How to set up your team codes

Team Codes link Pleo expenses to a Team-level code in your accounting setup for faster, more accurate reconciliation. Once you add a Team Code to a Team in Pleo, it can appear on exported expenses (depending on your export method/integration).

1. In Pleo, go to People
2. Click Teams
3. Open the Team you want to update
4. Click Settings
5. Click Edit code
6. Paste the relevant code/ID (from your accounting system)
7. Click Save
8. Repeat for each Team you want to map

FAQ

I can’t find the Team Code field

• Make sure you’re editing a Team (not a person)
• If you don’t have access to edit Teams, ask an admin in your workspace to update the Team Code
  
  

The wrong Team Code shows on export

• Confirm the employee is assigned to the correct Team in Pleo
• Double-check the Team Code is copied exactly (including capitalisation and any leading zeros)
• If you recently updated the Team Code, export a new set of expenses after saving your changes