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Managing an organisation's Pleo account
Learn what admins and bookkeepers can do



Explore the admin view of the Pleo web app
How to invite and delete users in Pleo
How to change user roles
How to set up employee codes
How to invite an external bookkeeper to Pleo
How to add an accounting practice to your Pleo account
How to create teams, reviewers and review expenses
How to order plastic Pleo cards
How to set and adjust limits on Pleo cards
Where to find your Pleo Billing plan, VAT details, and payment history
How (and when) is VAT added to Pleo Billing
What's included in Pleo's legacy pricing plans?
How to top-up your Pleo Wallet
Budgets at Pleo
Why Pleo might need more info about your Wallet top-up
Where to find a real-time expense overview
How to pay vendors with Pleo Invoices
What should be included in an invoice
How Subscriptions work
How the Analytics page works
What "pending" means for card expenses
What's the difference between an available balance and current balance?
How foreign transaction fees work
How Cashback works
How to sync Pleo with TravelPerk
How to switch between multiple Pleo accounts
If your organisation changes its name or address