Managing an organisation's Pleo account

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

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