Other questions

Commonly-asked questions about the Pleo platform

Alen Cvisic avatar Marie Moesgaard avatar Mads Jersin avatar +17
147 articles in this collection
Written by Alen Cvisic, Marie Moesgaard, Mads Jersin and 17 others

How to create a Pleo bank account in Quickbooks

How to set up your Quickbooks to handle expenses from Pleo
Aoife Ryan avatar
Written by Aoife Ryan
Updated in the last 15 minutes

How to Add Xero Tracking Categories to Pleo

Aoife Ryan avatar
Written by Aoife Ryan
Updated today

Download all of your company's expenses

How to get a data spreadsheet report out of Pleo
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated yesterday

How to reconcile with direct feed in Xero

Miia avatar
Written by Miia
Updated today

Set your language to Spanish, German, Danish, Swedish, French or English

You can now set your language in the Pleo desktop app
Svetlana Yershov avatar
Written by Svetlana Yershov
Updated yesterday

Custom Format for Sage50

Pleo has created ready made files for Sage50, but if you want to bring tags (Cost centres) to it - have a look at this article!
Miia avatar
Written by Miia
Updated in the last hour

Why am I being blocked from using Pleo as an admin?

This is what you need to do if you can't access your Pleo account due to unpaid invoices
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated this week

Enabling the Direct Feed with Xero

Set up an automated and Direct Feed from Pleo to Xero
Kasper Thybo avatar
Written by Kasper Thybo
Updated today

How can I activate my Pleo cards?

Learn how to activate your new cards depending on the stage you are at
Cristina Gómez García avatar
Written by Cristina Gómez García
Updated this week

Custom Format for Sage200c

Pleo has created a format for Sage200, but if you want to bring tags (Cost centres) to it - have a look at this article!
Miia avatar
Written by Miia
Updated in the last hour

Pending expenses ⏰

Here is all you need to know about pending expenses
Yuna avatar
Written by Yuna
Updated this week

How to account for transfers into Pleo, in Xero?

Aoife Ryan avatar
Written by Aoife Ryan
Updated today

Why do I see 'Pleo Transaction' in Xero for all my expenses?

Aoife Ryan avatar
Written by Aoife Ryan
Updated today

How do I reset my passcode? (For admins and bookkeepers)

A guide for admins and bookkeepers
Anya avatar
Written by Anya
Updated this week

Add users who have existing Pleo accounts

Email addresses can only be linked to one Pleo account
Anya avatar
Written by Anya
Updated over a week ago

Delivery of Pleo Cards 🚚

Here you can find out how many days your card order will take to arrive.
Yuna avatar
Written by Yuna
Updated this week

Mobile app for Pleo administrators 📱

Learn what a Pleo administrator can do in the Pleo mobile app
Yuna avatar
Written by Yuna
Updated this week

Personal DriveNow transaction appearing in Pleo Expenses.

Learn why a personal DriveNow expense would appear on your Pleo account
Anya avatar
Written by Anya
Updated over a week ago

Reset a user passcode from the admin view

An easy way for admins to reset the passcode on behalf of members
Lukas Herterich avatar
Written by Lukas Herterich
Updated this week

Using a Pleo card without the mobile app

Using your Pleo card without the app
Anya avatar
Written by Anya
Updated over a week ago

Available Balance vs. Current Balance?

What is the different between the available balance and the current balance in the Pleo wallet
Anya avatar
Written by Anya
Updated this week

Pleo Analytics 📊

All you need to know to analyze your company spending
Yuna avatar
Written by Yuna
Updated this week

For Admins only: Re-enable a card after reaching the spending limit

How to re-enable an employee's card once a spending limit has been reached
Anya avatar
Written by Anya
Updated over a week ago

Pay security deposits with Pleo

How to pay for a security deposit with your Pleo account
Anya avatar
Written by Anya
Updated over a week ago

Different time zones in Pleo

Yuna avatar
Written by Yuna
Updated this week

Destroying Pleo Cards

How should I destroy a Pleo card
Yuna avatar
Written by Yuna
Updated this week

Which browsers does Pleo support?

