Pemo Knowledge Base
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  • 📚Pemo Knowledge Base
  • Getting Started
    • ⭐Getting Started as an Admin
      • ✅Verifying the Company
        • 📄How to get a bank reference letter
      • 🚢Invite your Team and Accountant
        • 🧑‍🤝‍🧑Bulk inviting your Team
        • 🧍Inviting a Single Team Member
      • 💰Top up your wallet
      • 💳Ordering your first Pemo Cards
      • 📱Pemo mobile app tour
    • ☕Getting Started as a Team Member
      • 🤝Accept the invite
      • 🚦Complete User Verification
      • 🗣️Request your Pemo Card
      • 💳Activate your physical card
      • 💸How to pay with your Pemo card and attach your receipt
      • 📱Pemo mobile app tour
    • ❓Pemo General FAQs
  • Wallet & Cards
    • 📥Wallet Management
      • 💰Step by step guide to topping up your wallet
        • 💰Guide for older process for topping up
      • 🔎Understanding Your Pemo Wallet Statement
        • 🗃️Tax invoice
        • 🗄️CSV Statement
        • 📂PDF Statements
      • 📬Get notified when your wallet is running low
      • 🤑How cashback works
      • ❓Wallet FAQs
    • 💳Pemo Cards
      • 👨‍🏭Activating a physical card
      • 💁‍♂️Requesting a Pemo card as a team member
      • 🤝Approving request for new cards
      • ℹ️About your card spending limits
        • 🗓️Calculating your total monthly spend limit
      • 📊Request changing the card limits as a team member
      • 👍Approving requests for new card limits
      • 💱Fees associated with card transactions
      • 🍏Apple Pay for your Pemo Cards
        • How to set up Apple Pay for your Pemo cards?
      • 🤳Google Pay for your Pemo Cards
        • How to set up Google Pay for your Pemo cards?
      • 🧙Card benefits & how to redeem
        • 🥦How to redeem your Talabat pro offer using your unique voucher
      • Cards FAQs
    • 📊Budgets
      • 💳Steps to Create a Card-Type Budget
      • 🏋️Steps to Create a Member-Type Budget
      • 🛒Steps to Create a Merchant Category-Type Budget
      • 🧑‍🤝‍🧑Steps to Create a Team-Type Budget
      • ✏️Managing Your Budgets: How to Edit, Delete, or View Budget Details
      • 📩Budget Owner Notifications
    • 🛂Managing Cards as an Admin
      • 💳Ordering new Pemo cards
      • 🔓Setting/updating limits on Pemo cards
      • 🧊Freeze, Unfreeze and terminate cards
      • 🛒Take Control with Merchant Category Restrictions
        • 📇Understanding Merchant Category Codes (MCCs) and How They Work with Your Pemo Cards
      • 👍How to approve new card limits as an Admin
      • 🤝How to approve new card requests as an Admin
  • Expenses
    • 🧾Expense Management
      • 📩Receipts Inbox
        • 👩‍🔧How to add an email address to your mail box as a contact
        • 📨Setting up automatic email forwarding for digital receipts
        • ⁉️Understanding Receipt Statuses in the Pemo Receipts Inbox
      • 💵Creating out-of-pocket expense
      • 👁️‍🗨️Track Expenses as a Team member
      • 👨‍💼Manage Expenses as an Admin/Financial Controller
        • 👍Pemo's Receipt Verification
      • ➕Adding a receipt and note to a card expense
      • ✅Setting up Approval Policies
        • 💳Card Expenses Approval Policy: Step By Step Guide
        • 🆕New Cards & Spending Limits Approval Policy: Step By Step Guide
        • 📤Out-of-pocket Expenses Approval Policy: Step By Step Guide
        • 📄Invoices Approval Policy: Step By Step Guide
        • 💡Editing the Default Policy
    • ⚙️Card Expenses vs. Out-of-Pocket Expenses: What’s the Difference?
    • 👩‍💻Expenses Tab: Statuses & Tracking
  • ⚖️Cash balance
    • 📑Cash balance as an admin or accountants
      • 🔄Exporting Withdrawals & Pocket Expenses
      • 🖇️Linking Users to Accounting Accounts
    • 💵Cash balance as spender (team member)
  • Invoices
    • 📠Invoice Management
    • 🧠Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • 🎇Submission Polices
      • 🚩What are Submission Policies?
      • 🎙️Default Submission Policies
      • 💳Creating Custom Submission Policies for Card Expenses
      • 🧾Customizing Default Submission Policy for Pocket Expenses
      • 📬Reminders and Notification
    • 📠Accounting Setup
      • 🪛Setting up Accounting with Pemo
        • 📕ZohoBooks Integration
          • 🔗How to Link Zoho Books to Pemo - Step-by-Step Guide
            • 🔐Pemo Integration Permissions with Zoho Books Overview
            • 🔧Troubleshooting Zoho Books Connection issues
          • ✏️How to use our offline integration with ZohoBooks
        • 💻Xero Integration
          • 🔗How to link Pemo to Xero - Step by Step Guide
            • ❓Xero Online Integration FAQ
          • ✏️How to use our offline integration with Xero
        • 🖇️Wafeq Online Integration
          • 🦾How to link Pemo to Wafeq - Guide
          • ❓Wafeq Online Integration FAQ
        • 🔗Quickbooks Integration
          • 📤How to link Quickbooks to Pemo - Step by Step Guide
          • ✏️How to use our offline integration with Quickbooks
        • 🧙Tally Integration
          • ↔️Exporting & Import Expenses to Tally
        • 📊Pemo Universal CSV
          • 🔎Using the Pemo Universal Template
      • 💠AI Powered Accounting
        • 🔷Pemo Copilot
          • 🔹Activating Pemo Copilot
        • 🔶Smart Vendor Creation
          • 🔸How to activate Smart Vendor Creation
    • ❓Accounting FAQs
  • Managing your account as Admin
    • 👩‍🏭User and Team Management
      • ✉️Inviting and deactivating users
      • 👨‍🏫Manage User Roles
      • 📩Inviting an external accountant
      • 👯Organize Pemo Users by Teams
    • 👩‍💻Admining your Account
      • 🔝Subscription plans and pricing
      • 🖇️Changing your company name or address
      • 🚧Company account restriction reasons, timelines, and explanations
      • 🤝Pemo referral program
        • 🛤️How to track your referrals
        • 🎇How to redeem your reward
      • 📧How to manage your email notifications in Pemo
  • 🔐Privacy & Security
    • 👩‍🏭How to protect your account from fraudsters
      • 🚨Payment Fraud – Do’s & Don’ts
    • 🛑How to Handle a Fraudulent Transaction on Your Pemo Card
  • 🥸How to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • 📽 Order your Pemo cards
    • 📽 Add funds to your Pemo account
    • 📽 Edit, terminate and freeze cards
    • 📽 Set up your Approval Policies
    • 📽 Manage card limits
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On this page
  • Pemo Admin Dashboard
  • Expenses Tab
  • Collaborate with your team right within Pemo
  • Approving and Rejecting expenses
  • Mobile App

