🪛Setting up Accounting with Pemo

Step 1️⃣ Set Up Pemo Accounting Integration

You can integrate Pemo with your accounting system in two ways; Online & Offline Integrations

Online Integration: This direct API integration syncs Pemo with your accounting system, offering real-time updates.

Online integration offers several advantages:

• Time-Saving Setup: Pemo automatically imports accounting fields like chart of accounts, VAT categories, and vendors, keeping everything in sync.

• Effortless Expense Export: Sync expenses—including receipts—to your accounting system with just one click.

We've created step-by-step guides for the accounting platform that you can synch directly with Pemo

📕ZohoBooks Integration💻Xero Integration🖇️Wafeq Online Integration🔗Quickbooks Integration

Offline Integration: Use CSV uploads to manually sync data between Pemo and your accounting system.

With offline integration, you can:

• Bulk Export: Upload expenses via CSV in bulk, saving time during audits and monthly reconciliations.

• Customize Templates: You can modify these templates and take advantage of Excel sheets with running equations to save time and effort, especially during accounting audits. For example, all expenses will display transactions with VAT, allowing you to run an equation to deduct VAT and obtain the non-taxable value for audits

With Pemo Universal CSV, we support every provider that we don’t have a native integration.

📊Pemo Universal CSV

If you use Tally as your accounting software you can find more info below on how to import & export info between Tally & Pemo

🧙Tally Integration

Step 2️⃣ Activate Copilot & Categorize your expenses

Pemo’s "Accounting export" page function as a to-do list, showing only the expenses that have been settled and are ready for review. Authorized and not settled expenses will not show up to be exported. The reason for that is that the billing amount might change or bounce back.

Expense Statuses: There are 3 in total

• Incomplete: Missing required accounting fields.

• Complete: All required fields are filled.

• Ready for Export: Finance teams can review expenses and once confident that an expense is complete they can be checked to be exported. Reviewed expenses that are ready to be exported, helping you avoid double work.

Once you've connected your accounting software to Pemo can activate Pemo Copilot so your expenses will be auto categorized using AI.

🔷Pemo Copilot

After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized safing you time and ensuring accurcay. You can also easily view and edit any fields that have been filled in by Pemo.

Bulk Actions for Efficiency

We’ve made it easy for accounting teams to categorize multiple expenses at once. Here’s how:

• Categorize transactions in bulk, e.g., all transactions from a vendor like Careem

• Select all expenses by clicking the arrow button and either mark completed expenses as "Ready for Export" or select edit to assign fields like Account, Vendor, VAT, etc.

• Use bulk actions to edit and assign fields like Account, Vendor, VAT, etc.

Get contextual information:

For finance teams that prefer reviewing expenses individually, we’ve streamlined the process to ensure a swift workflow.

1. All essential details, including receipts and information, are displayed side by side in one view.

2. Seamlessly navigate between expenses without closing the detail page.

Step 3️⃣ Export Expenses with One Click

Once expenses are categorized, exporting them is effortless. After a successful export, the expenses disappear from the table but remain accessible in the History section as a CSV file.

How to Export Expenses

1. Mark you expenses as ready and click the "Export" button on the right to export your expenses.

To find previously exported expenses, click the "History" button and download them in CSV format.