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Pleo for the admin and bookkeeper
Pleo for the admin and bookkeeper
Everything you need to know as a Pleo admin or bookkeeper
24 articles in this collection
Written by
Björn Ingmansson
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