Allow out-of-pocket expenses and mileage claims with Reimbursements

With Pleo Reimbursements, you can allow your employees to:

• Submit out-of-pocket expenses and mileage claims
• Request travel allowance or Per Diem (DE & SE only)

If you also enable Direct Reimbursements you will be able to reimburse employees directly to their bank account from the Pleo Account (not available in US).

Enable Reimbursements

Enable Reimbursements

1. Enable Reimbursements

1. Go to Reimbursements
2. Click Get started
3. Follow the on-screen instructions

2. Enable Direct Reimbursements

Enable Direct Reimbursements

1. In the Reimburse from your Pleo Account banner, click Get started
2. Click Switch on
3. Choose how to process reimbursements
   • Automatic- Scheduled daily (every business day), weekly (every Friday) or monthly (first friday or last friday of the month)

     Note: You can switch between Daily / Weekly / Monthly at any time from Settings → Reimbursements.

   • Manual - by Admins or employees

Expense Date Locking

Lock past months for expense submission, to prevent backdated expenses. 

1. Go to Reimbursements 
2. Access Expense Date Locking
3. Under Auto-lock date, select any day from the 1st to the 10th of each month

Employee balances

Go to Reimbursements to:

• See the employee balance (expenses submitted vs owed), including all approved expenses
• Download the employee balance and mileage reports