Paying with Pleo

Everything you need to know about using Pleo cards and submitting Pocket expenses

Aoife Ryan avatar Aimee van de Schoor avatar Anya avatar +7
34 articles in this collection
Written by Aoife Ryan, Aimee van de Schoor, Anya and 7 others
Spending with Pleo

Pocket-only employees versus cardholders

Learn how to invite employees as "Reimbursement only" and how this differs from Pleo cardholders.
Miia avatar
Written by Miia
Updated this week

How to submit a Pocket expense and get reimbursed

Learn 1) how to add an expense in the Pleo mobile or web app and 2) how to get reimbursed to a personal card or bank account.
Angela avatar
Written by Angela
Updated over a week ago

How to find your spending limits

Learn where you can see your spending limits (as well as your reviewers and admins) in Pleo's mobile and web app.
Joshua Keal avatar
Written by Joshua Keal
Updated over a week ago

How can I mark an expense as personal

Oops! You made a private expense on your Pleo card
Anya avatar
Written by Anya
Updated over a week ago

Add a paper receipt to an expense in Pleo

Using Pleo to pay in-store? Here's how to add a picture of the receipt.
Angela avatar
Written by Angela
Updated over a week ago

Add a note to an expense

How to add a note to an expense
Angela avatar
Written by Angela
Updated over a week ago

Add a digital receipt to an online Pleo purchase

Add a receipt by uploading manually, email forwarding, or enabling Fetch.
Angela avatar
Written by Angela
Updated this week

What to do if you are missing a receipt

Learn what to do if you are missing or have lost a receipt
Angela avatar
Written by Angela
Updated over a week ago

Using a Pleo card at a cashpoint

How to use a Pleo card at a cashpoint (ATM), and withdraw limits
Angela avatar
Written by Angela
Updated over a week ago

Using your Pleo card abroad

All you need to know about using your Pleo card abroad
Angela avatar
Written by Angela
Updated over a week ago

What is a valid receipt?

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

How to approve online transactions

Approve online purchases with "3-D Secure" steps in the Pleo app
Anya avatar
Written by Anya
Updated over a week ago

Refunds and Chargebacks

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
Martin Lapain Ziebrandtsen avatar
Written by Martin Lapain Ziebrandtsen
Updated over a week ago

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

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

Foreign Transaction Fee on Pleo cards

All you need to know about the Foreign transaction fee
Alex avatar
Written by Alex
Updated over a week ago
Extra features

How to automatically forward receipts from Gmail

Automate the upload of receipts using Forward to Pleo with automatic forwarding from your Gmail account
Gorjan Dimitrov avatar
Written by Gorjan Dimitrov
Updated over a week ago

Fetch: automatic receipt capture

Learn about turning on Fetch, considerations for your company's IT department, and why Fetch is limited to a single work email.
Joshua Keal avatar
Written by Joshua Keal
Updated this week

Forward to Pleo: Send Receipts by Email

Now you can forward emails to Pleo, which automatically matches receipts to expenses.
Gorjan Dimitrov avatar
Written by Gorjan Dimitrov
Updated over a week ago

Reviewing expenses

Set up an expense review process to promote responsible spending
Angela avatar
Written by Angela
Updated over a week ago

Mileage

Learn how to enable mileage and how to submit a mileage claim.
Angela avatar
Written by Angela
Updated over a week ago

Friskvård in Pleo for employees

Filip Örtegren avatar
Written by Filip Örtegren
Updated over a week ago

Per diem and meal deductions (for German and Swedish accounts)

Learn how per diem works and which deductibles might apply.
Angela avatar
Written by Angela
Updated over a week ago

Pocket and cash withdrawals

Create a Pocket expense (or expenses) to balance out a cash withdrawal made with a Pleo card.
Angela avatar
Written by Angela
Updated over a week ago

How to automatically forward receipts to Forward to Pleo

How to automatically forward emails from Outlook and other email applications.
Gorjan Dimitrov avatar
Written by Gorjan Dimitrov
Updated over a week ago

Add participants to a Pleo expense: "representation" for Swedish customers

Learn how you and your employees can add a list of people who attended a business meal or event
Angela avatar
Written by Angela
Updated over a week ago