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 +10
42 articles in this collection
Written by Mads Jersin, Aoife Ryan, Jonathan Bredo and 10 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
Aoife Ryan avatar
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
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 change user roles

Find out how to change from one user role to another
Joshua Keal avatar
Written by Joshua Keal
Updated this week

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 review expenses

Set up an expense review process to promote responsible spending
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 unfreeze a card after reaching the spending limit

How to re-enable an employee's card once a spending limit has been reached
Anya avatar
Written by Anya
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
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)
Angela avatar
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.
Angela avatar
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
Angela avatar
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).
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

How Subscriptions work

Get an overview of software and other subscription services used throughout your organisation
Angela avatar
Written by Angela
Updated over a week ago

How the Analytics page works

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

What "pending" means for card expenses

All you need to know about pending expenses
Yuna avatar
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
Anya avatar
Written by Anya
Updated over a week ago

How foreign transaction fees work

All you need to know about the foreign transaction fee
Alex avatar
Written by Alex
Updated over a week ago

How Cashback works

Learn how Cashback works and how to sign up.
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

How to switch 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