Allow out-of-pocket expenses and mileage claims with Reimbursements

This article is intended for Admins and Bookkeepers with extended access. Learn more about how to get reimbursed for out-of-pocket expenses or submitting mileage claims.

With Pleo Reimbursements, you can allow your employees to:

Submit out-of-pocket expenses and mileage claims
Request travel allowance or Per Diem (DE & SE only)

If you also enable Direct Reimbursements you will be able to reimburse employees directly to their bank account from the Pleo Account (not available in US).

Enable Reimbursements

1. Enable Reimbursements

Go to Reimbursements
Click Get started
Follow the on-screen instructions

2. Enable Direct Reimbursements

Enable Direct Reimbursements

In the Reimburse from your Pleo Account banner, click Get started
Click Switch on
Choose how to process reimbursements
- Scheduled daily or weekly (automatically)
- Manually by Admins or employees

Good to know:

If you want to disable Reimbursements, reach out to our support team.
You can make changes to and edit out-of-pocket expenses in Expenses just like you would for any other balances.
There is a transaction fee of 0.9% of the amount with a max of 1 GBP per reimbursement (i.e., whichever is lower will be the fee).

Expense Date Locking

Lock past months for expense submission, to prevent backdated expenses.

Go to Reimbursements
Access Expense Date Locking
Under Auto-lock date, select any day from the 1st to the 10th of each month

Good to know: If an employee submits an expense dated in a closed month, the system automatically corrects it to the current open month and notifies the employee in-app.

Employee balances

Go to Reimbursements to:

See the employee balance (expenses submitted vs owed), including all approved expenses
Download the employee balance and mileage reports

Allow out-of-pocket expenses and mileage claims with Reimbursements

Enable Reimbursements

Expense Date Locking

Employee balances

Need more help? Contact us.