- In Exact Online, find the Pleo transfer from your Bank
- Click Create Allocation Rule (“Aanmaken: Toewijzingsregel”)
- Under Criteria, add keywords to identify it’s actually a Pleo Account top-up
- Under Toewijzen, select the Account (“Grootboekrekening”) against which the transfer should be recorded in Exact Online
- Exact Online will automatically book your Pleo top-ups & unload against the correct Accounts in Exact Online
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