Marketing spend goes to the Marketing Manager, and travel expenses go to the Finance Lead. Custom approval triggers using department, class, or location values from NetSuite
To activate advanced approval workflows: In Pleo, go to Settings → People → Manage Roles → Assign Approvers and Approval Rules. These settings ensure expenses are properly reviewed before syncing to NetSuite
Handling Multi-Subsidiary Accounts in NetSuite. If your business uses NetSuite OneWorld, you'll likely need to set up multiple Pleo entities to match each subsidiary's financial data
In NetSuite, each subsidiary must have its own chart of accounts, vendors, and tax codes
In Pleo, create a separate entity and connect it to the corresponding NetSuite subsidiary
During setup, select the matching subsidiary during the authentication flow
All mappings (accounts, vendors, tax codes, etc.) must be repeated per subsidiary
Tip: Keep a spreadsheet to track which Pleo entity aligns with which NetSuite subsidiary for clarity during audits and financial close
Currency Considerations: Each Pleo entity should use the same base currency as its linked NetSuite subsidiary to avoid reconciliation issues. If currencies differ, NetSuite may require additional exchange rate configurations or result in posting errors.
Audit Logs and Error Handling Versich's integration replicates Pleo data into NetSuite with built-in validation, and all events are logged for transparency.
In NetSuite, navigate to “Script Deployments” → Find Pleo-related deployments
Open each deployment and check the “Execution Log” for timestamps, run statuses, and any errors
Common errors include:
Invalid currency mapping
Unrecognized vendor/tag
Tax code configuration mismatch
Cross-check mapping configurations via the Pleo Dashboard in NetSuite
Update any recent changes in NetSuite (new accounts, vendors, codes) to reflect in Pleo
Wait 15 minutes after changes to allow for automatic syncing
For persistent errors, the “Retry Logic” built into the SuiteApp will attempt reprocessing. If failures continue, Versich’s support team can assist with log analysis and resolution steps.
Department-specific approval hierarchies. These can be configured directly in Pleo: go to Settings → Spending → Approval Workflows. Set up approval flows by role, department, or spend type (e.g., Marketing, Travel Manager).
Executing the Integration: First Sync and Troubleshooting
Running Your First Data Transfer. Before rolling out Pleo across departments, begin with a test expense to confirm everything is functioning correctly:
Create a sample expense in Pleo (e.g., £10 for office supplies)
Attach a receipt using the mobile app
Assign a mapped category and tax code
Add mandatory tags like department, class, and location
Mark the expense ready to export, then click Export
Go to the Pleo Dashboard
Click Check Now
Wait a few minutes
Confirm the expense appears with the correct category, tags, and amount
Resolving Common Integration Issues
Based on support guidance from Pleo, here are the frequent problems and how to resolve them:
Expenses stuck in the queue
Cause: Script deployment settings not configured
Fix: Confirm script is set to Priority = High and Repeat = Every 15 min
"No account provided" error
*Cause:* Expense category not linked to a NetSuite GL account
Fix: In Pleo, go to Settings → Accounting → Categories, and ensure it’s mapped
Tax code validation failure
Cause: NetSuite Internal ID is missing in Pleo
Fix: Enter the correct NetSuite tax code Internal ID in Pleo’s settings
"Invalid field value for location"
Cause: Tag not enabled for subsidiary
Fix: Go into NetSuite and activate the tag under that subsidiary’s settings
"Locked period" error
Cause: Expense falls within a closed accounting period
Fix: In NetSuite, enable Bypass transaction date under Advanced Options
Optimizing Your Pleo-NetSuite Workflow for Ongoing Efficiency
Sustaining the integration long-term requires proactive checks and occasional adjustments:
In the Pleo Dashboard, go to Recent Activity
Check for errors from the past month and resolve them
In NetSuite, review script deployments and confirm Pleo scripts show Status = Released
Verify the chart of accounts sync shows a recent timestamp
Cross-check mapped categories with your current NetSuite chart of accounts
Refine approval workflows to align with staff or structural changes
Review all tax code mappings to confirm they reflect up-to-date VAT rates
Training Your Team on the Updated Workflow
Getting the most out of the Pleo integration depends on staff properly using the system. Without user buy-in, finance teams still deal with manual corrections.
A 30-minute training session that covers receipt capture, category selection, and approval paths
Access to on-demand videos via the Pleo Help Center
One-on-one coaching during the first month for users who don’t comply with the new processes
An internal recognition system for employees who consistently achieve 100% receipt submission compliance
If your organization is adopting NetSuite for the first time, consider adding Pleo user training as part of your overall ERP change management strategy.
Why Versich Is the Ideal NetSuite Integration Partner
While Pleo’s NetSuite SuiteApp handles the data sync, ensuring your NetSuite setup is correctly configured requires more than just ticking the boxes in a user manual. That’s where Versich comes in.
As an experienced Oracle NetSuite Partner, Versich brings operational know-how to integrations that save time, prevent errors, and accelerate results.
NetSuite-first expertise: Our team doesn’t just understand NetSuite - we live and breathe it. From advanced workflows to automation, we’ve seen it all.
Smooth integration across entities: Whether you’re running NetSuite OneWorld or managing multiple subsidiaries, we handle tag group setups and chart of accounts mapping with no guesswork.
Responsive support: When financial deadlines are on the line, you need real answers fast. We deliver hands-on support, not a ticket queue.
Need to go beyond expenses? We also integrate NetSuite with your eCommerce platforms, handle AP automation, and build custom dashboards that spotlight your most important KPIs.
Skip the confusion. Book a 30-Minute Fix consultation with Versich to evaluate your current NetSuite setup and start your Pleo integration right - with confidence.
