This article explains:

  • How to add a picture of a paper receipt

  • Why you need pictures of receipts

  • What to do if you forget to take a photo


How to add a picture of a paper receipt

You'll get a notification on your mobile phone within several seconds of paying for something in a brick and mortar shop. You can double check if you've allowed Pleo to send you notifications on your iOS (iPhone) or Android device.

  1. Click on the notification and it'll take you to the camera in the Pleo app.

  2. Just aim at the receipt, take a photo and upload! As long as the image isn't blurry, you can throw that receipt away.

The receipt will be paired with the right transaction and automatically categorised (e.g., Meals and drinks). You can also add a tag (e.g., lunch allowance), if your manager or Pleo admin has asked you to do so. Don't stress though; you can always update the expense later if you're unsure about the tag.


Why you need pictures of receipts

Most expenses include sales tax. Companies can file a claim to get this money back from the tax office. Yay for extra money!

In the case of a financial audit, though, it's important to keep evidence of the sales tax - evidence which is shown on your receipts. Having a record of a card expense alone isn't enough because it doesn't show exactly what was bought and how much tax was included.

In other words: please don't forget to take photos of your receipts!


What to do if you forget to take a photo

  • If you forgot to take a photo right away, you can always add one later on. In either the Pleo mobile app or web app, click on either the banner that says "an expense needs a receipt" or click on the expense from the list. Upload a receipt by clicking on the plus + sign.

    Mobile:

    Web:

  • If your company is registered in France or Spain, paper receipts are only legally compliant if they are photographed via the Pleo app. Learn more here.

  • If you threw away a receipt without getting a photo, check out this article.

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