Go to Pleo
Dansk
Deutsch
English
Español
Français
Nederlands
Português
Suomi
Svenska
All Collections
Managing your Pleo account
Managing your Pleo account
Become a Pleo Pro: Everything you need to know about using Pleo for company expenses
+11
42 articles in this collection
Written by
Mads Jersin,
Aoife Ryan,
Jonathan Bredo
and 11 others
Using pleo as an admin or bookkeeper
Set up more Pleo administrators
Administrators are users that have all functionalities of the company's Pleo account. Here is how you can add them
Written by
Aoife Ryan
Updated this week
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
Add participants to a Pleo expense: "representation" for Swedish customers
Learn how you and your employees can add a list of people who attended a business meal or event
Written by
Angela
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
Create teams and reviewers
Learn how to create teams and match them with reviewers in Pleo
Written by
Angela
Updated this week
How to withdraw 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
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
Written by
Saga Fristedt
Updated over a week ago
How to set up auto top-up (EUR region)
Make sure there's enough money in your Wallet with SEPA auto top-up for Euro accounts.
Written by
Angela
Updated over a week ago
Reset a user passcode or phone number from the admin view
How admins can trigger a passcode, phone number, or authentication app reset for their colleagues.
Written by
Lukas
Updated this week
Reviewing expenses
Set up an expense review process to promote responsible spending
Written by
Angela
Updated over a week ago
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
Aoife Ryan
Updated this week
What you can do as an external bookkeeper 👨💼️
All you need to get started as an external bookkeeper in Pleo
Written by
Angela
Updated over a week ago
Denmark: How to submit a Mastercard Overførselsservice
How to submit a Mastercard transfer agreement that enables auto top-up for Pleo accounts registered in Denmark
Written by
Aoife Ryan
Updated over a week ago
Pending expenses ⏰
Here is all you need to know about pending expenses
Written by
Yuna
Updated over a week ago
How to set up auto top-up (Denmark)
Make sure there's enough money in your Wallet with auto top-up for Danish accounts.
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
Written by
Anya
Updated over a week ago
Add users who have existing Pleo accounts
For admins and employees, the same email address can only be linked to one account.
Written by
Anya
Updated over a week ago
Destroying Pleo Cards
How should I destroy or cancel a Pleo card
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
Written by
Angela
Updated over a week ago
How to set up auto top-up (Sweden)
Make sure there's enough money in your Wallet with Autogiro for Swedish accounts.
Written by
Angela
Updated over a week ago
Employee Codes 👤
Learn how to set up unique employee codes
Written by
Yuna
Updated over a week ago
Admin/Bookkeeper: How do I reset my passcode?
A passcode guide for admins and bookkeepers
Written by
Anya
Updated over a week ago
Mobile app for Pleo administrators 📱
Learn what a Pleo administrator can do in the Pleo mobile app
Written by
Yuna
Updated over a week ago
Where is the money held?
Find out how Pleo securely handles your funds
Written by
Aoife Ryan
Updated this week
How do I delete our Pleo account?
If Pleo is no longer a preferred solution for your company, here's what to do
Written by
Angela
Updated over a week ago
Extra Features
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
Pleo Invoices
Pay and manage your invoices in Pleo!
Written by
Angela
Updated this week
Pocket: Reimburse from the Wallet
Your employees can add their personal debit or credit card to Pleo in order to settle their balance.
Written by
Aoife Ryan
Updated over a week ago
Feature: Open API
You can now create your own integration with the Pleo API
Written by
Anna Maria Szczepaniak
Updated over a week ago
What is Strong Customer Authentication and PSD2?
How do we use Strong Customer Authentication and why?
Written by
Miia
Updated over a week ago
Switching between multiple Pleo accounts
Learn how admins, employees, and external bookkeepers can switch between Pleo accounts.
Written by
Aoife Ryan
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.
Written by
Aimee van de Schoor
Updated this week
Subscriptions
Pleo's subscriptions overview will give you back the control over all those monthly SaaS expenses. See what is spent by who.
Written by
Angela
Updated over a week ago
Pleo Analytics 📊
A visual overview to analyse your company spending
Written by
Yuna
Updated this week
How to use Storebox
Learn about the benefits of Storebox and how to enable the integration.
Written by
Anya
Updated over a week ago
How Pleo can help you reclaim VAT
Learn about how VAT reclaim works and how to sign up for the service.
Written by
Qadar Ahmed
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)
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.
Written by
Jonathan Bredo
Updated over a week ago
Pleo Pocket for admins
Keep track of all non-card expenses: out of pocket, cash, and mileage.
Written by
Aoife Ryan
Updated this week
Adding an accounting practice to your Pleo account
Adding an accounting practice as your external bookkeeper
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
Written by
Arnon Shimoni
Updated over a week ago
Pleo Referral Programme
Learn more about how our referral programme works
Written by
Angela
Updated over a week ago