This guide walks you through uploading a bill, letting Pemo read its details, and sending it through approval and payment.
Uploading a bill
1. From your homepage, go to More.
2. Click Bills.
3. Click the upload icon in the top right corner.
4. Browse your files and select the bill you want to upload.
5. Click Confirm.
Reviewing the bill
6. Pemo will read the bill and extract the relevant fields automatically. This can take a moment, refresh the page to check progress.
7. Once processing is complete, the bill will show the status In Review.
8. Click on the bill.
9. Select the vendor.
10. Add the tax rate and tax amount.
11. Choose the approval policy that best matches this bill.
12. Click Send for Approval.
Approving the bill
13. Exit out of the bill.
14. Go to the In Approval tab at the top of the Bills page.
15. Click on the bill that's pending approval.
16. If you have approval rights (POA), refresh the page. You'll then see the option to approve the bill.
17. Click Approve Bill.
18. Click Pay with Pemo.
19. Send the payment for authorization to complete the process.