How to manage bookkeeping tasks for your clients

This article explains how to manage your clients’ bookkeeping tasks using the Bookkeeping overview in the Pleo Partner Portal.

• Access a client’s Pleo account
• Use Bookkeeping overview to spot what needs attention
• Filter and sort your client list
• Enable email notifications for outstanding tasks

Access a client’s Pleo account

You will complete bookkeeping tasks from each client’s own Pleo account. 

1. Access the Partner Portal
2. Go to Bookkeeping 
3. Find the client in the Clients list
4. In the Client names column, hover over the client name and click Open
5. Select Go to client’s Pleo in the top-right corner
6. Navigate in the left-hand menu (e.g. Expenses, Export, and Cash management).

Use Bookkeeping overview to spot what needs attention

Bookkeeping overview is a consolidated workspace that helps you quickly see which clients need attention and what to do next.

Clients list

In the Clients list, you can see:

• Missing receipts indicators
• Export progress and month-end signals
• Wallet status and low balance attention indicators

You can also use the three dots menu for quick actions, such as:

• Open details (e.g. access the client account, add a colleague as a bookkeeper, view subscription and billing information)
• Unassign the client from you
• Open relevant areas (e.g. Export or Cash management)

Monthly overview

The Monthly overview gives a high-level snapshot of exported and submitted expenses for the past 3 months.

When you select a month, Pleo filters the client list to help you focus on that period:

Filter and sort your client list

If you work with many organisations, filters and sorting can help you find what you need faster.

Depending on your setup, you may be able to filter by clients, bookkeeper or recent time window (last 3 months). And you can sort by name or missing receipts. 

Enable email notifications for outstanding tasks

You can opt in to receive daily, weekly, or monthly email reminders with updates about a client.

1. Go to Bookkeeping in the Partner Portal
2. Find the client in the list
3. In the Clientnames column, hover over the client name and click Open
4. Select Opendetails
5. In General, tick the Email box under Notifications
6. Select a frequency