Business Central Legacy
Business Central V2
- Set up the Business Central integration v2
- Upgrade to Business Central integration v2
- How to uninstall Business Central integration v2
- How to link Business Central vendors or employees to Pleo users
- How to update Business Central integration v2
- How to link Pleo Teams to a Dimension from Business Central v2
- What to do if you see the message "Export Job Expired"
- How to set up Vendor tagging in Pleo with Business Central v2
- How to make expense export run faster
- What to do if you see the message "Refresh Token Failed / HTTP Error (Bad Request)"
- How to migrate to API Keys Authorization
- How to set Posting Date as Export Date
- How to change the Description field contents
- Advanced Settings for Business Central integration v2
- Tax Synchronisation for Business Central v2
- Project sync for Business Central V2
- What to do if you see the message “Direct Posting must be equal to 'Yes' in G/L Account”
- What to do if you see the message "There is no Currency within the filter. Filters: ISO Code:"
- What to do if you see the message "Account Code must have a value in Pleo Item Line. Line No.=xxx . It cannot be zero or empty."
- What to do if you see the message "Dimension Value cannot be found in the related table"
- What to do if you see the message "Invalid format for GUID string”
- What to do if you see the message "Accounts Sync Error: Account request failed.Reason: HTTP error 400 (Bad Request)"
DATEV Unternehmen Online
- Set up the DATEV UO integration
- Set up the DATEV UO new integration
- Set-up Reimbursements for DATEV Unternehmen online
- DATEV Unternehmen Online (UO): which expense, tag & invoice data Pleo sends
- DATEV Unternehmen online: account for Invoice payments
- What to do if you see the message “You need to create the current fiscal year in DATEV”
- What to do if you see the message “The user does not have any clients. It is recommended that the user contact the tax consultant.”
- What to do if you see the message “Fiscal year with Accounts Payable Ledger was not configured in Datev for exported invoices.”
- What to do if you see a message about a "invalid auth code", "access to resource (...) denied", or "500 Error"
- What to do if you see the message "Transition account number (Reimbursements) is missing for expense"
- What to do if you see the message “Export to journal could not be performed”
- What to do if you see the message "Something went wrong. Please contact administrator"
- What to do if you see the message “The job-id is invalid because the corresponding data transfer job (…) is already finalized."
- What to do if you see a message about an "Intruder alert"
- What to do if you see the message “Failed to generate Ledger Import Xml (...) accountNo”
- What to do if you see the message “Failed to generate Ledger (…) buCode”
- What to do if you see the message “The client is not configured for the requested data transfer (dxso-job)”
- What to do if you see the message "contra account number is missing for expense"
- What to do if you see the message "Failed to created Datev export job (...) Reason: Fiscal year"
- What to do if you see the message "Expense isn't processed due to a critical error"
- What to do if you see the message “before the date of the opening balance” (German: Vor dem Datum…)
- What to do if you see the message “a negative account balance occurred” (German: Es ist ein Kassenminusbestand aufgetreten 16200)
- How to associate a new tag group with cost centres (KOST1 and KOST2) in DATEV Unternehmen online
- Set up DATEV Unternehmen Online to support Pleo Invoices
- What to do if you see the message “the account was not found” (German: Belegkreis im Kassenbuch nicht gefunden)
- What to do if you see the message “You need to update to the newest version of DATEV Unternehmen Online.”
DATEV Kanzlei-Rechnungswesen
E-conomic Legacy
- What to do if you see a message saying "We have experienced an internal server error" or "Bad request"
- What to do if you see the message "e-conomic is responding with an unknown error"
- What to do if you see the message "You have configured invalid journals" or "The selected cashbook with number ... does not exist in e-conomic"
- What to do if you see a message saying the "Account number is not present in e-conomic" or "Account(s) is not found or barred."
- What to do if you see the message "Cannot assign a main project to a cash book entry"
- What to do if you see a message saying "The Contra number is not defined in e-conomic"
- What to do if you see a message mentioning an "input string"
- What to do if you see a message saying the "Department number is not present in e-conomic"
- What to do if you see the message "There is no open accounting year for date..." or "Missing accounting year ... "
- What to do if you see the message "e-conomic responded with access denied" or "We are getting unauthorised messages from e-conomic"
- What to do if you see the message "File attachment failed"
- What to do if you see the message "You have specified the project but no cost type"
- What to do if you see the message "Could not auto assign all the required numbers"
- The projects module in e-conomic
- What to do if you see message "Validation failed"
- How to enable the API in e-conomic
E-conomic V2
Exact Online
- Set up the Exact Online integration
- How to update Exact Online integration
- How to set up Contra Accounts for Exact Online
- How to book Pleo account transfers in Exact Online
- What to do if you see the error message "Export Job Expired"
- What to do if you see the message “Exact Online API request failed. Status code: RequestEntityTooLarge, Description: Request Entity Too Large, Content:”
- What to do if you see the message 'Already exists: Account' in Exact Online
Fortnox
- Setting up the Fortnox integration
- What to do if you see the message "Cost centre is disabled" (Swedish: Kostnadsställe är inaktiverat)
- What to do if you see the message "Invalid account" (Swedish: Ogiltigt konto)
- What to do if you see the message "The project does not exist" (Swedish: Projektet existerar inte)
- What to do if you see the message "Project is not allowed on account" (Swedish: Projekt är ej tillåtet på konto)
- What to do if you see the message "Transaction info is mandatory on account" (Swedish: Transaktionsinfo är obligatoriskt på konto)
- What to do if you see the message "project is closed" (Swedish: Angivet projekt är avslutat)
- What to do if you see the message "Account missing in chart of accounts" (Swedish: Konto saknas i kontoplanen)
- What to do if you see the message "Cost centre is not allowed on account" (Swedish: Kostnadsställe är ej tillåtet på konto)
- What to do if you see the message "Specified cost centre is not active" (Swedish: Angivet kostnadsställe är inte aktivt)
- What to do if you see the message about a "locked period" (Swedish: "har låst perioden t.o.m.")
