💵Cash balance as spender (team member)

💡 What is Cash Balance?

Whenever you withdraw cash using your Pemo card, it’s tracked automatically. Your Cash Balance shows whether you owe the company or are due a reimbursement.

It is a simple sum of the difference between cash you've withdrawn using your company's Pemo card and reimbursements you've submitted in Pemo.

📊 Reading Your Cash Balance

• 🔴 Negative Balance: You withdrew cash that needs to be settled– submit reimbursements to settle it

• 🟢 Positive Balance: You’ve spent using your personal funds which you now need to be reimbursed for.

Watch the below video to see a real life example of how it works

1) Cash withdrawals explained

• This is when you use your Pemo card to withdraw cash

• The amount is immediately shown in your balance

• You’ll see a negative balance, meaning you owe that amount

2) Reimbursable expenses explained-.

These are are payments a team member makes using their own personal funds and later submits as a reimbursement. These expenses still need to be logged in Pemo for proper tracking. See our guide below on how to submit reimbursements for tracking purposes

1. Open the Pemo App

2. Tap “More” in the menu

3. Select “Reimbursements”

4. Add Expense Details

   • Date of purchase

   • Amount

   • Store or merchant

5. Attach Receipt Snap a photo or upload it directly from your mobile device.

6. Add Comments (Optional) Include notes or tags for easier tracking.

7. Submit the Expense Tap Submit to log it to your account.

✅ Once it’s approved, the amount will reduce your cash balance.