👨‍💼Manage Expenses as an Admin/Financial Controller

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.

✅Setting up Approval Policies

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.