Managing your Pleo account

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

Mads Jersin avatar Aoife Ryan avatar Jonathan Bredo avatar +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
Aoife Ryan avatar
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.
Arnon Shimoni avatar
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
Angela avatar
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.
Arnon Shimoni avatar
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
Angela avatar
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.
Angela avatar
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
Saga Fristedt avatar
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.
Angela avatar
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.
Lukas avatar
Written by Lukas
Updated this week

Reviewing expenses

Set up an expense review process to promote responsible spending
Angela avatar
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)
Aoife Ryan avatar
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
Angela avatar
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
Aoife Ryan avatar
Written by Aoife Ryan
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

How to set up auto top-up (Denmark)

Make sure there's enough money in your Wallet with auto top-up for Danish accounts.
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

For admins and employees, the same email address can only be linked to one 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
Angela avatar
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.
Angela avatar
Written by Angela
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

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 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
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

Pleo Invoices

Pay and manage your invoices in Pleo!
Angela avatar
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.
Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

Feature: Open API

You can now create your own integration with the Pleo API
Anna Maria Szczepaniak avatar
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?
Miia avatar
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.
Aoife Ryan avatar
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.
Aimee van de Schoor avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

Pleo Analytics 📊

A visual overview to analyse your company spending
Yuna avatar
Written by Yuna
Updated this week

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

How Pleo can help you reclaim VAT

Learn about how VAT reclaim works and how to sign up for the service.
Qadar Ahmed avatar
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)
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.
Jonathan Bredo avatar
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.
Aoife Ryan avatar
Written by Aoife Ryan
Updated this week

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
Arnon Shimoni avatar
Written by Arnon Shimoni
Updated over a week ago

Pleo Referral Programme

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