How to invite an external bookkeeper to Pleo

How to invite your bookkeeper

  1. Click on People.

  2. Click "Add member" in the top-right.

  3. Select "Invite external bookkeeper".

  4. Choose the access level.

  5. Enter the bookkeeper's details.

Done! Your bookkeeper will receive an email inviting them to join your company.

Keep in mind that external bookkeepers don't have access to Pleo cards. So if your bookkeeper is a colleague working in-house who might need their own payment card, you can choose to give them admin access instead. Admins have full access the company Pleo account, including bookkeeping tasks.

Limited access lets your external bookkeeper:

  • View and edit expenses

  • Edit accounting settings

  • Export expenses

Extended access includes everything that limited access gives, plus the ability to:

  • Invite and delete people from the Pleo account

  • Order plastic cards

  • Set and control spending limits

  • Access the Wallet page and view regular top-up info (see below for additional auto top-up permission)

Additional bookkeeper permissions

By default, all bookkeepers have access to settle out-of-pocket expenses (i.e., that option is pre-ticked), but they do not have access to advanced Wallet permissions. But admins can always grant and/or revoke access to one or both features. Here's how:

  1. Go to the People page.

  2. Click the Bookkeeper role in the dropdown and click Apply:

3. Click on a bookkeeper.

4. Tick the boxes to enable or disable the additional permissions:

Want to change a bookkeeper's access level?

Click on the "Change" button underlined in the above image.

What does is cost to invite an external bookkeeper?

Find out if your pricing plan includes free or paid access to external bookkeepers:

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