The Group View Home page shows all your companies in one place. You can see what needs attention, check wallet balances and follow your cash position across the group without switching between companies.
Before you start: Group View is available to Super Admins, Admins and Accountants who have that role in 2 or more companies on Pemo, when all those companies are on the Enterprise plan. Group View is on the web app only, not the mobile app.
To open it, select your company name in the top-left corner, then select Group View. The Home page opens first.
To choose which companies the page shows, use the company filter at the top right of the page. It shows how many companies are selected, for example "2 of 2 Companies".
Your to-do list
At the top of the page, the Your to-do list widget shows pending actions across all companies included in your Group View.
Tasks are automatically organized by priority:
Priority | Description |
Critical | Actions that require immediate attention |
High | Important actions that should be reviewed |
Medium | Pending actions that are less time-sensitive |
Each task shows the company it belongs to, the action required, and a shortcut that takes you directly to the relevant section in that company's workspace.
Note: The to-do list follows your company filter. If you remove a company from the filter, its tasks will no longer appear.
Wallets
Below the to-do list, the Wallets widget shows a card for each company included in your Group View.
Each card displays:
Current wallet balance
Most recent top-up amount and date
Low balance warning when funds are running low
Wallet Forecast
If you are part of the Wallet Forecast beta, each company's card in Wallets includes Wallet Forecast, a prediction of how long your balance will last, which upcoming transactions might fail, and a recommended top-up amount and date.
Using upcoming and recurring payments, Pemo estimates when a company may need additional funds.
For example:
“You may need a top-up in 10 days.”
Tax savings
The Tax savings widget combines data across your selected companies and shows your estimated corporate tax savings.
This includes:
Verified expenses
Potential expenses that may qualify for tax deductions
Use this widget to understand how much value your recorded business expenses may generate.
Cashback
The Cashback widget shows how much cashback you've earned across all selected companies.
You'll see:
Cashback earned this month, under Earnings this month
Total cashback earned to date, under Total Pemo Cashback Earned
Note: Both the Tax savings and Cashback widgets update automatically based on the companies selected in your company filter.