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Getting started

Getting started

Explore the admin view of the Pleo web app
Sign up and get verified to use Pleo
Getting started with Pleo: three steps for bookkeepers
How to download the Pleo mobile app
Get started as an employee
Get started as admin
Set up your accounting with Pleo

Setting-up Pleo

How to set up your tax codes
Configure the review process
Example categories for Pleo
How to set up your categories
How to set up your tags
What is multi-entity management?
How to use Pleo's Legacy API
How to connect Pleo and Zapier
Reverse VAT (for customers in Sweden)
How to set up employee codes
Set spending limits and guidelines

Subscriptions & Features

What's included in Pleo's legacy pricing plans?
Allow out-of-pocket expenses and mileage claims with Reimbursements
How cashback works
Where to find your Pleo Billing plan, VAT details, and payment history
Budgets at Pleo
Manage subscriptions with Recurring Vendors
How foreign transaction fees work
How to sync Pleo with TravelPerk
Pleo Overdraft
How (and when) is VAT added to Pleo Billing
Benefit allowance (available to customers in the UK and Sweden)
Pleo Perks FAQ
How to use your business travel insurance from AXA Partners
Control your subscriptions with vendor cards
Temporary Virtual Cards
Allow mileage claims through Pleo
Plan changes

Understand your needs

Accessibility help
Financial or repayment difficulties
File a formal complaint
Data privacy requests
Find my admin
Q&A on GDPR
How we use AI: Pleo's Spending Guidelines Feature

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Strictly Necessary Cookies List of cookies

Name Host Duration Description

_fw_crm_v help.pleo.io 1 year Freshchat/Freshworks cookie (Used to track Visitor/User identity and chat sessions performed by the User).

_x_w help.pleo.io Session Contains the shard ID at which the account runs on.

_x_m help.pleo.io Session Contains the state of the shard.

_helpkit_session help.pleo.io Session Your secret key for verifying cookie session data integrity. If you change this key, all old sessions will become invalid!

helpdesk_node_session help.pleo.io Session An encrypted hash that stores the secret key and id of the login attempt.

user_credentials help.pleo.io 2 months Used for user authentication.

wf_order help.pleo.io Session Used to check in which the order the tickets are filtered for custom ticket filters eg: due_by, agent_responded_at, requester_responded_at, etc.

wf_order_type help.pleo.io Session Used to check if the order is ascending or descending for custom ticket filters.

wf_filter help.pleo.io Session Denotes which filter is applied for the tickets list.