- In Pleo, navigate to Settings
- Click Accounting
- Access Contra accounts
- Select the contra account that corresponds to your Pleo Wallet Account in the integration
- Export an expense
Good to know: If you use multi-currency then you will need to create a contra-account per multi-currency account - it will track your Pleo account balances for each additional currency you use in Pleo.
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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