Adding a receipt and note to a card expense

Keeping track of expenses is important for both individuals and businesses. In most organizations, adding a receipt and a note to every expense is essential. With Pemo, adding receipts and notes to your expenses is quick and convenient and helps you never to lose a receipt again.

Here's how to add a receipt and note to an expense in Pemo:

Immediately after you use the Pemo card

Every time a Pemo card is used to pay for something, the cardholder will receive a mobile push notification informing them about the transaction and asking for a receipt.

  1. Click on the notification, and the automatically generated expense will open on the Pemo mobile app.

  2. Take a photo of the receipt and attach it to the expense. You can also add notes to provide more details about the expense, such as the purpose or business justification.

  3. Save the expense with the attached receipt and notes.

Later on

If you missed attaching a photo of the receipt immediately after you made the payment, you could add the receipt and notes to an expense by doing the following:

  1. Go to the Expenses tab either from the mobile or web apps.

  2. Find the generated expense line and click on "edit expense" to open the details.

  3. You can edit the expense from there to add a receipt, notes, and tags.

Adding a receipt and note to an expense in Pemo helps you stay organized and keep track of your spending. It also makes managing your expenses and accounting as a team easy since all receipts and notes are stored in one place.

If you have any questions or need further assistance, our support team is always available to help.

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