Pleo for the admin and bookkeeper

Everything you need to know as a Pleo admin or bookkeeper

+1

17 articles in this collection
Written by Kasper Thybo, Søren Moesgaard, Yuna and 1 other

Getting started

It’s time to verify 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 Søren Moesgaard
Updated this week

How to top-up your Pleo wallet 💰

Learn how to transfer funds to your Pleo wallet

Written by Yuna
Updated this week

Invite & delete users in Pleo 👥

Learn how to invite and delete users in Pleo.

Written by Yuna
Updated over a week ago

Ordering plastic Pleo cards 💳

Learn how to order plastic Pleo cards for all your users

Written by Yuna
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 Yuna
Updated yesterday

Example categories for Pleo

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

Written by Miia
Updated yesterday

Expense View 👁️

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

Written by Yuna
Updated yesterday

Teams, limits and bookkeepers

Create Teams and reviewers 🏀

Learn how to create teams in Pleo

Written by Yuna
Updated this week

Reviewing expenses

Set up an expense review process to promote responsible spending

Written by Yuna
Updated this week

Set limits on Pleo cards 🔢

Learn how to set different purchasing limits on the cards

Written by Yuna
Updated this week

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 Yuna
Updated over a week ago

Invite your external bookkeeper into Pleo 📒

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

Written by Yuna
Updated this week

What you can do as an external bookkeeper 👨‍💼️

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

Written by Yuna
Updated this week

Manage Expenses and Automation

How to set up your tax codes 💷

Learn how to set up and administrate tax codes in Pleo

Written by Yuna
Updated yesterday

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 Yuna
Updated this week

How to export expenses from Pleo 🔁

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

Written by Yuna
Updated yesterday

Split expenses

Split expenses into multiple VAT rates and accounts

Written by Kasper Thybo
Updated yesterday