- What to do if you see the message "Account is not active" (Swedish: Konto är inte aktivt)
- What to do if you see the message "project accounting period is not active" (Swedish: Projektredovisningsperioden är inte aktiv)
- What to do if you see the message "Projects are mandatory" (Swedish: Projekt är obligatoriskt)
- What to do if you see the message "The accounting date is in an automatic cut-off period" (Swedish: Bokföringsdatumet ligger i en automatlåst period)
- What to do if you see the message "Failed to export a receipt"
- What to do if you see a message saying "Bad request"
- What to do if you see a message saying "Invalid verification series specified" (Swedish: Ogiltig verifikationsserie angiven)
- What to do if you see the message "Cost centre is mandatory on account" (Swedish: Kostnadsställe är obligatoriskt på konto)
- What to do if you see a message about a "refresh token" or "timeout"
- What to do if you see the message "No accounting year exists for the specified accounting date" (Swedish: Inget bokföringsår existerar för angivet bokföringsdatum)
- What to do if you see a message about "Missing user permission" (Swedish: Saknar behörighet för att bokföra verifikationer / Saknar rättighet för att använda verifikationer)
- What to do if you see the message "Missing account number for this expense"
- What to do if you see the message "The selected verification series is not marked as manual in Fortnox"
Holded
- How to set up the Holded Online integration
- How to export Pleo expenses with the Holded Online integration
- How to sync Pleo Categories with your chart of accounts in Holded
- How to configure Reimbursements accounting set-up for Holded
- How to create a new supplier in Holded based on a Pleo expense
- How to choose which Holded accounts to sync with your Pleo categories
- How to reconcile funds transfer when using the Holded CSV integration
- How to set up tags in Holded
- How to reconcile funds transfer when using the Holded Online integration
Inventio
Lexoffice
Microsoft Dynamic 365 Finance & Operations
Netvisor
Quickbooks
- How to set up the Quickbooks Online integration
- How to create a Pleo bank account in Quickbooks
- What to do if you see the message “Business Validation Error: The transaction needs to be in the same currency”
- What to do if you see the message "When you use Creditors, you must choose a supplier."
- What to do if you see the message “One or more charge lines do not have a tax code associated with it.”
- What to do if you see the message "Supplier assigned to this transaction has been deleted."
- What to do if you see the message "QuickBooks encountered an error while calculating tax."
- What to do if you see the message "Business Validation Error: You can't use a Creditors account on the detail portion of a Bill."
- What to do if you see the message "Something you're trying to use has been made inactive" or "no longer available"
- What to do if you see the message “Invalid Reference Id: Customer assigned to this transaction has been deleted”
- What to do if you see the message “Invalid Reference Id : Names element id not found”
- What to do if you see the message “Invalid Reference Id: Account assigned to this transaction has been deleted”
- What to do if you see the message “the account period has closed”
- What to do if you see the message “Associated Quickbooks contra account is missing”
- What to do if you see the message “Associated Quickbooks contra account is not a bank account type”
- What to do if you see the message “Associated Quickbooks expense account is missing” or "Invalid Number"
- What to do if you see the message “fromaccount cannot be toaccount".
Sage
Sage Intacct
SAP Business One
SAP S/4HANA
Twinfield
Visma eEkonomi
Visma.net
Xero
- How to set up the Xero Integration (new)
- How to set up the Xero Integration
- How to reconcile Pleo expenses in Xero
- How to import Xero tracking categories into Pleo
- How to sync your Pleo categories with your chart of accounts in Xero
- How to export invoices to Xero
- What to do if expenses aren't showing up in Xero, there are duplicate expenses, or issues with the bank feed
- Reconciling out-of-pocket expenses (and reimbursements) in Xero
- What to do if you see the message "An error occurred in Xero. Check their API Status page."
- What to do if you see the message "An unexpected error occurred."
- What to do if you see the message "The source transaction is not a valid type."
- Xero and tax codes
- What to do if you see the message "The supplier does not exist in Xero"
- What to do if you see the message "The specified bank account details do not match a known bank account"
- What to do if you see the message "Bill cannot be exported as it already exists in Xero in a non-modifiable status"
- What to do if you see the message "The attachment must be less than 3MB"
- What to do if a Xero connection "could not be established" or is showing as "forbidden"
- What to do if you see the message "The document date cannot be before the period lock date"
- How to account for transfers to Pleo, in Xero