Invite external bookkeepers

Invite an external bookkeeper

You can invite an external bookkeeper in Pleo, select their access level and enter their details. The external bookkeeper will receive an email with the invitation to join your Pleo account.

To change access levels and give additional permissions:

1. Go to People
2. Navigate to External Bookkeepers
3. Select the external bookkeeper
   • Change the access level
     • Limited access:
       • View and edit expenses
       • Edit accounting settings
       • Export expenses
     • Extended access, includes limited access and:
       • Invite and delete people from the Pleo account
       • Order plastic cards
       • Set and control spending limits
       • Access the Cash Management page and view manual top-up info 
   • Additional permissions
     • Enable advanced account permissions - To allow account withdrawals, managing Direct Debits and Transfer Rules
     • Settle out-of-pocket expenses