Pleo admins can customise spending limits for each user from the Teams section in the Pleo web-app. This is done by scrolling over an individual name and clicking edit.  

There are four types of Spending Limits:

  • No limit:  The user can make use of the Pleo card as long as the company has money in their Pleo Account.
  • Monthly: The calculation of spending is done based on the current calendar month. On the first day of each calendar month (at midnight GMT), the spending limit is automatically reset.
  • Total: The calculation of spending begins on the day the limit is set up or reset. If you choose to reset a total spending limit, any past spending will not be taken into consideration.
  • Per-purchase: This option limits the amount a user can spend in a single purchase.

Here is how you can set limits:

  1. Login to your Pleo web-app
  2. Click Teams from the menu on the left
  3. Click the edit icon which appears to the right when you place your cursor over a user
  4. Choose between No limit, Monthly or Total. If monthly or total is chosen, enter the value amount of the limit.
  5. Choose the per-purchase limit: If no limit is chosen, the default will be 1,000 GBP or 10,000 DKK
  6. Click Done

NOTE : 

  • All cards belonging to the user are disabled when limits are reached
  • Cards with monthly spending limits will be re-enabled at the beginning of the calendar month
  • Cards with total spending limits will be re-enabled if spending limits are increased or the total limit is reset
  • Pleo cards currently have soft monthly and total spending limits. This implies that transactions over the set limit do go through, but consequently the cards are disabled. For eg. if a monthly limit is set to 1,000 GBP and a transaction of 1,100 GBP takes place, the transaction will be permitted and consequently the card will be disabled
  • Daily spending limits: 215,000 DKK/18.250 GBP

If you have any feedback or suggestions on how the spending limit feature could improve your Pleo experience, please send them over to support

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