# How to link Pemo to Xero - Step by Step Guide

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!

### 1️⃣ **Sync Pemo to Your Xero Account & Activate Pemo Copilot**

1. Head to " Accounting Export" from the left navigation menu, then select “Card Expenses”
2. From the dropdown list select "Xero", then click on "Get started”

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FpgyAxAQEiYoaz6TUuQik%2FScreenshot%202024-05-20%20at%201.19.36%20PM.png?alt=media&#x26;token=a3b29e43-761a-4650-b5bf-fb10abc72d42" alt=""><figcaption></figcaption></figure>

3. You’ll be redirected to Xero Autorization page; here fill in your Xero account’s username and password

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2F0mBUJRwXSpC0gBSJLSQC%2FScreenshot%202024-05-20%20at%202.00.51%20PM.png?alt=media&#x26;token=eb7907dd-34ec-41e4-8df5-464a20c92fef" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
&#x20;Only users with <mark style="color:red;">Standard</mark> or <mark style="color:red;">Advisor</mark> roles in Xero can manage connections.
{% endhint %}

4. 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.

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FKcMpABsEXJx6qwNPtobL%2FScreenshot%202024-05-20%20at%202.30.19%20PM.png?alt=media&#x26;token=f9d67606-3a2d-4002-9cf8-5e8136503386" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If the account is linked to more than one company, you can pick the company at this step
{% endhint %}

5. 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.

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FxG9N8yusC2dkLiAD1ONk%2FScreenshot%202024-05-26%20at%201.04.04%20AM%20(1).png?alt=media&#x26;token=efdf1abb-0810-4923-b710-8ec868534202" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you haven't created a Payment Account dedicated to Pemo yet within Xero, you can create one directly in the same field. Just input the preferred name for the new Payment Account and select "Confirm." We’ve simplified the process, enabling you to set up the required account smoothly.
{% endhint %}

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2F9o6zfAVj3Nmc6UkPsXXX%2FScreenshot%202024-05-26%20at%201.06.02%20AM%20(1).png?alt=media&#x26;token=49f770a4-987e-4427-a67d-92c28f21ffea" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can always change or create the payment account later if needed.
{% endhint %}

**You’re all set and your Pemo account is ready to be synched with your Xero account!**

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FV0LOS4GH43vHbqC78mGL%2FScreenshot%202024-05-26%20at%201.27.36%20AM%20(1).png?alt=media&#x26;token=c540ed8c-df34-4bca-91dd-839a35c79c51" alt=""><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FzoHNUUs8xubN3piiTKwv%2Fimage%20(5).png?alt=media&#x26;token=3c98d7e7-17fd-4274-9888-4f2ac4807b51" alt="" width="375"><figcaption></figcaption></figure>

### 2️⃣ **Review Your Expenses and Mark Them as Ready**

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**

1. **Incomplete**: Missing required accounting fields.
2. **Complete**: All required fields are filled.
3. **Ready for Export**: Expenses reviewed and confirmed by finance teams, ensuring you avoid duplicate work.

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2Fyj85l1yFJvALzzbt2QPT%2FExport%20Screen.png?alt=media&#x26;token=26f7ded8-251d-4926-ae80-63b1eef35642" alt=""><figcaption></figcaption></figure>



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.

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FAi5aQY4a54cK8CMyFDT3%2FGif%20Copilot%20changing.gif?alt=media&#x26;token=3514dc4b-66ad-45c5-9106-b9301162f587" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2F2C2w4XPgvjRbVadjWWL3%2FCategrosising%20Export%20gif.gif?alt=media&#x26;token=5a8b6a31-0a56-44b2-b82a-2bfa71ab0c4c" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FfS039U3NpTsmt1Aosdot%2FSelect%20all%20expenses.png?alt=media&#x26;token=1f333b7b-e42c-49ed-a5c6-559c22a77257" alt="" width="375"><figcaption></figcaption></figure>

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

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FQGkccpf7Gp3HBjrSwhgD%2FScreenshot%202025-01-26%20at%2011.51.53.png?alt=media&#x26;token=2660ec3f-8db7-45fb-b045-8a72ae4524be" alt="" width="375"><figcaption></figcaption></figure>

If you didn't activate Pemo Copilot as part of your initial set-up you can do it at this stage too.

{% content-ref url="../../ai-powered-accounting/pemo-copilot" %}
[pemo-copilot](../../ai-powered-accounting/pemo-copilot)
{% endcontent-ref %}

**Get 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.

### **3️⃣ Export Expenses with One Click**

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**

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

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FB00xnIGyko2tPAkmjbR3%2FUntitled%20design%20(22).png?alt=media&#x26;token=85a584c1-0947-4738-bd4e-26a3db05dcff" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2507411455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTu8uiGgSOmVttj1fw9NC%2Fuploads%2FkGgsltkRcqzJ9YXehfiv%2Ffinal%20gif.gif?alt=media&#x26;token=36871868-79ca-414e-89fc-4b4ba796e24e" alt=""><figcaption></figcaption></figure>

