Pleo Updates

Settings: new and improved

by Svetlana Yershov, Product Marketing Lead
Announcement
Improvement
We removed some confusion around finding and editing settings. We think it’s a lot more straightforward, but if you’ve any trouble finding something, read below for more information. Popover Admins and Employees have a different...
Settings: new and improved

Name your category groups and sub-categories

by Svetlana Yershov
Good news! Admins can now save bookkeeping time by creating custom category groups and subcategories. No more work-arounds needed. https://pleo-1.wistia.com/medias/4wnbioje6d Here is how to set them up: If using the web app click on...
New
Improvement

An improved exporting experience

by Sam Lafontaine, Product Marketing Specialist
Pleo was built to save people time and hassle when spending on behalf of their business or managing the company's expenses. We've come a long way, and today we're taking another giant step in that direction: we're bringing forward a new...
Improvement

Do more with less: updates to the manage expense view

by Sam Lafontaine, Product Marketing Specialist
The manage expense view is the central place from which admins and bookkeepers make expenses ready for export. It is also, now, a place from which more work with Pleo is happening. Indeed, in the spirit of shipping more time-saving...
Improvement
New

Invite an external bookkeeper to Pleo

by Sam Lafontaine, Product Marketing Specialist
Some of you might be thinking: haven't we always been able to do that? Well, not exactly. Granting bookkeeper access to Pleo has been a feature used by some companies for a while now. It allows companies to invite an external bookkeeper...
Improvement