Make sure you use a supported browser to avoid technical issues
Anya avatar
Written by Anya
Updated over a week ago

Authorisations vs. Presentments

Learn about authorisations and presentments to understand the status of your transactions in Pleo
Anya avatar
Written by Anya
Updated over a week ago

I don't recognise a transaction

What to do if you spot a transaction on your Pleo card that you don't recognise
Anya avatar
Written by Anya
Updated over a week ago

Denmark: How to submit the NETS agreement ✅

How to submit the Nets agreement in Denmark for 1-click & auto top-up
Yuna avatar
Written by Yuna
Updated this week

Different currencies on expenses

Understand why a foreign currency will appear on your transaction
Anya avatar
Written by Anya
Updated over a week ago

How to use Storebox

Learn about the benefits of Storebox and how to enable the integration.
Anya avatar
Written by Anya
Updated over a week ago

Denmark: How to set up auto top-up ♻️

How to set up auto top-up in Denmark
Yuna avatar
Written by Yuna
Updated this week

Can Pleo cards be shared or reassigned

Learn why Pleo cards are personal and should not be shared or reassigned
Anya avatar
Written by Anya
Updated over a week ago

Employee Codes 👤

Learn how to set up unique employee codes
Yuna avatar
Written by Yuna
Updated this week

Refunds to your Pleo card

Anya avatar
Written by Anya
Updated over a week ago

Billing Information for Online Purchases

What billing information do I use for online purchases?
Anya avatar
Written by Anya
Updated over a week ago

Give Pleo feedback

What to do if you have ideas or comments to how Pleo could be improved
Anya avatar
Written by Anya
Updated over a week ago

Sweden: How to set up auto top-up with Autogiro

How to set up auto top-up with Autogiro in Sweden
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated yesterday

Link a Pleo card to a PayPal account

How to link a Pleo card to a Paypal account
Anya avatar
Written by Anya
Updated over a week ago

How to download a balance statement from Pleo

All you need to know about your wallet balance and how to get a statement
Yuna avatar
Written by Yuna
Updated this week

Take a tour of the Pleo web app

Take a tour of Pleo by watching the videos below where we’ll walk you through using the web app step by step.
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated this week

What is a valid receipt?

What is valid documentation for a purchase?
Anya avatar
Written by Anya
Updated over a week ago

Fetch: privacy & security

Learn more about how Fetch can find receipts in your inbox and how we ensure your privacy and security.
Aimee van de Schoor avatar
Written by Aimee van de Schoor
Updated over a week ago

My card is due to expire, what happens next?

Sonia Ayed avatar
Written by Sonia Ayed
Updated this week

Business travel insurance from AXA Partners (add-on)

Learn more about our optional Business Travel Insurance add-on on Pleo Premium.
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated this week

I can't register my email, what do I do?

Learn what to do if you get an error message when registering your email
Søren Moesgaard avatar
Written by Søren Moesgaard
Updated over a week ago

Pleo Referral Programme

Learn more about how our referral programme works
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Adding your clients

Learn how to add your clients directly from the Partner Portal
Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

It’s time to verify your company’s key people 🇮🇪

Learn why Pleo is obliged to ask for documents such as proof of identification and proof of address in Ireland
Miia avatar
Written by Miia
Updated over a week ago

CHIP and PIN are not supported by the merchant

What to do if Chip and Pin is not supported by a merchant.
Anya avatar
Written by Anya
Updated over a week ago

A merchant requires my name to be on the Pleo card

What to do if a merchant requires your name to be on your Pleo card.
Anya avatar
Written by Anya
Updated over a week ago

Link a Pleo card to MobilePay

How to link your Pleo card to your MobilePay account
Anya avatar
Written by Anya
Updated over a week ago

How to use your Pleo card with MobilePay?

