The Categories function of Pleo - found under 'Settings' in your Pleo app - allows you to create custom sub-categories and to associate an account number (from the chart of accounts in your accounting system) with each sub-category.

This will help even more to simplify your bookkeeping and ensure your accounts are kept accurate.

There a few things you should know about this function:

1 - Top categories are suggested based on what type of merchant the expense came from. When an employee or admin selects a sub-category for an expense the selection will be remembered and when another purchase is made from that same merchant the sub-category will be auto-selected.

2 - It is designed to help employees correctly categorise their own expenses, we would recommend that this is kept in mind when setting up your categories so that they will be both meaningful and simple to use.

3 - Once sub-categories have been defined by the admin they will be immediately available to employees - in both Pleo mobile and web app.

4 - If you export into e-conomic or Xero the expenses will be exported in their categories to the matched account number.

5 - Remember that employees will still be able to change an auto-selected option and can always leave a note attached to the expense!

Did this answer your question?