With Reviewing, you now have a better way of highlighting those few expenses that may need special attention.
How does it work?
As an administrator, you can set up a threshold which triggers a review process for any expense that is equal to or exceeds that threshold. The flagged expense will be highlighted for the reviewer(s) of that particular team to assess.
If you like the sound of that, keep on reading for how to set up reviewers in Pleo.
- Click on People --> Teams. Then select the team in which you wish to add a reviewer and a threshold.
2. Set your Threshold
All set! Those assigned to review a team's expenses will be notified once an expense has been made that is equal to or above the selected amount.
What happens next?
From here, a reviewer can mark an expense from the list as Okay, Not okay or Needs details.
If an expense is marked as Not okay, a push notification is automatically sent to that member to take the needed action. If you have Pleo Pocket set up, the team member can choose to mark this expense as "personal", which will deduct the amount from their Pocket balance.
If a member's expense is marked as Needs details, the member will receive a notification to add the requested details and hit 'Done'. The manager will then be able to finalise the review of the expenses.