The Group View gives you one dashboard for all your companies. It brings together wallet balances, pending actions, spend insights and statements.
Who can access the Group View?
Super Admins, Admins and Accountants can access the Group View if all of these requirements are met:
You are a Super Admin, Admin or Accountant in two or more companies
All eligible companies are on the Enterprise plan
You're using Pemo on the web app
If you don't meet these requirements, the Group View won't appear. You can still open each company you have access to individually.
Your access updates automatically. If you're added to or removed from a company as a Super Admin, Admin or Accountant, your Group View will update without any action required.
How to access the Group View
Before you start: You need to meet the requirements above. The Group View is on the Pemo web app.
Select your company name in the top-left corner.
Select Group View.
Under Companies you manage, Group View sits above your companies and shows how many companies it includes (for example, "2 companies"). The same list also has Register a new company.
Only companies where you have a Super Admin, Admin or Accountant role are included. Companies where you're a Team Member or Team Lead won't appear.
What's included in the Group View?
The Group View is divided into three sections:
Section | What you'll see |
Home | Your to-do list, Wallets with each company's Wallet Forecast, Tax savings and Cashback |
Statements | Wallet statements for each company, plus an option to download them all |
Analytics | Combined spend insights, including top merchants, categories, and spending companies |
The Group View is designed for visibility. To take action, you'll be redirected to the relevant company workspace.
Can I filter by company?
You can filter the Group View by company, but you can't add companies that aren't included in your Group View.
Use the company filter at the top of the page to choose which companies you want to include. All data updates automatically based on your selection.
Your filters are saved, so the next time you open the Group View, you'll see the same companies selected.