Pleo for the user

Everything you need to know about using Pleo for company expenses

22 articles in this collection
Written by Aimee van de Schoor, Anya, and Svetlana Yershov

Getting started

How to download the Pleo mobile app

Here is how you can download the mobile app, and why this will help you to get the most from Pleo!

Written by Anya
Updated yesterday

Difference between the virtual and the plastic cards

Learn about the difference between Pleo virtual and plastic cards

Written by Anya
Updated this week

Activate your Pleo card

How does one activate and pair their Pleo card to an account

Written by Anya
Updated this week

PIN code for your plastic card

How to see the PIN code of your Pleo plastic card

Written by Anya
Updated over a week ago

Spending

Add a paper receipt to an expense in Pleo

How to add a paper receipt to a Pleo expense

Written by Anya
Updated over a week ago

Add a note to an expense

How to add a note to an expense

Written by Anya
Updated this week

Upload online receipts and invoices

How to upload a online receipt or invoice to Pleo from email.

Written by Anya
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

Written by Anya
Updated this week

Using a Pleo card at an ATM

How to use a Pleo card at an ATM, and withdraw limits

Written by Anya
Updated over a week ago

How to freeze Pleo cards when lost or stolen

What to do when your Pleo card has been lost or stolen

Written by Anya
Updated over a week ago

Limits to your Pleo card

Learn about the spending limits on your Pleo card

Written by Anya
Updated over a week ago

Using your Pleo card abroad

All you need to know about using your Pleo card abroad

Written by Anya
Updated over a week ago

Declined transactions

What to do if your transaction has been declined.

Written by Anya
Updated over a week ago

Exceeded PIN attempts

What to do if you have entered the wrong PIN too many times

Written by Anya
Updated over a week ago

Settings

Reset and change your passcode

How to change your passcode in the mobile app and on your web-browser

Written by Anya
Updated this week

I am not receiving real time notifications

What to do if you are not receiving notifications from your mobile app?

Written by Anya
Updated this week

Extra features

Use Apple Pay with Pleo 🍏

Take care of business spending. Add your Pleo card to Apple Pay to make fast, secure payments with your iPhone or Apple Watch.

Written by Svetlana Yershov
Updated this week

Fetch for Microsoft 365

Fetch helps you find receipts for online expenses in your inbox.

Written by Aimee van de Schoor
Updated over a week ago

Fetch for Gmail setup

Fetch helps you find receipts for online expenses in your inbox.

Written by Aimee van de Schoor
Updated over a week ago

Pleo Pocket (Beta)

Pleo Pocket is where you keep track of non-card expenses, like cash, out of pocket and mileage expenses.

Written by Aimee van de Schoor
Updated over a week ago

Mileage

A short guide on how to enable mileage as an admin and how to add mileage claims as a user.

Written by Aimee van de Schoor
Updated this week

Per Diem meal deductions

Per Diem is a lump sum that you can claim in Pleo when you've been travelling for work. Some meals need to be deducted from the sum.

Written by Aimee van de Schoor
Updated this week