We have made Pleo even more customizable by introducing Teams! Our customers asked for the ability to segment their expenses by teams and we listened. It is easy to get started.
Follow these steps:
- Go to the Teams section in Pleo
- Create Teams
- Go back to this section of Teams page
- Choose a user and click the Pencil icon to edit their settings
- Assign a team from the drop-down menu or create a new team
- Click Done and the team page will update with your changes
Admins: You can view spend by team in our new Analytics page.
Note: When you export your expenses, they will now be associated with the correct team for each employee.