Set required fields for expense submissions

Define mandatory fields to ensure that card and out-of-pocket expenses are submitted with the right information.

1. Navigate to Settings 
2. Click on Expense submission requirements
3. Enable the required fields 
   • Expense receipts
   • Category
   • Notes
4. Enable the required tag groups 

How it works for card expenses

After the transaction, Pleo will prompt the spender to complete any required information:

• The expense appears in the spender’s to-do list until all required fields are completed
• The expense will be marked as Missing details
• Required fields are labelled Required in the expense details view

Good to know: Labels/indicators may vary depending on platform and app version — the latest mobile app version is needed to see the Required label.

How it works for out-of-pocket expenses

1. The employee creates an out-of-pocket expense (mobile or web) and adds the receipt and details

2. If any required field is missing (e.g., receipt, category, notes, or required tags), submission is blocked

   Example: If receipts are required, the employee won’t be able to continue without attaching a receipt

3. After submission, the expense goes through the same review flow as card expenses

4. Once approved, it can be reimbursed depending on the company’s reimbursement settings