Creating Teams can be useful if you would like to separate your different members into relevant departments and to review incoming expenses within Pleo.

Follow these steps:

  1. Go to the People menu from the Pleo web app

  2. Select Teams

  3. When creating teams you can assign a name and code

  4. 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. 

  5. Choose both thresholds for card expenses and pocket expenses.

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 on web and mobile

  • Once a week they will get push notified if they have outstanding expense awaiting review

Did this answer your question?