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  1. Expenses
  2. Expense Management

Manage Expenses as an Admin/Financial Controller

PreviousTrack Expenses as a Team memberNextPemo's Receipt Verification

Last updated 7 months ago

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As an admin in Pemo, you have complete control over your organization’s expenses. With powerful tools and real-time insights, managing company spending has never been easier. Here’s how you can make the most of Pemo’s features to stay on top of it all:

Pemo Admin Dashboard

The Admin Dashboard gives you a complete overview of your organization’s financial activity, including:

  • Total spending over a specific period, with clear trends to help you monitor expenses.

  • Filters to view spending by team or individual members.

  • A summary of all pending actions, such as expenses missing receipts or awaiting approval in your "To Do List"

  • The status of all cards, whether they’re active, pending activation, or frozen.

  • Your current wallet balance, so you always know where you stand.

  • An overview of the cashback you've earned by spending with Pemo

This dashboard keeps everything at your fingertips, helping you manage your team’s expenses effortlessly.

Expenses Tab

Need to drill down into the details? The Expenses Tab lets you:

  • Use advanced filters to search for specific expenses by type, date, tags, merchants, and more.

  • Get a clear, detailed view of all transactions to help you manage spending efficiently.

Collaborate with your team right within Pemo

Keep communication seamless by collaborating directly within Pemo:

  • Add comments to any expense to ask for clarification or additional details.

  • Both admins and financial controllers can request updates, and the team member who submitted the expense will be notified right away.

  • When they reply, you’ll be notified, ensuring smooth and timely communication.

With built-in collaboration, managing expenses becomes a team effort.

Approving and Rejecting expenses

Pemo makes it easy to stay on top of approvals:

  • Set up custom approval policies and workflows tailored to your organization’s needs.

  • Approve or reject expenses quickly to keep everything moving smoothly.

You’ll always have the control and oversight needed to manage spending with confidence.

Mobile App

Track and manage expenses on the go with the Pemo Mobile App:

  • Add expenses and upload receipts directly from your phone, making it convenient to stay on top of your company’s spending anytime, anywhere.

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👨‍💼
✅Setting up Approval Policies