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 part your employees will see.
Most used categories with PleoCategories
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 with clients
Entertainment with staff
Postage & Stamps
Printing & Stationary
Repairs & Maintenance
Meals & Drinks
Other travel expenses
IT & Software
Subscriptions & Software
Internet & Telephone
Marketing & Advertising