Managing an organisation's Pleo account

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

Mads Jersin avatar Aoife Ryan avatar Jonathan Bredo avatar +8
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
Aoife Ryan avatar
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)
Angela avatar
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
Angela avatar
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.
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

How to set up employee codes

Learn how to set up unique employee codes
Yuna avatar
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.
Angela avatar
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
Mads Jersin avatar
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.
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

How to set limits on Pleo cards

Learn "the who" and "the how" of spending limits.
Angela avatar
Written by Angela
Updated over a week ago

How to destroy a Pleo card

Learn how admins and extended bookkeepers can destroy plastic cards.
Yuna avatar
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.
Arnon Shimoni avatar
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.
Arnon Shimoni avatar
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.
Angela avatar
Written by Angela
Updated over a week ago
More features

Pleo Invoices

Pay and manage your invoices in Pleo!
Angela avatar
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.
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

Pleo Analytics

A visual overview to analyse your company spending
Angela avatar
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).
Angela avatar
Written by Angela
Updated over a week ago

Multi-Entity Management

Learn how to access multiple entities across a larger organisation.
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

Feature: Open API

You can now create your own integration with the Pleo API
Anna Maria Szczepaniak avatar
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.
Jonathan Bredo avatar
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
Arnon Shimoni avatar
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.
Qadar Ahmed avatar
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.
Anya avatar
Written by Anya
Updated over a week ago