How to set up your categories

In Pleo, categories automatically align with your chart of accounts and tax codes, so expenses are ready for export and reconciliation.

Create your categories

1. In Pleo, go to Settings
2. Navigate to Accounting
3. Click Categories 
4. You will be greeted by 11 default category groups - add, edit, and delete category groups based on your needs
5. Click the arrow to the right of the icon and select your Type (e.g. Meals and Drinks)
6. Click Add Category
7. Fill in Name, Account (nominal/account code) and Tax code
8. Repeat the process

Copy categories between accounts

If you have more than one company account (e.g., different branches or subsidiaries) using Pleo, you might want to use the same categories across accounts.

Export categories from the original account

• Option 1 - Export all categories from an existing account
  1. Access Categories 
  2. Click on Export or Import
  3. Select Export as file
  4. All categories will be downloaded to your computer as a .csv file

• Option 2 - Export a single category group
  1. Access Categories 
  2. Click on the three-dot icon on the right side of a single category group 
  3. Select Export as file
  4. The category group will be downloaded to your computer as a .csv file

Import the categories into the new account

1. Access Categories
2. Click on Export or Import
3. Select Add from file
4. Upload the previously exported file
5. Click Add
6. All the added categories will appear in your categories list

Control category visibility

Categories are visible to everyone by default unless restricted to a specific team. You can control who sees categories within each team by selecting the relevant teams. 

1. Access Categories 
2. Navigate to the concerned category group
3. Click on Available to everyone
4. Select the teams that should have access to the category group - only those teams will be able to view and use its categories.