We’re now officially in the new year, and for many of us this means that it’s soon time for the annual audit.
Often, auditors need external confirmations of bank and cash balances, and sometimes they want the confirmation directly from a third party. This might also be the case with your Pleo wallet balance at year end.
To make this process as easy for both you and your auditors, we have just launched a new feature to handle this. You can now send the balance confirmation letter directly to your auditor from the Pleo app.
All you have to do is:
- Go to the “Wallet-page” in the web app
- Select “Balance statement” in the top right corner
- Select the desired date and click “Send as email ->” below
- Put in your auditor’s name and email and click “Send email”
Your auditor will now receive a copy of the balance statement with their name all ready to be added to their audit file. Simple as that!