Managing Pleo

Everything you need to know as a Pleo admin or bookkeeper

Martina Olsen avatar Aoife Ryan avatar Kasper Thybo avatar +5
54 articles in this collection
Written by Martina Olsen, Aoife Ryan, Kasper Thybo and 5 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 πŸ‘οΈ

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

Pleo Analytics πŸ“Š

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

Create tax codes in Pleo πŸ’·

Learn how to create and attach tax codes in Pleo
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Written by Yuna
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

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 πŸ‘€

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

How to find all your transactions from Export

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Written by Miia
Updated over a week ago

Export expenses from Pleo πŸ”

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