How to get data from Pleo for your financial system
Once the attachments have been processed in Pleo simply use Pleo’s standard readout. In Dynamics 365 Business Central, data is loaded directly into the financial journal by pressing the “Import Pleo” button. Now the vouchers are ready in the financial journal to be checked, reconciled and posted. All scanned documents from Pleo are linked to the individual financial journal line. Thus, the necessary documentation is automatically in place.