How to add your Pleo card to your MobilePay account
Anya avatar
Written by Anya
Updated over a week ago

Pleo Perks FAQ

Frequently asked questions about Pleo Perks
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Pocket & ATM withdrawals

Making an ATM withdrawal automatically tops up your Pocket. Learn what to do when the amount is slightly off.
Aimee van de Schoor avatar
Written by Aimee van de Schoor
Updated over a week ago

Pipedrive – Pleo Perks

How to redeem the Pipedrive offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Virtuo – Pleo Perks

How to claim the Virtuo offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

PayFit – Pleo Perks

How to redeem the PayFit offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Personio - Pleo Perks

Cómo canjear la oferta de Personio
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Billy – Pleo Perks

How to redeem the Billy offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Taxdown - Pleo Perks

Cómo canjear la oferta de Taxdown
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Traede – Pleo Perks

Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Personio – Pleo Perks

How to redeem the Personio offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Payfit - Pleo Perks

Cómo canjear la oferta de payfit
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Nannyfy - Pleo Perks

Cómo canjear la oferta de Nannyfy
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

eCooltra - Pleo Perks

Cómo canjear la oferta de E-cooltra
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Cobee - Pleo Perks

Cómo canjear la oferta de Cobee
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Bulb - Pleo Perks

Cómo canjear la oferta de Bulb
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

EatTasty - Pleo Perks

Cómo canjear la oferta de Eat tasty
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Bipi - Pleo Perks

Cómo canjear la oferta de Bipi
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Deliveroo for Business - Pleo Perks

Cómo canjear la oferta de Deliveroo for Business
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Payflow - Pleo Perks

Cómo canjear la oferta de Payflow
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

Hello Fresh - Pleo Perks

How to redeem the Hello Fresh offer
Alen Cvisic avatar
Written by Alen Cvisic
Updated over a week ago

Beleco – Pleo Perks

How to redeem the Beleco offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Too Good To Go - Pleo Perks

Cómo canjear la oferta de Toogoodtogo
Iván Carrera Luzuriaga avatar
Written by Iván Carrera Luzuriaga
Updated over a week ago

GoMore – Pleo Perks

How to redeem the GoMore offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Wolt – Pleo Perks

How to redeem the Wolt offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Thriva – Pleo Perks

How to redeem the Thriva perk
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

How can I remove users from Pleo?

Learn how to delete users from Pleo
Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

YuLife – Pleo Perks

How to redeem the YuLife offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Contractbook – Pleo Perks

How to redeem the Contractbook offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated this week

What is a virtual card? How does it work?

Learn what a virtual card is, and how it is used
Anya avatar
Written by Anya
Updated over a week ago

Wired Relations – Pleo Perks

How to redeem the Wired Relations offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Avis – Pleo Perks

How to redeem the Avis offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Sparqa Legal – Pleo Perks

How to redeem the Sparqa Legal offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Hertz – Pleo Perks

How to redeem the Hertz Offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Hotels.com – Pleo Perks

How to redeem the Hotels.com offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Olaf – Pleo Perks

How to redeem the Olaf offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Where can Pleo cards be used

Learn where Pleo cards are accepted and used
Anya avatar
Written by Anya
Updated over a week ago

24Slides – Pleo Perks

How to redeem the 24Slides offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Filehaven – Pleo Perks

How to redeem the Filehaven offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Green Mobility – Pleo Perks

How to redeem the Green Mobility offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Lost or stolen Pleo card

What to do if your Pleo card is lost, misplaced or stolen
Anya avatar
Written by Anya
Updated over a week ago

Visma eEkonomi – Pleo Perks

How to redeem the Visma eEkonomi offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

I have not received a receipt

What to do if you have not received a receipt for your purchase
Anya avatar
Written by Anya
Updated over a week ago

Voi Business – Pleo Perks

How to redeem the Voi Business offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Dropbox Business – Pleo Perks

How to redeem the Dropbox Business offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Superscript – Pleo Perks

How to redeem the Superscript offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Codecov – Pleo Perks

How to redeem the Codecov offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

How to move your Pleo subscription

Learn how to move your Pleo subscription from one admin's card to another's
Sophie avatar
Written by Sophie
Updated over a week ago

