Pleo Update: January 2019 Product Announcements
2019 is now well underway, and we’re determined to make this year even better for our customers than the last one. Over the next few months, you will see many aspects of Pleo revamped and improved.
While the new year brings many exciting changed to the product and the company, one thing remains constant: our laser focus and complete dedication to making company expenses simple, frictionless and automated.
Here’s a recap of what we shipped this month to bring us one step closer to that goal.
Seamlessly attach online receipts
“Wouldn’t it be cool if I could just pay with my Pleo card online and not have to worry about having to download the receipt and upload it?…”. Well, worry no more. Our product team has been hard at work trying to solve that problem, and has recently introduced two product tweaks that help users easily get their online receipts into the app.
Share to Pleo
The first major improvement we shipped this month is the possibility of sharing a PDF or an image directly to the Pleo app. All you have to do is select the specific file in your email app, click on the share button and select “Pleo” (you might have to make sure that “Pleo” is toggled on). You’ll then be redirected to the Pleo app, where you’ll be asked to select which expense this receipt belongs to. Simple as that!
Since many of our users prefer using the web app for uploading their online receipts, we’ve made a tweak in the web app to simplify this process. Users can now screen grab an online receipt and paste it in an expense. You can do this on a Mac, with Shift + Ctrl + Cmd + 4, and on Windows with Fn + Print Screen.
We’re confident that these releases will help you quickly get your online receipts into Pleo and hopefully save you some time in the process.
Import tags and tag groups from a spreadsheet
Part of our mission at Pleo is to provide companies with in-depth and powerful insights into their spending. This increases transparency, facilitates autonomy and enables saving.
Our tags feature, which allows you to tag expenses with whatever dimensions and large datasets of cost centres (e.g. projects, departments, location, building sites, etc.) you’re working with, is a great example of how we deliver on this.
Our latest improvement lets you easily import and re-import these datasets from a spreadsheet into Pleo as tags and tag groups. Here’s how to do it.
See your available funds in the app
Something we’ve quietly shipped in December with the latest version of our app is the “See Funds” feature. This was a much requested feature, and we couldn’t be more excited to fully roll it out to all our users.
With this new update, gone are the days of standing at the terminal and wondering if your next purchase will be accepted or declined due to your spending limit. Now, you have full oversight of how much you have left to spend directly in the Pleo app.
If you don’t see your balance yet, it’s either because you have no spending limit set by your administrator, or because you haven’t downloaded the latest version of the app.
We hope these new releases bring value to you and make your spending process a little better. We’ve got some pretty exciting stuff in the making and the next few months will bring no shortage of improvements to the Pleo product, so if you want to be the first to know, make sure to subscribe to our updates here.
Get the Pleo Digest
Monthly insights, inspiration and best practices for forward-thinking teams who want to make smarter spending decisions