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How to link Pemo to Wafeq — Step-by-Step Guide

Updated over a week ago

Connecting Pemo to Wafeq helps you sync expenses, contacts, VAT rates, and chart of accounts automatically — so your books stay accurate without manual entry.

1. Check your access

  • In Pemo: You need to be an Admin or Accountant.

  • In Wafeq: You need Admin access to connect integrations.

2. Start the connection in Pemo

  1. Log in to Pemo.

  2. Go to Accounting Export.

  3. Click "connect accounting system" and from the integration list, select Wafeq.

  4. Click Get started.

This will open the Odoo connection flow.

3. Log into Wafeq

  1. Click Connect to Wafeq in Pemo.

  2. You’ll be redirected to the Wafeq permissions page, click continue

3. Enter your credentials and select the correct organization.

4. Review permissions and click Allow Access.

Reminder: Only Wafeq Admins can authorize integrations.

4. Choose your payment account

Select the Payment Account in Wafeq that represents your Pemo Wallet.

  • Already have one? Select it.

  • Need one? Create it directly in Pemo during setup.

Pemo Power Tip: You can update your payment account anytime in Accounting Settings.

Use an existing account in Wafeq

  • For example, a dedicated “Pemo Wallet” bank/cash account.

  • Select it from the list in Pemo.

  • Create a new one in Wafeq first

    • In Wafeq, create a new bank/cash account for Pemo Wallet.

    • Come back to Pemo and select that account as your payment account.

Pemo Power Tip: Switch on Copilot as part of your setup for your expense fields to be automatically categorized.

5. Data sync from Wafeq to Pemo

Pemo automatically imports:

  • Chart of Accounts

  • Vendors / Contacts

  • VAT rates

  • Departments or cost centers

This ensures your categories match Wafeq’s structure.

6. You’re ready to go

Once connected, you can:

  • Categorize expenses using Wafeq’s chart of accounts and VAT lists

  • Export transactions directly to Wafeq with receipts

  • Reconcile your Pemo wallet quickly and accurately

Troubleshooting tips

Wafeq option missing? → Contact Pemo Support to enable it.

Wrong company connected? → Disconnect and reconnect the correct one.

Need a new account? → Create it during setup or in Wafeq under Accounts.

Next step: Learn how to export expenses from Pemo to Wafeq and keep your books updated automatically.

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