Every bill is paid to a vendor, and Pemo pays to the bank details saved on that vendor. You can add a vendor four ways: while you review a bill, one at a time, from a CSV file, or from your accounting system. The most common is while reviewing a bill.
Before you start
Who: a team member with AP Clerk access, a Super Admin or an Admin.
Where: web only.
Set up first: AP Clerk access. See Give a team member AP Clerk access.
Add a vendor while reviewing a bill
In the left sidebar, select More → Bills → To review, then open the bill.
Under Vendor, select New Vendor. The name, TRN and address fill in from the bill.
Add the Payment details, then save.
Add one vendor
In the left sidebar, select Accounting export → Settings → Required for export → Vendors.
Select Create Vendor, fill in Vendor details and Bank details (optional), then select Create Vendor.
Import vendors from a CSV
In the left sidebar, select Accounting export → Settings → Required for export → Vendors, then select ⋮ → Import Vendors CSV. The template includes TRN. See How to import your Vendors to Pemo.
Bring vendors from your accounting system
With an online accounting integration, vendor names and TRNs sync between Pemo and your accounting system. Bank details stay in Pemo only, so add them to each vendor before paying. Smart Vendor Creation can also suggest vendors for you. See Smart Vendor Creation.
Getting the bank details right
Pemo checks the IBAN with the bank and shows the account holder's name.
With an IBAN, the beneficiary name and SWIFT are required.
A saved IBAN can be replaced but not removed.
A vendor without bank details can be approved but not paid.