Download a balance statement

A balance statement includes all settled expenses. 

To download a balance statement from Pleo:

1. Navigate to Cash Management
2. Click Get Statement 
3. Select the day
   • Click Download if you want to download the statement
   • Click Send as email to email the statement to your auditor directly

Good to know: Go to Reimbursements if you are looking for the employee balance of out-of-pocket expenses and mileage claims.

Unable to download a balance statement?

If you get the error message: Unable to get balance statement, this is caused by a data mismatch between Pleo and our payment processor. Balance mismatches are usually resolved automatically. Get in touch with our support team if the issue persists after 3-4 days.

Good to know: Access Cash Management to see your Current balance over time and check your running balance on a specific date.