Segment – Pleo Perks

How to redeem the Segment offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Customer.io – Pleo Perks

How to redeem the Customer.io offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Pento – Pleo Perks

How to redeem the Pento offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Blinkist – Pleo Perks

How to redeem the Blinkist offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

City Pantry – Pleo Perks

Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Peakon – Pleo Perks

How to redeem the Peakon offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Monday.com – Pleo Perks

How to redeem the Monday.com offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

AWS – Pleo Perks

How to redeem the AWS offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Hubspot – Pleo Perks

How to redeem the Hubspot offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Humaans – Pleo Perks

How to redeem the Humaans offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

SendGrid – Pleo Perks

How to redeem the Sendgrid offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Twilio – Pleo Perks

How to redeem the Twilio offer
Sam Lafontaine avatar
Written by Sam Lafontaine
Updated over a week ago

Setting up Receipt Finder (Beta)

Aimee van de Schoor avatar
Written by Aimee van de Schoor
Updated over a week ago

I need to use my Business travel insurance from AXA Partners

Oh, no! Here you'll find the relevant contact details to submit an insurance claim for your travel insurance from AXA Partners on your card
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

What is Pleo Reclaim?

Learn more about our end-to-end serviced foreign VAT recovery service.
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

What is the Reclaim application flow and price?

Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

What countries can you reclaim from?

Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

Communication during your reclaim

Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

Adding an accounting practice to your Pleo account

Adding an accounting practice as your external bookkeeper
Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Introduction to the Partner Portal

What you will be able to do with the Pleo Partner Portal
Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Add co-workers to Portal and assign them to clients

Learn how to assign practice members to a client’s Pleo account
Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Accessing clients’ Pleo accounts

Learn how to access clients’ Pleo accounts from The Partner Portal
Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Verifying your client in Pleo

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Adding admin(s) and team members

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Ordering plastic cards

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Download the Pleo mobile app and activate cards

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Transferring first funds to Pleo

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

Setting up expense categories

Yuna avatar
Written by Yuna
Updated over a week ago

Set up accounting integration

Mads Jersin avatar
Written by Mads Jersin
Updated over a week ago

New card, new powers

All you need to know about our new Pleo cards
Aimee van de Schoor avatar
Written by Aimee van de Schoor
Updated over a week ago

When can I order new Pleo cards?

Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

How can I order new Pleo cards?

Discover how you can order new Plastic cards
Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

Card delivery times

When will my new cards arrive?
Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

Pleo's Privacy Policy

Marie Moesgaard avatar
Written by Marie Moesgaard
Updated over a week ago

Subscriptions linked to your Pleo cards

Update your payment details on the merchant's end after activating your new cards
Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

Where is the money held?

Marie Moesgaard avatar
Written by Marie Moesgaard
Updated over a week ago

Update billing information in Pleo

Cristina Gómez García avatar
Written by Cristina Gómez García
Updated over a week ago

How do I delete our Pleo account?

If Pleo is no longer a preferred solution for your company, here's what to do
Marie Moesgaard avatar
Written by Marie Moesgaard
Updated over a week ago

3-D Secure for Pleo credit cards

Learn how to approve online purchases
Anya avatar
Written by Anya
Updated over a week ago

How does Pleo protect you from fraud?

Marie Moesgaard avatar
Written by Marie Moesgaard
Updated over a week ago

Adding your company's VAT Registration Number in Pleo

How do I add my VAT Registration number to Pleo?
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

How does the billing work at Pleo?

Learn about how the billing works at Pleo
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Refunds and Chargebacks

Anya avatar
Written by Anya
Updated over a week ago

Biometric authentication

Learn more about how we treat your biometric credentials.
Aimee van de Schoor avatar
Written by Aimee van de Schoor
Updated over a week ago

KYC questions during on-boarding

Here's what you need to know about the security questions in our on-boarding process
Charlotte avatar
Written by Charlotte
Updated over a week ago

Foreign Transaction Fee on Pleo cards

All you need to know about the Foreign transaction fee
Sonia Ayed avatar
Written by Sonia Ayed
Updated over a week ago