Pleo

Angela

Yuna

Anya

Managing an organisation's Pleo account 

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

Explore the admin view of the Pleo web app

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

How to invite and delete users in Pleo

Find out how to change from one user role to another

How to change user roles

Learn how to set up unique employee codes

How to set up employee codes

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

How to invite an external bookkeeper to Pleo

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

How to add an accounting practice to your Pleo account

Learn how you can create teams, reviewers, and review expenses to promote responsible spending.

How to create teams, reviewers and review expenses

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

How to order plastic Pleo cards

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

How to set limits on Pleo cards

How to re-enable an employee's card once a spending limit has been reached

How to unfreeze a card after reaching the spending limit

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

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

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

How (and when) is VAT added to Pleo Billing

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

Aoife Ryan

Joshua Keal

For admins and bookkeepers with extended access

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

How to top-up your Pleo Wallet

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

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

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

Where to find a real-time expense overview

Learn how to approve, schedule, and pay invoices (available in the UK and Germany).

How to pay vendors with Pleo Invoices

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

What should be included in an invoice

Get an overview of software and other subscription services used throughout your organisation

How Subscriptions work

A visual overview to analyse your company spending

How the Analytics page works

All you need to know about pending expenses

What "pending" means for card expenses

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

What's the difference between an available balance and current balance?

All you need to know about the foreign transaction fee

How foreign transaction fees work

Learn how Cashback works and how to sign up.

How Cashback works

Learn how admins can enable automatic receipt capture between TravelPerk and Pleo.

How to sync Pleo with TravelPerk

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

How to switch between multiple Pleo accounts

Please reach out to Pleo once the change is visible in your country's official company registry

If your organisation changes its name or address

For admins and bookkeepers with limited access (and higher)

Learn about enabling Pocket, reimbursements, and more

How Pocket works

Learn how to invite employees as "Reimbursement only" and how this differs from Pleo cardholders.

How is a "Pocket-only" employee different from a cardholder?

Learn how admins and bookkeepers can set up mileage

How mileage works

Learn how you and your employees can track Benefit allowance spend in Pleo.

Benefit Allowances in Pleo

Miia

For admins and bookkeepers with access to settle Pocket expenses

Learn how to automatically transfer funds to Pleo when your Wallet balance falls below a set threshold.

How to enable auto top-up

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

How to submit a Mastercard Overførselsservice (for customers in Denmark)

Learn about a quick, easy way to get funds into your Pleo Wallet.

How to use open banking (for customers in the UK and the Netherlands)

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

How to withdraw funds from your Pleo Wallet

Already using Pleo but recently changed business bank accounts? Here's what to do for manual and automatic Wallet top-ups.

If your organisation has a new bank account

Maria Skovborg

For admins and bookkeepers with advanced Wallet access

Learn how to access multiple entities across a larger organisation.

What is Multi-Entity Management?

Pleo's API lets you sync business expenses with your accounting system.

How to use Pleo's open API

Want to connect Pleo to other applications through Zapier? Here's how to get started.

How to connect Pleo and Zapier

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

How travel insurance from AXA Partners works (legacy customers only)

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

Managing an organisation's Pleo account

For admins and bookkeepers with extended access

For admins and bookkeepers with limited access (and higher)

For admins and bookkeepers with access to settle Pocket expenses

For admins and bookkeepers with advanced Wallet access

For admins only