Before exporting expenses from Pemo to Zoho Books, finance teams should review them to ensure accuracy and compliance.
Pemo’s Accounting Export page acts as your smart to-do list — helping you review, categorize, and prepare expenses for export efficiently.
Why reviewing matters
Prevents duplicate entries.
Ensures all required accounting fields are complete.
Leverages Pemo Copilot for faster, automated categorization.
Keeps exports organized and audit-ready.
Expense statuses explained
Each expense in the Accounting Export page has a status to guide your workflow:
Incomplete: Missing required fields (e.g., Account, Vendor, VAT).
Complete: All required fields are filled.
Ready for Export: Reviewed and marked as ready by your team.
Only settled expenses appear in this view — unsettled ones will show up once their billing amounts are confirmed.
Automate with Pemo Copilot
Once Pemo Copilot is activated, expenses are automatically categorized by:
Chart of Account
Vendor
VAT
You can review or adjust Copilot’s suggestions anytime before marking them as ready.
If you didn’t enable Copilot during setup, you can do it later from your Accounting Settings.
Bulk actions for efficiency
Managing many expenses? Use bulk actions to save time:
Apply filters (e.g., all transactions from Careem).
Select all matching expenses.
Use Edit to assign fields like Account, Vendor, or VAT.
Mark them as Ready for Export in one go.
Review individually with full context
For detailed checks:
View receipts and expense details side by side.
Review payment status, approvals, and policy compliance.
Move between expenses without closing the detail view.
Next step: Export to Zoho Books
Once your expenses are marked Ready for Export, you can export them directly to Zoho Books in just one click.