Overview

The Bookkeeping Categories API enables you to manage bookkeeping categories and the groups used to organise them in Pleo.

Bookkeeping Categories

A bookkeeping category describes the purpose of an expense, such as travel, office supplies, or software. Bookkeeping categories help customers classify expenses consistently before exporting accounting entries to their ERP or accounting system.

Each bookkeeping category belongs to a bookkeeping category group. It can also be linked to an account from the customer’s chart of accounts and to a tax code.

Category Groups

A bookkeeping category group collects related bookkeeping categories, such as travel, software, or office expenses. Each group has a type that describes its purpose, a customisable display name, and optional integration-specific metadata.

Use the Category groups resource to create, retrieve, update, delete, and search for groups. When creating or moving a bookkeeping category, identify its existing parent group by categoryGroupId.

Managing Categories and Category Groups

Use the Categories resource to create, retrieve, update, delete, and search for bookkeeping categories. Each category is identified by a unique categoryId, and each group by a unique categoryGroupId.

Category Aggregations

Use the Category aggregations resource to retrieve bookkeeping category groups together with their bookkeeping categories and linked accounts for a company.

Rate Limits

The APIs have a rate limit of 600 requests per minute.