You've asked and we've responded! Pleo now supports another level of spending allocation with our advanced Projects and Customers feature.

Projects

If you're an agency, event planner, or just looking for a better way of organizing your spending, the Projects function offers a clear view of your expenses. By assigning an expense to a specific project, you will be able to view and sort your expenses when running reports.

Admins can create projects and customers in the Projects menu. Projects can either standalone or be assigned to a customer. You'll find more about Customers by scrolling further down past the page break :)

Admins - Here's how it works:

  1. Go to Projects.
  2. Create a new project by clicking the 'New Project' button.
  3. Insert a project name, and choose if it's internal (for your company's expenses only) or should be assigned to a customer.
  4. Confirm. That's it! Now employees will be able to assign an expense to that project in the mobile app :)

Employees - Here's how it works:

  1. Make a purchase. Take a photo of the receipt with the Pleo mobile app. Select the project from the drop-down list, and Save.
  2. That's it!

Admins: Get a sense of project costs by viewing total sum of expenditures in the Analytics page. Now you can benchmark between your projects and also get a handle on the impact of your budgeting. Reach out to us through the in-app chat if you're interested in Analytics :)

Customers

Pleo is popular with agencies and other businesses that expense for their customers. In case you'll need to bill the customers periodically, we've introduced the Customers feature, where you can assign an expense to a customer. Soon you'll be able to filter for the specific customer of interest :)

Admins - Here's how it works:

  1. Go to Projects.
  2. Create a new project by clicking the 'New Project' button.
  3. Insert a project name, and click 'Create new customer' from the drop-down menu.
  4. Confirm. That's it! Now employees will be able to assign an expense to that customer/project in the mobile app :)

Employees - Here's how it works:

  1. Make a purchase. Take a photo of the receipt with the Pleo mobile app. Select the customer from the dropdown list, choose the relevant project, and Save.
  2. That's it!

That's not all...

Coming soon you'll be able to assign project codes and track your projects in Xero and e-conomic! We're operating with the goal of less time spent in your accounting systems doing manual tasks, one-by-one, everytime you have to pull a report :)

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