Linking Users to Accounting Accounts
Last updated
Was this helpful?
Last updated
Was this helpful?
To ensure smooth exporting, each user must be linked to an account in your accounting software.
Go to Settings > Company Cash Balance Settings
Click Manage
You’ll see a list of all spenders on Pemo within your company
For each spender:
Select an existing account in your accounting software
Or search for one
Or create a new one
Visit the Cash Balance section
Go to the Members' Cash Balance tab
Use the Payment Account column to link each spender
Or click the Settings button for full setup
