You asked and we responded!
Pleo now supports another level of spending allocation with our advanced Projects and Customers feature.
If you are 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 will find more about Customers by scrolling further down past the page break
ADMINS - HERE IS HOW IT WORKS IF YOU ONLY WORK WITH PROJECTS:
Go to Projects and enable this with only a Projects list (see Customers if you work with Customer projects also)
Create new projects by typing in the names of them into the Projects cells. That's all!
Now employees will be able to assign an expense to these projects from the mobile app
EMPLOYEES - HERE'S HOW IT WORKS:
Make a purchase. Take a photo of the receipt with the Pleo mobile app. Select the project from the drop-down list, and Save.
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 are interested in Analytics.
Pleo is popular with agencies and other businesses that expense for their customers. In case you will need to bill the customers periodically, we have introduced the Customers feature, where you can assign an expense to a customer. Soon you will be able to filter for the specific customer of interest.
ADMINS - HERE IS HOW IT WORKS IF YOU WORK WITH CUSTOMER PROJECTS:
Go to Projects and enable this with both a Projects and Customer list
Create new projects by typing in the names of them into the Projects cells and the names of the Customers in the corresponding cells.
That is all! Now employees will be able to assign an expense to these customer projects from the mobile app.
EMPLOYEES - HERE IS HOW IT WORKS:
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.
That's not all...
Coming soon you will be able to assign project codes and track your projects in Xero and e-conomic! We are 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.