Workflow
Fetch missing Uber receipts in Pleo
Finds every Uber expense belonging to David that Pleo flags as missing a receipt, matches it to the personal Gmail receipt, saves the email as a PDF, and attaches it in Pleo.
Version 2 · Updated Jul 15, 2026
From now on, clearing your missing Uber receipts in Pleo is one ask — the matching emails are found, saved as PDFs, and attached for you.
How it runs
The steps it follows
This workflow was taught once. Every run repeats the same steps, in order.
- 01
Open the missing Uber expenses
Opens Pleo’s Expenses page and works through every Uber expense belonging to David that is automatically shown as missing a receipt, while leaving other merchants and other employees untouched.
Show the exact instructions
Open
https://app.pleo.io/expensesin the browser and sign in to Pleo if needed; if the saved login requires a passcode or other human-only authentication, pause for it and continue afterward. Pleo automatically shows David Bacelj’s missing-receipt items on the Expenses page. Work through every expense in that missing-information queue, but process only rows where the owner is David Bacelj and the merchant is Uber. Ignore expenses belonging to anyone else and ignore non-Uber merchants. Open the first eligible Uber expense and read its full amount including currency and its transaction date/time from the details panel; keep these values for matching. Repeat the later steps for each remaining eligible expense. - 02
Read the expense details
Reads the selected Pleo expense’s merchant, exact amount, currency, and date so the correct Uber email can be identified without confusing it with similar trips.
Show the exact instructions
In the open Pleo expense details, verify that the merchant is Uber and the owner is David Bacelj. Record the exact displayed total, currency, and transaction date/time. Confirm that the receipt area is missing a document, such as showing
Lägg till kvittoor a Fetch message saying it could not find the receipt. If a receipt preview is already present, do not add another one; treat that expense as complete and move to the next eligible Uber expense. - 03
Find the matching Uber email
Searches David’s personal Gmail for Uber receipt emails and opens only the message whose merchant, exact total, and trip date match the selected Pleo expense.
Show the exact instructions
Open Gmail in the browser and switch to the personal account
david.bacelj@gmail.com; do not search the work mailbox. In Gmail’s search field, search foruberand submit the search. Review Uber receipt messages fromnoreply@uber.com, prioritizing messages on the Pleo transaction date. Open candidate messages and inspect the rendered receipt or charge summary. Select a message only when all three values match the Pleo expense: merchant Uber, exact total including currency, and transaction date. The email may be an Uber charge summary and may explicitly say it is not a payment receipt; that document is acceptable. If no message meets every matching rule, leave the Pleo expense unchanged, stop the workflow, and report its date, amount, and that no reliable Gmail match was found. - 04
Save the email as a PDF
Prints the complete matching Gmail message to a PDF, keeping Chrome’s automatic subject-based filename so it is ready for Pleo.
Show the exact instructions
With the matching Gmail message open, click the message’s
MoreorMore message optionsbutton beside the reply controls, then choosePrint—do not chooseDownload message, because that produces an.emlfile. In Chrome’s print preview, set Destination toSave as PDF, leave all pages selected and keep the default layout and other print settings, then clickSave. In the macOS save dialog, keep the automatically generated Gmail subject filename and save the PDF to the default download/save location. Wait until saving finishes before returning to Pleo. - 05
Attach the PDF in Pleo
Returns to the matching Pleo expense, uploads the newly saved Gmail PDF through the receipt box, and waits for Pleo to render it.
Show the exact instructions
Return to the same Pleo expense. In the receipt area, click the large
Lägg till kvittobox with the plus sign; if a smaller empty receipt tile is shown, click that upload tile. In the macOS file picker, open the folder where Chrome saved the PDF, select the newly created file whose automatic name begins withGmail -and matches the Uber email subject, then confirm the file choice. Wait while Pleo showsLaddar upp kvitto; do not navigate away during the upload. - 06
Check the upload and continue
Confirms the receipt preview appears in Pleo, then repeats the process for the next eligible missing Uber receipt until the queue is finished.
Show the exact instructions
Confirm the upload succeeded by checking that the loading state disappears and a receipt/PDF preview thumbnail appears in the expense’s receipt area. This preview is the required success check. If it does not appear or Pleo shows an error, leave the expense unchanged, stop, and report the expense date, amount, and upload failure. If it appears, return to the missing-information expense list and repeat the process for the next Uber expense owned by David Bacelj. Finish when no further David-owned Uber expenses are flagged as missing a receipt.
Its rules
Decisions it always follows
Answers given while teaching the workflow. They are applied on every run.
Which Pleo expenses should each run handle?
All expenses missing receipts
Which Gmail account should be searched for receipts?
Always the same personal Gmail account
What must match before attaching an email to a Pleo expense?
Match merchant, exact amount, and date
Is an Uber charge summary acceptable when it says it is not a receipt?
Yes, attach the charge summary
What should happen when no reliable receipt is found or upload fails?
Stop and report the expense
What confirms the receipt was attached successfully?
Receipt preview appears in Pleo
Whose missing receipts should be handled?
Only my own expenses
Should this process fetch receipts for Uber only or every merchant?
Only Uber receipts
How should Pleo’s missing-receipt expenses be identified?
Use Pleo’s missing-receipt issues
Which personal Gmail account should the workflow use?
david.bacelj@gmail.com
How should each downloaded receipt PDF be named?
Keep the automatic filename
Good to know
How it keeps runs safe
The checks and boundaries this workflow works within.
Matching rules
Only attach an email when the merchant is Uber and its exact total amount and transaction date match the Pleo expense. Do not rely on the subject or amount alone. An Uber charge summary is acceptable even if the email says it is not a payment receipt.
Watch out for
If no reliable email match is found, the PDF cannot be saved, the upload fails, or the receipt preview does not appear, leave that expense unchanged, stop, and report the expense date, amount, and failure reason. Never attach the nearest-looking email.
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