How to Export Reimbursements in Pemo

Exporting reimbursements is quick and easy when you know the steps. Follow this guide to ensure everything runs smoothly.

Step 1: Set up your Accounting Export connection

Before exporting, make sure your accounting is set up:

• Option 1: Connect via an online integration.

• Option 2: Use the Pemo Universal Template for manual exports.

Step 2: Go to the Reimbursements tab

1. Navigate to Accounting Export in your dashboard.

2. Select the Reimbursement tab.

Step 3: Fill in mandatory fields

Mandatory fields are marked with an asterisk (*). You must complete these before exporting:

• Account: The expense account in your chart of accounts where the reimbursement will be recorded.

• Vendor: The payee for the reimbursement (often the employee’s name).

• User Payment Account: The bank account or payment method used to send funds to the employee (If you've cash balance enabled)

Step 4: Mark as ready

Once all mandatory fields are filled:

1. Select the reimbursement(s) you want to export.

2. Click Mark as Ready.

Step 5: Export

Click Export. Your reimbursements will now appear in your connected accounting system.