For the complete documentation index, see llms.txt. This page is also available as Markdown.
Pleo
The Pleo integration can be found under Settings > Integrations.
Die Agenturverwaltung integrates the virtual card provider Pleo in the following bidirectional way:
Jobs and cost categories from Die Agenturverwaltung are synchronized with Pleo as tags.
Employees can then scan/upload a receipt for their expense in the Pleo app and directly assign the job, the type of billability (cost type) and the cost category.
If receipts are later exported from Pleo, they are imported into Die Agenturverwaltung and there - if filled in in the Pleo app - automatically assigned to the corresponding job and the cost category.
Post Pleo like a cash journal
In the Pleo settings of Die Agenturverwaltung a default contra account / creditor can be entered.
If this is stored, the creditor number of the respective supplier contact is not posted, but the contra account stored here.
