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How to review your expenses before exporting to Xero

Updated over 3 weeks ago

Before exporting expenses from Pemo to Xero, finance teams should review them to ensure accuracy and compliance. Pemo makes this process fast and efficient by turning your Accounting Export page into a smart to-do list.


Why review matters

  • Prevents duplicate work.

  • Ensures all required accounting fields are complete.

  • Leverages automation with Pemo Copilot for faster categorization.

  • Keeps exports clean and audit-ready.


Expense statuses explained

Each expense in the Accounting Export page has a status to guide your workflow:

  • Incomplete: A required field is missing (e.g., Chart of Account, Vendor, VAT).

  • Complete: All required fields are filled.

  • Ready for Export: The expense has been reviewed and marked ready by your team.

Only settled expenses appear in the Accounting Export view. Authorized but unsettled expenses won’t show up until their billing amount is confirmed.


Automate with Pemo Copilot

Once Copilot is activated, Pemo will automatically categorize expenses by:

  • Chart of Account

  • Vendor

  • VAT

This saves time and increases accuracy. You can always review and edit Copilot’s suggestions before marking them as ready.

If you didn’t activate Copilot during initial setup, you can enable it anytime from your Accounting settings.


Bulk actions for efficiency

For teams managing high volumes of expenses, bulk actions help you process multiple transactions in seconds.

Here’s how you can use them:

  1. Apply filters (e.g., all transactions from Careem).

  2. Select all matching expenses.

  3. Use Edit to assign fields like Account, Vendor, VAT, etc.

  4. Mark all completed expenses as Ready for Export in one go.


Review individually with full context

Some expenses need a closer look. Pemo’s detail view makes this easy:

  • View receipts and expense details side by side.

  • Check payment status, approvals, and policy compliance.

  • Seamlessly switch between expenses without closing the detail page.


Next step: Export to Xero

Once your expenses are marked as Ready for Export, you can proceed with exporting them into Xero.

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