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Modal splitWarning: Draft

Modal split is a focused-experience, introduced as an overlay to explain to customers concepts or actions within the product.

Write with purpose

A Modal split must have a clear role. Whether introducing a feature, surfacing an action, or sharing an update, the content should justify demanding the user’s focus.

Define the goal of this interaction — what measurable outcome are we aiming for? Every word should serve that goal.

Travel expenses made easy

Keep travel expenses organised from departure to return, all in one view.

What’s new in Pleo?

This month, we’ve introduced some improvements to how travel expenses are tracked, with the option to create ‘Trips’ for the purpose of organising expenses.

Prioritise the heading

The heading is the most important element of a Modal split. Users scan content quickly — often in under two seconds — so make it count.

A strong heading should stand alone as a clear statement of value. The rest of the content should support and elaborate, not compete.

Pay your team back, fast

Reimburse out-of-pocket expenses quickly and keep everyone’s finances in balance.

How do reimbursements work?

Reimbursements are used to settle expenses that employees have paid out of pocket. They can be added in the app and then approved by an admin for reimbursement.

Communicate value, avoid buzzwords

Write for real people, not marketing slides. Avoid jargon and vague business speak — terms like optimise or streamline don’t explain true value.

Focus on why the feature matters to them, not what sounds cool to us. Show empathy, address user needs, and make your message relevant. Speak plainly and directly to build trust and clarity.

Close the books with confidence

Add a manager review step so expenses are approved before they reach finance.

It’s time to streamline your workflow

Reviews allow you to optimise for visibility within your org, enhancing efficiency through scalable approval workflows.

Keep it concise

Avoid walls of text. Too much information makes content harder to read and causes users to skip important points.

Use short paragraphs, clear subheadings, and scannable lists to make the content easy to digest.

Keep everything to one screen if possible.

Track mileage effortlessly

Make mileage claims simple and accurate, so your team spends less time on admin and more time on the road.
Flexible mileage rates
Choose local default rates or set custom rates for your team
Automatic route tracking
GPS-powered mileage logs create a precise distance record and a reliable audit trail

Welcome to Mileage

Keep your team on the road and easily track mileage expenses.
Automate official government rates, create custom rates and add distance thresholds. More accurate claims with less hassle and full compliance.
To get started: Enable automatic updates to keep your rates aligned with official government recommendations, or try creating a custom rate to meet your specific needs.

Support your message with visuals

A strong visual can communicate what words alone cannot. Use relevant product screenshots, diagrams, or simplified illustrations that enhance understanding and complement the copy.

Avoid decorative imagery that adds no value. When possible, request visuals early in the process so brand design and content work together effectively.

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