Managing an organisation's Pleo account

Learn about the respective Pleo-related tasks for admins and bookkeepers

38 articles in this collection
Written by Mads Jersin, Aoife Ryan, Jonathan Bredo and 8 others

For admins and extended access bookkeepers

Explore the admin view of the Pleo web app

What the Pleo web app can look like for admins and bookkeepers

Written by Aoife Ryan
Updated over a week ago

How to top-up your Pleo Wallet

Learn how to transfer funds to your Pleo Wallet (and how long it takes for them to arrive)

Written by Angela
Updated this week

How to invite and delete users in Pleo

Learn how to invite employees and external bookkeepers to your organisation's Pleo account

Written by Angela
Updated over a week ago

How to set up more Pleo administrators

Learn how to change a colleague's user role from "employee" to "admin" in the People page.

Written by Aoife Ryan
Updated over a week ago

How to set up employee codes

Learn how to set up unique employee codes

Written by Yuna
Updated over a week ago

How to invite an external bookkeeper to Pleo

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

Written by Angela
Updated over a week ago

How to add an accounting practice to your Pleo account

How to invite a Pleo partner accountancy to help manage your bookkeeping tasks

Written by Mads Jersin
Updated over a week ago

How to create teams and reviewers

Learn how to create teams and assign them respective reviewers.

Written by Angela
Updated over a week ago

How to order plastic Pleo cards

Learn how to get every admin and employee their very own Pleo card.

Written by Angela
Updated over a week ago

How to set limits on Pleo cards

Learn "the who" and "the how" of spending limits.

Written by Angela
Updated over a week ago

How to destroy a Pleo card

Learn how admins and extended bookkeepers can destroy plastic cards.

Written by Yuna
Updated over a week ago

Where to find your Pleo Billing plan, VAT details, and payment history

Here's where you can see what (and when) you're paying for Pleo, as well as make changes to your Billing plan.

Written by Arnon Shimoni
Updated over a week ago

How (and when) is VAT added to Pleo Billing

Find out if your country is or is not VAT exempt, and what to do to qualify for Reverse Charge VAT.

Written by Arnon Shimoni
Updated over a week ago

What's included in Pleo's legacy pricing plans?

Get an overview of Pleo's Free, Team, and Business plans for customers who signed up before July 18th, 2022.

Written by Angela
Updated over a week ago

For admins and bookkeepers with limited access

Expense View

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

Written by Angela
Updated over a week ago

Pending expenses

Here is all you need to know about pending expenses

Written by Yuna
Updated over a week ago

Available balance vs. current balance

What is the different between the available balance and the current balance in the Pleo wallet

Written by Anya
Updated over a week ago

For admins and bookkeepers with access to settle Pocket expenses

Pleo Pocket for admins

Learn about enabling Pocket, reimbursements, and more

Written by Aoife Ryan
Updated over a week ago

Updates to Pleo Pocket (September 2022)

Written by Miia
Updated over a week ago

For admins and bookkeepers with advanced Wallet access

Open banking (instant transfer) for Pleo's UK-based customers

Learn about the fastest method to get funds into your Pleo Wallet.

Written by Angela
Updated over a week ago

How to set up auto top-up (euro currency)

Make sure there's enough money in your Wallet with SEPA auto top-up for euro currency accounts.

Written by Angela
Updated over a week ago

How to set up auto top-up (Denmark)

Make sure there's enough money in your Wallet with auto top-up for Danish accounts.

Written by Angela
Updated over a week ago

Denmark: How to submit a Mastercard Overførselsservice

How to submit a Mastercard transfer agreement that enables auto top-up for Pleo accounts registered in Denmark

Written by Maria Skovborg
Updated yesterday

How to set up auto top-up (Sweden)

Make sure there's enough money in your Wallet with Autogiro for Swedish accounts.

Written by Angela
Updated over a week ago

Why Pleo might need more info about your Wallet top-up

Just got an email from Pleo's compliance team? Wondering why we're bothering you for more info? This article explains why.

Written by Angela
Updated this week

How to withdraw from your Pleo Wallet

Transfer money from your Pleo Wallet back to your company's bank account.

Written by Angela
Updated this week

More features

Pleo Invoices

Pay and manage your invoices in Pleo!

Written by Angela
Updated over a week ago

What should be included in an invoice

Using Pleo Invoices? Great! Here's the info needed for every invoice.

Written by Angela
Updated over a week ago

Subscriptions

Pleo's subscriptions overview will give you back the control over all those monthly SaaS expenses. See what is spent by who.

Written by Angela
Updated over a week ago

Pleo Analytics

A visual overview to analyse your company spending

Written by Angela
Updated over a week ago

How Cashback works (Germany and Spain only)

Learn how Cashback works and how to sign up for it (currently available in Germany and Spain).

Written by Angela
Updated over a week ago

Multi-Entity Management

Learn how to access multiple entities across a larger organisation.

Written by Angela
Updated over a week ago

Switching between multiple Pleo accounts

Learn how admins, employees, and external bookkeepers can switch between Pleo accounts.

Written by Angela
Updated over a week ago

Feature: Open API

You can now create your own integration with the Pleo API

Written by Anna Maria Szczepaniak
Updated over a week ago

Business travel insurance from AXA Partners (add-on)

Learn more about our optional Business Travel Insurance add-on on Pleo.

Written by Jonathan Bredo
Updated over a week ago

I need to use my Business travel insurance from AXA Partners

Here you'll find the relevant contact details to submit an insurance claim for your travel insurance from AXA Partners on your card

Written by Arnon Shimoni
Updated over a week ago

How Pleo can help you reclaim VAT

Learn about how VAT reclaim works and how to sign up for the service.

Written by Qadar Ahmed
Updated over a week ago

How to use Storebox

Learn about the benefits of Storebox and how to enable the integration.

Written by Anya
Updated over a week ago