Managing your Pleo account

Become a Pleo Pro: Everything you need to know about using Pleo for company expenses

Marie Moesgaard avatar Mads Jersin avatar Aoife Ryan avatar +9
41 articles in this collection
Written by Marie Moesgaard, Mads Jersin, Aoife Ryan and 9 others
Using pleo as an admin or bookkeeper

Set up more Pleo administrators 👦👩

Administrators are users that have more functionalities and user rights, here is how you give more users the admin rights.
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Create Teams and reviewers 🏀

Learn how to create teams in Pleo
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Log in to your Pleo account: Give trust to your device

How to avoid submitting the 6-digit verification code every time you log in to Pleo
Saga Fristedt avatar
Written by Saga Fristedt
Updated over a week ago

How to set up auto top-up (EUR region)

SEPA auto top-up for Euro accounts
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Reset a user passcode from the admin view

An easy way for admins to reset the passcode on behalf of members
Lukas avatar
Written by Lukas
Updated over a week ago

Reviewing expenses

Set up an expense review process to promote responsible spending
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Invite & delete users in Pleo 👥

Learn how to invite and delete users in Pleo.
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

How to top-up your Pleo wallet 💰

Learn how to transfer funds to your Pleo wallet
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

What you can do as an external bookkeeper 👨‍💼️

All you need to get started as an external bookkeeper in Pleo
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Denmark: How to submit the NETS agreement ✅

How to submit the Nets agreement in Denmark for 1-click & auto top-up
Yuna avatar
Written by Yuna
Updated over a week ago

Change your subscription plan in Pleo

Anya avatar
Written by Anya
Updated over a week ago

Pending expenses ⏰

Here is all you need to know about pending expenses
Yuna avatar
Written by Yuna
Updated over a week ago

Why am I being blocked from using Pleo as an admin?

This is what you need to do if you can't access your Pleo account due to unpaid invoices
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Denmark: How to set up auto top-up ♻️

How to set up auto top-up in Denmark
Yuna avatar
Written by Yuna
Updated over a week ago

Available Balance vs. 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

Add users who have existing Pleo accounts

Email addresses can only be linked to one Pleo account
Anya avatar
Written by Anya
Updated over a week ago

Destroying Pleo Cards

How should I destroy or cancel a Pleo card
Yuna avatar
Written by Yuna
Updated over a week ago

Expense View 👁️

The Expense View will allow you to have a quick overview of your company's transactions
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Sweden: How to set up auto top-up with Autogiro

How to set up auto top-up with Autogiro in Sweden
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Employee Codes 👤

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

Admin/Bookkeeper: How do I reset my passcode?

A passcode guide for admins and bookkeepers
Anya avatar
Written by Anya
Updated over a week ago

How does the billing work at Pleo?

Learn about how the billing works at Pleo
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated this week

Mobile app for Pleo administrators 📱

Learn what a Pleo administrator can do in the Pleo mobile app
Yuna avatar
Written by Yuna
Updated over a week ago

Where is the money held?

Find out how Pleo securely handles your funds
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

How do I delete our Pleo account?

If Pleo is no longer a preferred solution for your company, here's what to do
Marie Moesgaard avatar
Written by Marie Moesgaard
Updated over a week ago
Special Features

Pleo Reclaim: Terms of Service

Terms and conditions when using the Pleo Reclaim Service
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

Feature: Pleo Bills

You can now pay and manage your invoices via Pleo!
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

Pocket: Reimburse from the Wallet

Soon, your employees will be able to add their personal debit or credit card to Pleo in order to settle their balance.
Aoife Ryan avatar
Written by Aoife Ryan
Updated yesterday

What is Strong Customer Authentication and PSD2?

How do we use Strong Customer Authentication and why?
Miia avatar
Written by Miia
Updated over a week ago

Fetch: privacy & security

Learn more about how Fetch can find receipts in your inbox and how we ensure your privacy and security.
Aimee van de Schoor avatar
Written by Aimee van de Schoor
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.
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago

Pleo Analytics 📊

All you need to know to analyze your company spending
Yuna avatar
Written by Yuna
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

What is Pleo Reclaim?

Learn more about our end-to-end serviced foreign VAT recovery service.
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

Pay your invoices automatically with Pleo's Corpay One integration

Learn how to pay your invoices automatically by integrating with Corpay One(available in Denmark only)
Søren Moesgaard avatar
Written by Søren Moesgaard
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 Premium.
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

What is the Reclaim application flow and price?

Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

What countries can you reclaim from?

Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

Adding an accounting practice to your Pleo account

Adding an accounting practice as your external bookkeeper
Mads Jersin avatar
Written by Mads Jersin
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
Jonathan Bredo avatar
Written by Jonathan Bredo
Updated over a week ago

Pleo Referral Programme

Learn more about how our referral programme works
Björn Ingmansson avatar
Written by Björn Ingmansson
Updated over a week ago