Before exporting reimbursements, set each member's payment account in Cash balance → Members’ cash balances → Payment account. You can also reach this from Accounting settings → Cash Accounts → Edit*.
Export reimbursements
Set up your accounting export connection. Connect via an online integration or use the Pemo Universal Template for manual exports. See Overview of Accounting Automation with Pemo.
Go to Cash balance, then open the Members’ cash balances tab. In the Payment account column, select an existing account or select New Member payment account*. Once added, this account automatically syncs with your connected accounting system.
Go to Accounting Export in your dashboard and select the Reimbursements tab.
Complete the mandatory fields marked with an asterisk (*):
Account: The expense account in your chart of accounts where the reimbursement will be recorded.
Vendor: The payee for the reimbursement, often the employee’s name.
User Payment Account: The bank account or payment method used to send funds to the employee.
Your submission policies may require additional fields. These are also marked with an asterisk.
Select the reimbursements you want to export, then click Mark as Ready.
Click Export. Your reimbursements now appear in your connected accounting system.