There are several scenarios where you might need to freeze or destroy a Pleo card: if an employee leaves the company, if a plastic card is lost, or if the details of either a virtual or plastic card have been compromised.
This article explains:
How to freeze a virtual or plastic card
How to destroy a virtual or plastic card
How to replace a virtual or plastic card
How to freeze a virtual or plastic card
If you’re worried that virtual and/or plastic card details have been compromised, please freeze the affected card(s) right away.
If you're the cardholder
Freeze your card in the mobile app:
Freeze your card in the web app:
If you’re a Pleo admin or extended access bookkeeper:
Click “People”.
Click on the cardholder’s name from the list.
At the bottom of the employee profile, click “Freeze”:
If it turns out that the card was not compromised (e.g., you now recognise a purchase that you thought was fraudulent), then go back to the same place in Pleo to unfreeze the card.
How to destroy a virtual or plastic card
Please note that destroying a card is irreversible. There are a couple of options when it comes to "the how". If someone leaves your organisation, then an admin can delete their account in Pleo to automatically destroy any of their virtual and plastic cards (without deleting their expense history).
But if your colleague is still with the company and their virtual or plastic card was compromised (or the latter lost), the next step after freezing a card is to destroy it.
If you’re the cardholder
Destroy your card in the mobile app:
Destroy your card in the web app:
If you’re a Pleo admin or extended access bookkeeper:
Click “People”.
Click on the cardholder’s name from the list.
At the bottom of the employee profile, mark the card as lost or stolen.
How to replace a virtual or plastic card
Virtual card
Only the cardholder can activate a new virtual card for themself. Once a virtual card is marked as stolen, the cardholder can go back to the card section in Pleo to activate a new one.
In the mobile app:
In the web app:
Plastic card
Only admins and extended access bookkeepers can order a replacement plastic card. Here's how.