Go to Pleo
Dansk
Deutsch
English
Español
Français
Italiano
Nederlands
Português
Suomi
Svenska
All Collections
Managing an organisation's Pleo account
Managing an organisation's Pleo account
Learn about the respective Pleo-related tasks for admins and bookkeepers
+9
39 articles in this collection
Written by
Mads Jersin,
Aoife Ryan,
Jonathan Bredo
and 9 others
For admins and bookkeepers with extended access
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 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 change user roles
Find out how to change from one user role to another
Written by
Joshua Keal
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, reviewers and review expenses
Learn how to create teams and assign them reviewers, as well as, find out how to review expenses.
Written by
Angela
Updated this week
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 unfreeze a card after reaching the spending limit
How to re-enable an employee's card once a spending limit has been reached
Written by
Anya
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 (and higher)
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 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 over a week ago
Where to find a real-time expense overview
The Expense View will allow you to have a quick overview of your company's transactions
Written by
Angela
Updated over a week ago
How to pay vendors with Pleo Invoices
Learn how to approve, schedule, and pay invoices (available in the UK and Germany).
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
How Subscriptions work
Get an overview of software and other subscription services used throughout your organisation
Written by
Angela
Updated over a week ago
How the Analytics page works
A visual overview to analyse your company spending
Written by
Angela
Updated over a week ago
What "pending" means for card expenses
All you need to know about pending expenses
Written by
Yuna
Updated over a week ago
What's the difference between an available balance and 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
How foreign transaction fees work
All you need to know about the foreign transaction fee
Written by
Alex
Updated over a week ago
How Cashback works
Learn how Cashback works and how to sign up.
Written by
Angela
Updated over a week ago
How to sync Pleo with TravelPerk
Learn how admins can enable automatic receipt capture between TravelPerk and Pleo.
Written by
Angela
Updated this week
How to switch between multiple Pleo accounts
Learn how admins, employees, and external bookkeepers can switch between Pleo accounts.
Written by
Angela
Updated over a week ago
For admins and bookkeepers with access to settle Pocket expenses
How Pocket works
Learn about enabling Pocket, reimbursements, and more
Written by
Aoife Ryan
Updated over a week ago
How is a "Pocket-only" employee different from a cardholder?
Learn how to invite employees as "Reimbursement only" and how this differs from Pleo cardholders.
Written by
Miia
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
How to enable auto top-up
Learn how to automatically transfer funds to Pleo when your Wallet balance falls below a set threshold.
Written by
Angela
Updated over a week ago
How to submit a Mastercard Overførselsservice (for customers in Denmark)
How to submit a Mastercard transfer agreement that enables auto top-up for Pleo accounts registered in Denmark
Written by
Maria Skovborg
Updated over a week ago
How to use open banking (for customers in the UK and the Netherlands)
Learn about a quick, easy way to get funds into your Pleo Wallet.
Written by
Angela
Updated over a week ago
How to withdraw funds from your Pleo Wallet
Transfer money from your Pleo Wallet back to your company's bank account.
Written by
Angela
Updated over a week ago
If your organisation has a new bank account
Already using Pleo but recently changed business bank accounts? Here's what to do for manual and automatic Wallet top-ups.
Written by
Angela
Updated over a week ago
For admins only
What is Multi-Entity Management?
Learn how to access multiple entities across a larger organisation.
Written by
Angela
Updated over a week ago
How to use Pleo's open API
Pleo's API lets you sync business expenses with your accounting system.
Written by
Anna Maria Szczepaniak
Updated over a week ago
How to connect Pleo and Zapier
Want to connect Pleo to other applications through Zapier? Here's how to get started.
Written by
Angela
Updated over a week ago
How travel insurance from AXA Partners works (legacy customers only)
Learn more about our optional Business Travel Insurance add-on on Pleo.
Written by
Jonathan Bredo
Updated over a week ago
How to use your 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