Use multi-currency in your Account

Start spending in multiple currencies with a multi-currency card, which will automatically use the transaction currency from the respective account if sufficient funds are available.

Enable Multi-currency

Go to the Cash Management page and click Enable multi-currency on the banner. If the banner was dismissed, you can enable it anytime.

1. On the Cash Management page, access Account
2. Click More 
3. Select Enable Multi-Currency 

You can hold and manage funds in the following currencies:

- EUR (Euro)

- GBP (British Pound)

- USD (US Dollar)

- DKK (Danish Krone)

- SEK (Swedish Krona)

- NOK (Norwegian Krone)

Transfer money to a multi-currency Account

1. On the Cash Management page, click add money
2. Select the currency
3. Click Add money

Create multi-currency cards

1. On the Cash Management page, access Accounts
2. Click the Swap your cards for multi-currency cards banner
3. Access the People page
4. Choose which cards to replace
5. Delete the existing card:
   • For virtual card, the employee needs to activate the new virtual card
   • For physical card, order a new one
   • For vendor card, create a new one

Export

Export the transactions, including the conversion fees from all of your accounts, into your accounting systems.

1. In Pleo, navigate to Settings
2. Click Accounting
3. On the Setup page, create a contra-account per multi-currency account
4. Export the expense(s)