In this article, you will discover the core elements that constitute a complete expense as well as how to incorporate them. We recommend adding information (Receipts, tags, categories and notes) to the expense as soon as possible.
Add a receipt
There's many reasons it's important to keep evidence of sales tax, evidence which is shown on the receipts of your expenses. 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.
Add a receipt at the point of purchase
You'll get a notification on your mobile phone within seconds of paying for something in a brick and mortar shop.
Click on the notification and it'll take you to the camera in the Pleo app.
Take a photo and upload. Make sure your photo clearly shows the details on the receipt.
If you forgot to take a photo right away, you can always add one later on by locating and opening the expense you want to add a receipt to. Once open the expense you can click the add receipt option and attach the photo.
Add a digital receipt
There are multiple ways a digital receipt can be added. Automatic email receipt capture with Fetch, Email Forward to Pleo and Manual upload.
Fetch:
Fetch automatically scans your work email and automatically adds receipts from online purchases to the Pleo app. This is the best option because it is completely automated. It’s also available to all Pleo customers at no additional cost.
Email forward to Pleo:
Click on the email that contains your receipt, and “forward” it to forward@fetch.pleo.io. You do not need to have Fetch enabled to use this option. The receipt will be automatically matched to the respective card payment. The only requirement is that the receipt is sent from the email address associated with your Pleo login. If a receipt was sent to a personal email account, it needs to be sent to your work email before forwarding to Pleo.
You can also forward digital receipts directly to the Pleo app:
Manual upload:
You can manually upload a receipt in the web and mobile app by locating and opening the expense you want to add a receipt to. Once open the expense you can click the add receipt option and attach the receipt/file.
If you would like to read more on adding a digital receipt to an expense you can read more here.
Good to know
If you are missing or have lost your receipt you can find out what to do here.
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.
Add a category
Categories in Pleo automatically align with your chart of accounts and pre-selected tax codes. The process is the same whether you are using the web or mobile app.
Click on the expense to open up expense details.
Scroll down and click the category icon.
Select the category from the available list.
Web app:
Mobile app:
Add a tag
Tags in Pleo reflect your tracking categories, providing another layer to help organise business expenses. The process is the same whether you are using the web or mobile app.
Click on the expense to open up expense details.
Scroll down and click the tag icon.
Select the tag from the available list.
Web app:
Mobile app:
Add a note
Add a note in the web or mobile app for any extra information that may be needed or relevant to the expense. The process is the same whether you are using the web or mobile app.
Click on the expense to open up expense details.
Scroll down and click the Note icon.
Describe your purchase in 150 characters or less.
Web app:
Mobile app:
