Pemo provides flexibility in customizing the Default Reimbursement Expense Policy to align with your company's expense submission requirements.
How to Update the Default Reimbursement Policy
Pemo is shipped with a default policy for Reimbursements, which by default, does not define any submission requirement. Admins and Internal/External Accountants can update this policy to set rules for spenders to follow as they submit Pocket expenses.
To create a custom Submission Policy for Pemo Card Expenses
Expand the "More" option on your menu
Select Submission Policies
3. Select "Default reimbursement" policy
4. Toggle the fields that need to be completed by the spender
It is recommended to Complete Accounting Setup on Pemo before configuring your Submission Policy in order to include accounting fields in your policy.
5. Optionally, specify an amount threshold where certain fields should be marked as required.
Use 0 to make this field mandatory for all submissions irrespective of the expense amount.
Submitting a Pocket Expense
The policy is enforced at the time of submission, guaranteeing that spenders adhere to the specified rules. In this example, both Receipt and Memo are required for expenses above AED 100.