How to link Business Central employees to Pleo users

Whenever you export a pocket expense (out-of-pocket, mileage and per diem expenses) or a reimbursement, it can be booked on the corresponding Employee in Business Central based on the Pleo user who made the expense.

Before you get started, ensure you have the Pleo Out-of-pocket Account Type selected as Vendor or Employee

1. In Business Central, access the Vendors/Employees page
2. Open a Vendor/Employee profile 
3. Copy the Vendor No./Employee No. 
4. In Pleo, access the People page
5. Search for the corresponding user
6. Paste the Vendor No./Employee No. into the Employee Code field
7. Save
8. Repeat these steps for all other employees/users