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:
Go to the People menu from the Pleo web app
Select 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 both thresholds for card expenses and pocket expenses. You can set up different thresholds per reviewer if needed.
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
If you have separate thresholds, only one review is mandatory - but all reviewers will see expenses in their feed.