![]() ![]() ![]() ![]() This time do it from your normal business bank account in Xero to the Pleo Account (also in Xero)Ĥ. Input the same transfer (same transfer value and data) as you did in your bank transfer to Pleo. When logged into Xero, go to your Bank Accountsģ. It might help to think about it as a normal bank transfer between two business accounts.ġ. How to account for transfers into PleoĪccounting for transfers into your Pleo account in Xero couldn’t be simpler. Select Xero and all of your transactions will be pushed there. Once you’ve resolved any outstanding issues, click Export in the top right hand corner and select accounting system. Once you hit Apply, you’ll see a really nifty display detailing what transactions were recorded on what dates.Īlong the top are some handy totals too: how much was spent altogether, how many receipts are missing and any missing account numbers too.ģ. Select the date range that you want to audit and check. When logged into Pleo, go to the Manage Expenses pageĢ. The first thing to do is to turn on the Xero integration from within Pleo.ġ. If you’re already a big fan of Xero, this is a chance to get even more value from the software you’re already paying for. Any expenses that are missing receipts or codes are flagged. When you’re ready to push your expenses data to Xero, it’s incredibly easy to do. Our Direct Feed will let you get an up-to-date picture of what’s being spent and where. It couldn’t be easier to connect your Xero account with Pleo, including importing your nominal codes and tracking categories. How Pleo works with Xero Seamless integration We know you’ve likely come here because you use Xero and want to figure out if Pleo could work for you. Our software eliminates expense reports and simplifies spending in a way everyone will love, from employees to CFOs and of course, accountants. Pleo is a company spending solution that offers prepaid cards for all your employees. It’s all down to a shared focus on the user, something Xero has built its reputation on. Put them together and you get the smoothest and most comprehensive way to manage all of your business spending (in fact, 88% of accountants say using Pleo has improved their efficiency!). Pleo is changing the game for expense management. Xero changed the game for accounting software. ![]()
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