Creating teams can be useful if you would like to separate your different members into relevant departments and to review team expenses within Pleo.
Follow these steps:
Go to the People menu from the Pleo web app.
Click on Teams.
When creating teams you can assign a name and code.
Click Add reviewer and assign one or more to overview and edit teams expenses. Reviewers can also set and control spending limits, block and unblock cards.
Choose minimum and maximum limits for card and Pocket review thresholds.
You can set up different thresholds per reviewer if needed. In the example below, Marie-Louise is the reviewer for all expenses up to 499 and Mads reviews everything above 500 DKK.
Who can be a reviewer?
Department Heads
Project Leaders
Team Leaders
Anyone who is involved with project/expense management for a smaller subset of employees in one or more teams
What can a Reviewer do in Pleo?
Set spending limits for team members
Card Management: Enable/Disable cards on behalf of team members
Real-time overview of team expenses
Review expenses done by members of their team(s)
Multiple Reviewers in multiple teams
One team can have multiple reviewers.
A reviewer can review multiple teams at the same time.
Reviewers get notified in real time and weekly
Every expense breaking the set threshold will appear instantly in the reviewers' review feed in both web and mobile versions of Pleo.
Once a week on Wednesdays they will get an email and a push notification in the Pleo app if they have any expenses awaiting review.
If you have separate thresholds, only one review is mandatory - but all reviewers will see expenses in their feed.