Sometimes you run into situations where a card payment just doesn't cut it, you might find yourself in a shop that doesn't take card payments or you have a mileage expense to handle. Well, we got you covered with Pleo pocket.

What is Pleo Pocket?

Simply put, Pleo Pocket is the place where you keep track of money owed between the employee and the company.

How can I add a pocket expense?

Note: Pocket expenses can only be added through the latest version of the Pleo mobile app📱

  1. Once Pocket is set up for your company, a plus button will appear in the mobile app, click on this

  2. Select add a purchase

  3. Snap a picture of the receipt. Don't have a receipt? Tap Add Later

  4. Fill out the information required: date, store or merchant and the amount

  5. Tap ➡ and now add category, and note

  6. Done! Your pocket expense will be visible to your admin while also displaying the amount owed to you in your app

How can I get reimbursed?

Depending on your company's setup, you can reimburse straight away or you need to get in touch with your admin to settle the balance:

  • Click on 'owed to you' balance and select Get Reimbursed

  • Read the intro screen and confirm Show me the Money

  • Tap Add personal card, and input your details and click Next

  • If you do not have the option to add your card, continue to request a reimbursement via the app to notify your admin

Once completed, the confirmation screen will confirm the average time to expect the receive the funds. ⏱

FAQ's for users

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

That's probably due to accounting settings not being completed yet. Admins can finish this setup.

How can I edit an expense?

If something went wrong when adding an expense, the team member can simply delete by clicking on the 3 dots on the top right of the expense, remove and re-add.

The amount showing for my ATM withdrawal is slightly higher than what I withdrew

This is most likely a fee that the local ATM machine charged for the withdrawal. You should have gotten a receipt for this fee and is part of the expense. So just hit the plus button in the app, snap a picture of the receipt and add the fee amount as an expense. Your "Pocket balance" will adjust.

What cards are eligible for reimbursements?

We accept all main card like Visa and Mastercard but this also depends on your bank, as they might not accept this type payment on your card.

Why is my personal card is being declined?

Hopefully this will not happen, but in the rare case it does, we recommend you use the in-app errors provided, that will explain why the card is not accepted. If you need our support team, we are always here, just open the chat or email support@pleo.io.

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