We've been there - you make an expense with your Pleo card by mistake, or maybe you don't realise your Pleo card is connected to the payment until after you make it - It happens!
We have the solution. If your company uses Pleo Pocket you can mark the expense as 'personal' in Pleo. This automatically adjusts your Pocket balance with the amount of the purchase.
You can mark any expense made on your virtual or plastic card as personal in the Pleo mobile app. Pocket expenses however, can just be deleted!
How to register a personal expense:
Open the mobile app and click on the expense
Select the triple dot menu in the top right
Select "Mark as personal purchase"
You need to know:
Only the cardholder can mark as expense as personal from their mobile app, Admin's cannot mark other cardholder's expenses as personal.
Expenses marked as 'personal' will still be exported to your accounting system
If your company does not use Pleo Pocket, it is not possible to mark the expense as personal. In this case, the repayment of funds should be resolved directly between the cardholder and the admin or Finance department if your company.
As a regulated financial services institution, we can only accept funds directly sent from the business bank account registered in your company's name. This means we cannot accept funds from personal bank accounts.