Export Pleo Expenses for OS/
Project assignment for OS/ in Pleo
OS/ automatically maintains a Tags Group called "Project (OS/)" in Pleo (Pleo/ Settings/ Accounting/ Tags).
Pleo | OS/ |
Expense/ Tag/ Project (OS) | OS/ Projects |
The Pleo Tag Group is showing all running OS/ Projects. Tags for closed or canceled projects are archived. The originator ("Owner") of the Pleo expense can choose the corresponding OS/ Project in the Expense Details.
Please take into account that manually added Pleo Tags cannot assign OS/ Projects to an Pleo Expense!
User assignment for OS/ in Pleo
Pleo users are compared to OS/users based on their email. For working automations we highly recommend to use the same Auth provider and same emails for all users.
Pleo | OS/ |
People | OS/ Settings/ Staff/ Email |
Mapping
OS/ maps all relevant Pleo datapoints to OS/. In some cases, the Pleo datapoints are stored, but not visible in the OS/ frontend to e.g. pass them to a post integration in a later step.
Pleo | OS/ | Description |
Pleo + Expense Type + ID | OS/ Receipt/ Number |
|
Expense/ Owner | OS/ Receipt/ Staff |
|
Expense/ Authorised | OS/ Receipt/ Date |
|
Expense/ Total | OS/ Receipt/ Gross amount |
|
Pleo + Expense Type + Merchant + Account + Note | OS/ Receipt/ Notes |
|
| OS/ Receipt/ Net amount | The net amount conversion is based on the Pleo Tax rate and expense gross amount. |
Expense/ Tags/ Project (OS/) | OS/ Receipt/ Project |
|
Expense/ Receipts | OS/ Receipt/ Files |
|
Expense/ Settled | OS/ Receipt/ Paid |
|
Expense/ Merchant | OS/ Receipt/ Vendor |
|
Automations
Auto compliance approval
Exported Pleo Expenses are automatically marked as "Compliant" in OS/.
Pleo | OS/ |
Export/ Exported | Compliant = True |
Auto content approval
If the originator ("Owner") of the Pleo Expense is identical with the "Project Leader" or "Project Supervisor" of the OS/ Project, the Pleo expense is automatically marked as "Content Approved" in OS/.
Pleo | OS/ |
|
Expense/ Owner | Projekt Leader | Must Match |
Expense/ Tag/ Project (OS) | Project | Must Match |
Auto set as payed
The Pleo Expenses "Settled" date is automatically set as the "Paid" date in OS/.
FAQ
Renaming OS/projects and the effects on Pleo tags
Unfortunately, tags in Pleo cannot be renamed via the Pleo API. As a solution, OS/ creates a new Pleo tag (with the new OS/ project name). In a few individual cases, this can mean that documents already tagged in Pleo but not yet transferred to OS/ cannot be assigned to the correct OS/ offers.
Pleo supplier assignment in OS/
OS/ assigns receipts to an OS/supplier based on the Pleo Merchant ID. Chains such as petrol stations or restaurants often have an individual merchant ID for each branch/location. As a result, each branch/location must be assigned to an OS/supplier for the first time.