🖇️Linking Users to Accounting Accounts

To ensure smooth exporting, each user must be linked to an account in your accounting software.

1. Go to Settings > Company Cash Balance Settings

2. Click Manage

1. You’ll see a list of all spenders on Pemo within your company

2. For each spender:

   • Select an existing account in your accounting software

   • Or search for one

   • Or create a new one

⚡️ Quick Link via Cash Balance Section

1. Visit the Cash Balance section

2. Go to the Members' Cash Balance tab

3. Use the Payment Account column to link each spender

4. Or click the Settings button for full setup