Upload a bill and Pemo extracts the details automatically, then routes it through your approval policy and out to payment
This guide walks you through uploading a bill, letting Pemo read its details, and sending it through approval and payment.
Uploading a bill
Any team member or accountant can do this. Pemo reads the bill and extracts the relevant fields automatically.
1. From your homepage, go to More.
2. Click Document Inbox.
3. Choose one of three ways to send a bill in: send it to the email address shown on the page, send it to the WhatsApp number shown, or click the upload icon and browse your files directly.
4. If sent by email or WhatsApp, the bill lands in the Document Inbox automatically within 3 to 5 minutes.
5. Click the three dots next to the bill and select "Create Bill." This sends it for review.
Reviewing the bill
Done by the Clerk.
6. Once processing is complete, the bill will show the status In Review.
7. Click on the bill.
8. Select the vendor.
9. Add the tax rate and tax amount.
10. Choose the approval policy that best matches this bill.
11. Click Send for Approval.
Approving the bill
Done by the Approver.
12. Go to the In Approval tab at the top of the Bills page.
13. Click on the bill that's pending approval.
14. Review the bill.
15. Click Approve Bill.
Paying the bill
Done by the POA (Payment Order Authorizer).
16. Once approved, you'll get a notification. Go to the "To Pay" tab.
17. Click on the bill.
18. Review it if needed, then click Pay with Pemo.
19. Send the payment for authorization to complete the process.
20. Click Authorize Payment.