Before exporting expenses from Pemo to Odoo, finance teams should review them to ensure accuracy and compliance. Pemo turns your Accounting Export page into a smart to-do list so you can clean up data before it becomes a journal entry in Odoo.
Why review matters
Reviewing in Pemo before exporting to Odoo helps you:
Prevent duplicate work.
Ensure all required accounting fields are complete.
Leverage Pemo Copilot for faster categorization.
Keep exported journal entries clean, balanced, and audit-ready in Odoo.
Expense statuses explained
Each expense in the Accounting Export → Transactions page has a status to guide your workflow:
Incomplete
A required field is missing, such as:Chart of Account (expense account)
Vendor / Supplier
VAT (when required)
Complete
All required fields are filled, but the transaction hasn’t been formally reviewed yet.Ready for Export
The expense has been reviewed by your team and marked as ready.
These are the expenses you’ll typically export to Odoo as Draft journal entries.
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 can automatically prefill accounting fields such as:
Chart of Account
Vendor / Supplier
VAT
This saves time and improves consistency, especially for recurring merchants (e.g. subscription tools, ride-hailing, airlines).
You can always:
Review Copilot’s suggestions
Adjust the account, vendor, or VAT
Then mark the expense as Ready for Export
If you didn’t activate Copilot during initial setup, you can enable it anytime from your Accounting settings under AI Powered Accounting.
Bulk actions for efficiency
If you manage a high volume of expenses, bulk actions help you process many transactions in seconds.
Here’s how to use them:
Apply filters (e.g. all transactions from “Emirates”, “Careem”, or a specific cardholder).
Select all matching expenses.
Click Edit to assign fields like:
Chart of Account
Vendor
VAT
Other accounting fields
Once everything is filled and looks correct, mark them all as Ready for Export in one go.
This is ideal for recurring spend types where coding is similar across many transactions.
Review individually with full context
Some expenses need a closer look—especially high-value items, unusual vendors, or policy-sensitive spend.
Pemo’s detail view makes this easy:
View receipt and expense details side by side.
Check payment status, approvals, and policy compliance.
Confirm account, vendor, VAT, and description are correct.
Seamlessly switch between expenses without closing the detail panel.
Once reviewed, set the status to Ready for Export so your Odoo journal entries are clean on the first try.
Next step: Export to Odoo
Once your expenses are marked as Ready for Export, you can export them into Odoo:
Pemo creates Draft journal entries in Odoo → Accounting → Journal Entries.
Each entry includes your selected expense account, payment account, VAT, reference, description, and attachments.
Your accountant can then review and post them when ready.
👉 Learn more: Check out our guide on How to export a transaction to Odoo and see exactly how those journal entries are structured.