Categories are valuable to you as an admin, as it will reduce the amount of work you need to do when reviewing expenses. Once categories are created, your team can select them when they use their Pleo cards. To see how to use and create categories, head to this article.

Here are the most popular categories companies use in the UK. Remember to mirror your own nominal codes (right side) from your accounting system with the category names and choose the right tax code. You will be able to review and edit the categories and tax codes when transactions have been made.

If you want your bookkeeper to create categories, here is a guide on how to invite them.

Remember, the name of a category (marked below) will be the only thing your employees will see.

Most used categories with Pleo

Note: Nominal codes and tax codes are here to show an example and might not present the tax regulation and settings in your accounting system. All categories must have a nominal and tax code to make sure you get the most out of Pleo!

Entertainment

Nominal code

Name

Tax code

420

Entertainment with clients

20%

424

Entertainment with staff

0%

Office Expenses

408

Cleaning expenses

20%

425

Postage & Stamps

Exempt

461

Office Supplies

20%

710

Office Equipment

20%

461

Printing & Stationary

20%

473

Repairs & Maintenance

20%

Materials

Meals & Drinks

Subsistence

Lunch

Office refreshments

Travel

493

National travel

20%

494

International travel

No VAT

Taxi

Fuel

Flights

Train

Other travel expenses

Parking

Hotel

Rental cars

IT & Software

485

Subscriptions & Software

489

Internet & Telephone

20%

720

Computer equipment

20%

Hardware

Marketing & Advertising

400

General advertising

20%

Marketing

Facebook

Events

Recruitement

Other

480

Staff Training

20%

429

General expenses

20%

Staff welfare

Gifts

Personal

Sundry

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