Mark expense as personal

If you have accidentally used your Pleo card for a personal expense:

1. In the Pleo app, find the expense you want to mark as personal
2. Tap the three-dot menu in the top right corner
3. Select Mark as personal expense
4. The amount will be deducted from your balance (you’ll owe it back to your company)

How to settle personal expenses

When an expense is marked as personal, the employee owes that amount to the company. There are two ways to settle this balance:

Option 1: Settle through Pleo

If your company has Reimbursements enabled, employees can settle their negative balance by submitting out-of-pocket expenses. 

• When an employee submits an out-of-pocket expense, Pleo will automatically deduct the amount owed from that reimbursement.
• For example, if an employee owes £50 for a personal expense and submits a £100 out-of-pocket claim, they'll only receive £50.
• This process continues until the negative balance is cleared.

Option 2: Settle outside of Pleo

Alternatively, admins can settle personal expenses outside of Pleo.

1. In Pleo, access Reimbursements
2. Find the expense and click Settle expense
3. Select reimburse outside of Pleo and the reimbursement method
4. Click Mark as settled
5. Deduct the amount using your company’s preferred method:
   • Via a bank transfer from the employee
   • From the employee’s salary
   • Or another internal payment method
6. Export the reimbursement
7. Reconcile the reimbursement in your accounting system