Missing receipt reminders

This article explains what “missing receipt reminders” are, which notifications Pleo sends, and what you can (and can’t) configure—so you can reduce receipt chasing and keep expenses export-ready.

What are “missing receipt reminders”

Missing receipt reminders are notifications Pleo sends to help spenders add receipts and complete expenses—so expenses stay export-ready, and you spend less time chasing receipts.

• An expense is missing a receipt, and
• The spender still needs to complete the expense

Two related concepts are often confused:

• Receipt reminders (nudges to the spender): reminders that help the spender upload a receipt and complete the expense.
• Automatic Card Freeze (also called Receipt card limitations): an optional company-level setting that can freeze cards if someone has too many missing receipts for too long (with reminders before the freeze).

Who receives which notifications

Employees (spenders) can receive mobile push notifications (the most reliable channel) or email notifications. Admins and bookkeepers can receive weekly summary emails to help follow up on missing receipts across the entire company.

To configure employee notification preferences, follow these steps:

1. In the Pleo web app, go to Account
2. Click Notifications
3. Turn the relevant notification types on or off

How Automatic Card Freeze (Receipt card limitations) works

If your company enables Automatic Card Freeze, Pleo monitors missing receipts per spender using two company settings:

• Receipt threshold (X): how many missing-receipt expenses are allowed.
• Grace period (Y days): how long someone can stay above the threshold before a freeze happens.

How it works:

• When a spender reaches the threshold, the grace period starts.
• Pleo sends reminder notifications before a card is frozen (timing depends on your company’s setup).
• If the spender is still above the threshold when the grace period ends, cards are frozen automatically.
• Uploading receipts to go below the threshold will automatically unfreeze the cards.

Admins can configure this in the web app under Settings → Expenses → Automatic Card Freeze / Receipt card limitations.

Troubleshooting: reminders aren’t being received

If reminders aren’t coming through, check the most common causes:

• Push notifications: confirm notifications are enabled in both the Pleo app and the phone’s OS settings.
• Email: check spam/quarantine folders and confirm the user’s email in Pleo is verified.