Pleo for the admin and bookkeeper

Getting started

Verifying your company’s key people 🇬🇧

Learn why Pleo is obliged to ask for documents such as proof of identification and proof of address in the UK

Written by Björn Ingmansson
Updated over a week ago

How to top-up your Pleo wallet 💰

Learn how to transfer funds to your Pleo wallet

Written by Björn Ingmansson
Updated over a week ago

Invite & delete users in Pleo 👥

Learn how to invite and delete users in Pleo.

Written by Björn Ingmansson
Updated over a week ago

Ordering plastic Pleo cards 💳

Learn how to order plastic Pleo cards for all your users

Written by Björn Ingmansson
Updated over a week ago

How to set 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

Written by Björn Ingmansson
Updated over a week ago

Example categories for Pleo

This article can serve as inspiration while you are setting up your categories

Written by Björn Ingmansson
Updated over a week ago

Expense View 👁️

The Expense View will allow you to have a quick overview of your company's transactions

Written by Björn Ingmansson
Updated over a week ago

Teams, limits and bookkeepers

Create Teams and reviewers 🏀

Learn how to create teams in Pleo

Written by Björn Ingmansson
Updated over a week ago

Reviewing expenses

Set up an expense review process to promote responsible spending

Written by Björn Ingmansson
Updated over a week ago

Set limits on Pleo cards 🔢

Learn how to set different purchasing limits on the cards

Written by Björn Ingmansson
Updated over a week ago

Set up more Pleo administrators 👦👩

Administrators are users that have more functionalities and user rights, here is how you give more users the admin rights.

Written by Björn Ingmansson
Updated over a week ago

Invite your external bookkeeper into Pleo 📒

Learn how to invite your external bookkeeper or accountant to Pleo.

Written by Björn Ingmansson
Updated over a week ago

What you can do as an external bookkeeper 👨‍💼️

All you need to get started as an external bookkeeper in Pleo

Written by Björn Ingmansson
Updated over a week ago

Accounting systems

Setting up the custom export format

Here's how to create a data export from Pleo into a custom csv or xlsx format

Written by Björn Ingmansson
Updated over a week ago

How to use Pocket with your accounting

Pocket helps you keep track of cash and out of pocket expenses. Here is all you need to know to account for these.

Written by Björn Ingmansson
Updated over a week ago

Setting up the Microsoft Dynamics 365 Business Central integration

Learn how to set up and administrate the Business Central integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Visma eEkonomi Integration

Learn how to set up and administrate the Visma eEkonomi integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Fortnox integration

Learn how to set up and administrate the Fortnox integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the SIE file 🦌

Learn how to set up and administrate the SIE file for a quick export to any Swedish Accounting system

Written by Björn Ingmansson
Updated over a week ago

Reverse VAT in Sweden ↩️

Learn how to set up tax codes to be able to account for reverse VAT in Sweden

Written by Björn Ingmansson
Updated over a week ago

Manage Expenses and Automation

How to set up your tax codes 💷

Learn how to set up and administrate tax codes in Pleo

Written by Björn Ingmansson
Updated over a week ago

How to set up your tags (cost centers and projects) 🏷️

This is a guide on how to create and administrate tags in Pleo to track your expenses

Written by Björn Ingmansson
Updated this week

How to export expenses from Pleo 🔁

Learn how to export the expenses from Pleo to your bookkeeping system

Written by Björn Ingmansson
Updated over a week ago

Split expenses

Split expenses into multiple VAT rates and accounts

Written by Björn Ingmansson
Updated over a week ago