Managing Pleo

Everything you need to know as a Pleo admin or bookkeeper

Jakob Jensen avatar Martina Olsen avatar Aoife Ryan avatar +8
68 articles in this collection
Written by Jakob Jensen, Martina Olsen, Aoife Ryan and 8 others
Manage Expenses and Automation

Pending expenses ⏰

Here is all you need to know about pending expenses
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Written by Yuna
Updated over a week ago

Expense View 👁️

The Expense View will allow you to have a quick overview of your company's transactions
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Written by Yuna
Updated over a week ago

Different time zones in Pleo

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Written by Yuna
Updated yesterday

Pleo Analytics 📊

All you need to know to analyze your company spending
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Written by Yuna
Updated over a week ago

Create tax codes in Pleo 💷

Learn how to create and attach tax codes in Pleo
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Written by Yuna
Updated over a week ago

Erstellen Sie Steuercodes in Pleo 💷

So erstellen Sie Steuercodes in Pleo & verknüpfen diese mit Ihren Ausgaben
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Written by Lukas Herterich
Updated over a week ago

Setting up your Categories ✈️

Setting up categories is valuable for bookkeeping purposes as this is the way to attach nominal codes and VAT to your expenses
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Written by Yuna
Updated over a week ago

Kategorien einrichten ✈️

Gestalten Sie Ihre Buchhaltung noch effektiver und ordnen Sie Ihren Ausgaben im Handumdrehen Sachkonto und Steuerschlüssel zu
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Written by Lukas Herterich
Updated over a week ago

Setting-up tags in Pleo 🏷️

Create tags in Pleo to track expenses
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Written by Yuna
Updated over a week ago

Employee Codes 👤

Learn how to set up unique employee codes
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Written by Yuna
Updated over a week ago

How to review expenses in Pleo

Do you want to review each expense and make sure the VAT is correct? Read this guide through and you'll have all you need!
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Written by Miia
Updated over a week ago

Split expenses

Split expenses into multiple VAT rates and accounts
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Written by Kasper Thybo
Updated over a week ago

How to find all your transactions from Export

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Written by Miia
Updated over a week ago

Download your company's expenses

How to get a data spreadsheet report out of Pleo
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Written by Kasper Thybo
Updated over a week ago

Export expenses from Pleo 🔁

Learn how to export the expenses from Pleo to your bookkeeping system
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Written by Yuna
Updated over a week ago

Custom format to Export

Here's how to create a data export from Pleo into a custom csv or xlsx format
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Written by Miia
Updated over a week ago