In this article you will learn:

  • How to create a team

  • How to set reviewers

  • How to review expenses

  • FAQs


Creating teams and setting reviewers

Creating teams is useful if you would like to separate different members into relevant departments and to review team expenses within Pleo.

Follow these steps:

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

  2. Click on Teams.

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

  4. Click Add reviewer and assign one or more to view and approve teams expenses. Reviewers can also set and control spending limits, block and unblock cards. 

  5. Choose minimum and maximum review limits for card and Pocket expenses. These are your review thresholds.

  6. You can set up different thresholds per reviewer if needed. In the example below, Angela is the reviewer for all expenses up to 99 GBP and Adam reviews everything above 100 GBP.


How to review expenses

With reviewing, it has never been so easy to highlight the expenses that may need special attention.

First, you'll need to head to Expenses then select the Review tab.

From here, a reviewer can mark an expense from the list as OK, Not OK or Needs details.

If an expense is marked as Not OK, a push notification is automatically sent to that member to take the needed action. If you have Pleo Pocket set up, the team member can choose to mark this expense as "personal", which will deduct the amount from their Pocket balance.

If a member's expense is marked as Needs details, the member will receive a notification to add the requested details and hit 'Done'. The manager will then be able to finalise the review of the expenses.


FAQs

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 Team 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)

Can you have multiple reviewers in multiple teams?

  • It's only possible to be a member of one team.

  • But a single team can have multiple reviewers.

  • And a reviewer can review multiple teams at the same time.

Do reviewers get notified in real time?

  • Every expense that falls within 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.


Can't see the reviewers option?

Find out if your pricing plan gives you access to this feature:

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