🔗How to link Pemo to Xero - Step by Step Guide
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Streamline your accounting workflow with Pemo by completing these three key stages. Each stage includes a set of steps to guide you through the process:
1️⃣ Sync Pemo to Your Xero Account & Activate Pemo Copilot In this stage, you'll connect Pemo to Xero, ensuring your expenses, categories, and vendors are seamlessly synced and categorized using AI.
2️⃣ Review Your Expenses and Mark Them as Ready Organize, review and mark your expenses as ready using Pemo’s "Accounting Export" page. Here, you can amend categorizations made by Copilot and utilize bulk actions to save you time. You can also set up Copilot at this stage if you didn't as part of the initial set-up.
3️⃣ Export Expenses with One Click Once your expenses are categorized and reviewed, you can export them effortlessly to Xero, saving time and ensuring accuracy.
Let’s explore each stage and its steps in more detail!
Head to " Accounting Export" from the left navigation menu, then select “Card Expenses”
From the dropdown list select "Xero", then click on "Get started”
You’ll be redirected to Xero Autorization page; here fill in your Xero account’s username and password
After you’ve logged in, you’ll be asked to allow access to Pemo. This permission lets us match your accounting fields and push expenses, which is essential to complete the integration.
After agreeing, Pemo will start syncing data from your account. Once the sync is complete, finalize the accounting setup by selecting the “Payment account.” This is the account within Xero where expenses made with your Pemo account will be synced and reflected.
You’re all set and your Pemo account is ready to be synched with your Xero account!
Once you've connected your accounting software to Pemo can activate Pemo Copilot, meaning your expenses will be auto categorized using AI.
After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accuracy.
Pemo’s "Accounting Export" page acts as your to-do list, displaying only settled expenses ready for review. Authorized but unsettled expenses won’t appear because their billing amounts might still change or bounce back.
Expense Statuses: Key Categories
Incomplete: Missing required accounting fields.
Complete: All required fields are filled.
Ready for Export: Expenses reviewed and confirmed by finance teams, ensuring you avoid duplicate work.
After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accurcay. You can also easily view and edit any fields that have been filled in by Pemo Copilot.
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.
If you didn't activate Pemo Copilot as part of your initial set-up you can do it at this stage too.
🔷Pemo CopilotGet Contextual Information
For teams that prefer reviewing expenses individually, our streamlined workflow makes the process quick and efficient:
View essential details, like receipts and information, side by side.
Seamlessly switch between expenses without closing the detail page.
Once expenses are categorized and marked as ready, 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
Mark your expense 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.
