✅Setting up Approval Policies

Simplify your entire approval process with Pemo's customized Approval Policies. Gain complete control and visibility at every step, streamline operations, ensure compliance, and make informed decisions quickly by easily setting an approval workflow.

You can set up approval policies for 4 actions: card expenses, creating new cards and adjusting spending limits, out-of-pocket expenses, and invoice management. You can set up multiple approval levels and select the relevant approvers at each step. You've the flexibility to choose specific users within your organization or select specific user roles (e.g Admin, Accountant)

Check out some of the key benefits below

Direct Requests Appropriately Route expense approval requests to the right people based on the spending amount.

Stay Informed with Smart Notifications Keep everyone in the loop with real-time, smart notifications.

Approve on the Go Quickly review and approve requests to keep your team moving forward.

Timely Approvals by the Right People Ensure that your company expenses are approved by the right people at the right time, maintaining efficiency and control.

When you join Pemo, we apply a default policy to all four of our Approval Policies.

Types of Approval Policies

Pemo offers four types of approval policies to streamline your financial management:

1. Card Expenses

Monitor and approve expenses efficiently to align with your overall budget and organizational goals.

1. New Cards & Spending Limits

Set rules when it comes to issuing new cards and setting spend limits keeping you in control.

1. Out-of-Pocket Expenses:

Approval policies for managing reimbursements. Any member can request reimbursements while ensuring compliance with your policies.

1. Invoices

Streamline your invoice approvals effortlessly! Empower your team to request invoice payouts while staying compliant with your policies.

Pemo Power Tip: Each policy type comes with a default setting that you can easily customize to fit your specific needs. By selecting the approval policy you want to set up, you can access our detailed step-by-step guides to help you create and manage these policies effectively.

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Guides to setting up Approval Policies

We've created 4 easy to follow guides to bring you through each step you need to do to set up the type of Approval Policy that you want to set up

💳Card Expenses Approval Policy: Step By Step Guide

📤Out-of-pocket Expenses Approval Policy: Step By Step Guide

🆕New Cards & Spending Limits Approval Policy: Step By Step Guide

📄Invoices Approval Policy: Step By Step Guide