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How to review your expenses before exporting to Wafeq

Updated yesterday

Before exporting expenses from Pemo to Wafeq, finance teams should review them to ensure accuracy and consistency. Pemo makes this easy by turning your Accounting Export page into a smart to-do list.

Why reviewing matters

  • Prevents duplicate entries

  • Ensures all required fields are filled

  • Speeds up categorization with Pemo Copilot

  • Keeps your books clean and audit-ready

Expense statuses explained

Each expense in the Accounting Export page has a clear status:

  • Incomplete: Missing a required field (e.g., Account, Vendor, VAT)

  • Complete: All required fields are filled

  • Ready for Export: Reviewed and approved by your team

Only settled expenses appear in the export view. Authorized but unsettled ones won’t appear until their billing amount is confirmed.

Automate with Pemo Copilot

Once Copilot is activated, Pemo automatically categorizes expenses by:

  • Chart of Account

  • Vendor

  • VAT

You can always review or edit Copilot’s suggestions before marking them as ready.
If you didn’t activate Copilot during setup, enable it anytime in Accounting Settings.

Bulk actions for efficiency

To process many expenses at once:

  1. Filter by vendor or project (e.g., all Careem transactions).

  2. Select all matching expenses.

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

  4. Mark all as Ready for Export.

Review individually with full context

Use Pemo’s detail view to:

  • See receipts and details side by side

  • Check approvals and policy compliance

  • Move easily between expenses

Next step: Export to Wafeq

Once marked as Ready for Export, you can export expenses directly to Wafeq.

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