Checklists
The best bits of 2022 at Pleo
Before we get cracking on those New Year’s resolutions, we wanted to reflect on what last year brought for us at Pleo.
How to prepare your business for a rocky start to 2023
Looking to give yourself a head start in the New Year? Follow our tips to take the right steps for your business during tough times.
Writing an expense policy? Here are 5 steps to follow
An unclear business expense policy can cause money leakage, organisational drag and all sorts of other nasties. Here's how to get it right.
Dear Finance. Here’s your month-end close process checklist
A complete and up-to-date financial statement is one of the most strategic tools that a company can have – from making budget adjustments to...
Petty cash policy: Do I need one and how do I write one?
Writing a petty cash policy may seem like lots of work, but read this to learn why they’re important.
Petty cash vouchers are essential and here’s why
Still using cash for business expenses? Documentation can be tricky … say hello to the petty cash voucher.
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