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- In Pleo, navigate to Settings
- Click Accounting
- Access Contra accounts
- Select the appropriate account(s)
- Default currency contra account - tracks your Pleo account balance in your default currency. Select the contra account that corresponds to your Pleo Wallet Account in the integration.
- Multi-currency contra accounts - tracks your Pleo account balances for each additional currency you use in Pleo.
- Accounts payable account - tracks money your company owes to suppliers or vendors through Pleo Invoices.
- Pleo reimbursement account - tracks reimbursements processed through Pleo.
- External reimbursement account - tracks reimbursements made outside of Pleo.
- Export an expense
What to do if you see “No options” when configuring the default currency contra account in Pleo?
Netsuite integration
- In Netsuite, go to Transactions
- Navigate to Pleo
- Select Advanced Configuration
- Click Sync Chart of Accounts
- In Pleo, go to Contra Accounts
- Wait 15 minutes for the options to appear
- Select your Netsuite PleoWallet Account as the default currency contra account
Business Central integration
- In Business Central, go to Pleo integration Setup
- Click Actions and Update Access Token
- Follow the steps on the screen
- In Pleo Integration Setup, navigate to Tax Codes Setup
- Click Sync With Pleo
- Return to Pleo Integration Setup and open Configurations
- Check that Local Currency Code is set. If not, enter your Business Central local currency code
- In Pleo, go to Contra Accounts
- Select your Business Central Pleo Wallet Account as the default currency contra account
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