Sometimes you run into situations where a card payment just doesn't cut it. You might find yourself in a shop that doesn't accept card payments. Or you have a mileage expense to handle. Well, we got you covered with Pleo Pocket. This article covers what to do when you spent your own money on something work-related, and your employer needs to reimburse you.


What is Pleo Pocket?

Pleo Pocket lets you keep track of money owed between an employee and the company.


Add a Pocket expense in the mobile app

  1. Click the plus button in the top right-hand corner of the mobile app.

  2. Click "Pocket".

  3. Take a photo of your receipt or upload one from your phone's folder.

  4. Fill out the date, amount, merchant name, relevant category and/or tag. You can also include a note.

  5. Click the checkmark to save the purchase.


Add a Pocket expense in the web app

  1. Go to the Expenses page in the Pleo web app.

  2. Click "Add expense".

  3. Click the plus button to upload a receipt or drag and drop.

  4. Fill out the amount, merchant, category, and any other info (tag, note, etc.).

  5. Click "Save expense".


Get reimbursed through the mobile app

If your Pocket expenses need to be reviewed, then you just need to wait a bit. When you see the "Owed to you" message in the mobile app, that means your Pocket expense has been approved for reimbursement. There is a 2000 pound/euro limit per reimbursement. It's important to know that Pleo has a zero tolerance policy for facilitating transfers of any kind to sanctioned banks or individuals.

To get reimbursed via bank transfer:

  1. Click on the "Owed to you" banner in the mobile app.

  2. Click "Get Reimbursed".

  3. Click "Add bank account":

  4. Fill out your date of birth and personal bank info. UK-based customers will be asked for a sort code and account number. All other customers will be asked for an IBAN and BIC number. You can find these numbers by logging into your bank account and looking in a section called "details", "settings", or similar.

  5. Your bank details will be automatically saved in the Pleo app for next time, unless you toggle the option off:

  6. Click "Next."

  7. Fill out your address. This information will only be saved if you left the above toggle on.

  8. Click "Add bank account" to confirm.

  9. Click "Reimburse".

When reimbursing to a bank account with a different currency than your company's Pleo Wallet, please note:

  • If your account isn't set up to receive foreign currencies, the reimbursement will be rejected. So please don't hesitate to reach out to your bank and ask.

  • Transfer times for cross-currency transactions usually take a little longer to process than same-currency transactions.

  • Your bank might charge a fee for receiving a foreign currency.

  • They might also apply unfavourable conversion rates, meaning that you get back a little less than what your employer reimbursed you.

To reimburse yourself to a personal card:

  1. Click on the "Owed to you" banner in the mobile app.

  2. Click "Get Reimbursed".

  3. Click "Add Personal Card":

  4. Enter your personal card details and click "Next".

  5. Enter the address details related to your personal card and click "Done".

  6. Click "Reimburse".


FAQs

  • Why don't I see the plus button in my mobile app?

Your Pleo admin needs to finish setting up Pocket.

  • How can I edit an expense?

If you need to edit your Pocket expense, just click on it and save any changes. You can also choose to delete the expense and start from scratch.

  • Which cards are eligible for reimbursements?

We accept Visa and Mastercard but some banks have restrictions when it comes to reimbursements.

  • Why is my personal card being declined?

Hopefully this will not happen, but in the rare case it does, look out for any notifications explaining why. You can also contact our support team.


What's next?

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