Since all purchases made with Pleo cards are business related, it is required to always add a copy of the original receipt to each transaction for documentation and tax purposes.
If a situation occurs where a receipt is not handed out by a merchant, or you accidentally lost it - we advise you to consult your Pleo administrator about what procedure fits the expense policy of your company.
While it is far from ideal, if it suits your company policy, you can mark the receipt as missing in Pleo by following the steps below.
- Tap on the Expense
- Choose the 'Missing Receipt' option
- Confirm what you purchased and add notes with an explanation
In addition to the above, you can add a picture of the merchant to the expense as well.
Every Monday, Pleo sends out an e-mail to those users missing receipts, in order to further our cause : no more missing receipts!
NOTE : adding notes and pictures should never be a permanent solution instead of adding a picture of the receipt, when a receipt can be obtained.