Here we will go through best practices how to review expenses in Pleo. In this case we will go through how to

  1. How to ask for missing receipts
  2. How to review expenses that have receipts
  3. How to export to your accounting system

How to ask for missing receipts

  1. First go to Pleo Export Beta page. Here you will start your reviewing process
  2. Click "# missing receipts" on the top of the page. This will show you a list of expenses that do not have receipts yet.

3. Now click one of the expenses, and "Review" from the bottom right corner of your Pleo screen. There you are able to write a message to your employee to add the receipt.

4. After you have written the messages to each one, you can see these expenses as "Awaiting review or details"

How to review expenses to make them ready to your accounting system

  1. First go to Pleo Export Beta page. Here you will start your reviewing process
  2. Choose the first expense on the list, so it opens on the right side of your Pleo screen. Then scroll down on the right side, so you can see the receipt. Then click the receipt so it opens on the left side of the screen

3. Now you will be able to see the details of the receipt on the right side and review that each expense has the right category, tags, VAT and that the receipt is correct. You can edit each expense this view.

4. When the details are correct in an expense, you click the “Review” button in the bottom right corner of the page. Choosing

Okay: Means that expense is correct and it will tag it with reviewed
Needs details: You need more details from the user, this will send them a message asking more information
Not Okay: This expense is not allowed. This will send the user a message saying the expense was not okay.

5. Now you can continue to the next expense and review it again. Just navigate with up and down button to go from an expense to another, no need to close the receipt or the right expense side!

How to Export to your accounting system

  1. After you have reviewed all expenses. Clear the filters on the top of the page and then choose“More filters”. Go to the Review filter and choose “Okay” and “Apply”.

2. Now you have a list of expenses that are all reviewed. Now it’s time to "Select all"  expenses and click “Add to Export Queue”. After this, no one will be able to edit the expenses.

3. Now you will be able to push those expenses to your accounting system from the “Export Queue”. Once you click Export, depending on your accounting system you have chosen in Settings, you will either see a progression bar or be able to download the folder to your computer.


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