Pemo Knowledge Base
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  • πŸ“šPemo Knowledge Base
  • Getting Started
    • ⭐Getting Started as an Admin
      • βœ…Verifying the Company
        • πŸ“„How to get a bank reference letter
      • 🚒Invite your Team and Accountant
        • πŸ§‘β€πŸ€β€πŸ§‘Bulk inviting your Team
        • 🧍Inviting a Single Team Member
      • πŸ’°Top up your wallet
      • πŸ’³Ordering your first Pemo Cards
      • πŸ“±Pemo mobile app tour
    • β˜•Getting Started as a Team Member
      • 🀝Accept the invite
      • 🚦Complete User Verification
      • πŸ—£οΈRequest your Pemo Card
      • πŸ’³Activate your physical card
      • πŸ’ΈHow to pay with your Pemo card and attach your receipt
      • πŸ“±Pemo mobile app tour
    • ❓Pemo General FAQs
  • Wallet & Cards
    • πŸ“₯Wallet Management
      • πŸ’°Step by step guide to topping up your wallet
        • πŸ’°Guide for older process for topping up
      • πŸ”ŽUnderstanding Your Pemo Wallet Statement
        • πŸ—ƒοΈTax invoice
        • πŸ—„οΈCSV Statement
        • πŸ“‚PDF Statements
      • πŸ“¬Get notified when your wallet is running low
      • πŸ€‘How cashback works
      • ❓Wallet FAQs
    • πŸ’³Pemo Cards
      • πŸ‘¨β€πŸ­Activating a physical card
      • πŸ’β€β™‚οΈRequesting a Pemo card as a team member
      • 🀝Approving request for new cards
      • ℹ️About your card spending limits
        • πŸ—“οΈCalculating your total monthly spend limit
      • πŸ“ŠRequest changing the card limits as a team member
      • πŸ‘Approving requests for new card limits
      • πŸ’±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?
      • πŸ§™Card benefits & how to redeem
      • Cards FAQs
    • πŸ“ŠBudgets
      • πŸ’³Steps to Create a Card-Type Budget
      • πŸ‹οΈSteps to Create a Member-Type Budget
      • πŸ›’Steps to Create a Merchant Category-Type Budget
      • πŸ§‘β€πŸ€β€πŸ§‘Steps to Create a Team-Type Budget
      • ✏️Managing Your Budgets: How to Edit, Delete, or View Budget Details
      • πŸ“©Budget Owner Notifications
    • πŸ›‚Managing Cards as an Admin
      • πŸ’³Ordering new Pemo cards
      • πŸ”“Setting/updating limits on Pemo cards
      • 🧊Freeze, Unfreeze and terminate cards
      • πŸ›’Take Control with Merchant Category Restrictions
      • πŸ‘How to approve new card limits as an Admin
      • 🀝How to approve new card requests as an Admin
  • Expenses
    • 🧾Expense Management
      • πŸ“©Receipts Inbox
        • πŸ‘©β€πŸ”§How to add an email address to your mail box as a contact
        • πŸ“¨Setting up automatic email forwarding for digital receipts
        • ⁉️Understanding Receipt Statuses in the Pemo Receipts Inbox
      • πŸ’΅Creating out-of-pocket expense
      • πŸ‘οΈβ€πŸ—¨οΈTrack Expenses as a Team member
      • πŸ‘¨β€πŸ’ΌManage Expenses as an Admin/Financial Controller
        • πŸ‘Pemo's Receipt Verification
      • βž•Adding a receipt and note to a card expense
      • βœ…Setting up Approval Policies
        • πŸ’³Card Expenses Approval Policy: Step By Step Guide
        • πŸ†•New Cards & Spending Limits Approval Policy: Step By Step Guide
        • πŸ“€Out-of-pocket Expenses Approval Policy: Step By Step Guide
        • πŸ“„Invoices Approval Policy: Step By Step Guide
        • πŸ’‘Editing the Default Policy
    • βš™οΈCard Expenses vs. Out-of-Pocket Expenses: What’s the Difference?
    • πŸ‘©β€πŸ’»Expenses Tab: Statuses & Tracking
  • βš–οΈCash balance
    • πŸ“‘Cash balance as an admin or accountants
      • πŸ”„Exporting Withdrawals & Pocket Expenses
      • πŸ–‡οΈLinking Users to Accounting Accounts
    • πŸ’΅Cash balance as spender (team member)
  • Invoices
    • πŸ“ Invoice Management
    • 🧠Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • πŸŽ‡Submission Polices
      • 🚩What are Submission Policies?
      • πŸŽ™οΈDefault Submission Policies
      • πŸ’³Creating Custom Submission Policies for Card Expenses
      • 🧾Customizing Default Submission Policy for Pocket Expenses
      • πŸ“¬Reminders and Notification
    • πŸ“ Accounting Setup
      • πŸͺ›Setting up Accounting with Pemo
        • πŸ“•ZohoBooks Integration
          • πŸ”—How to Link Zoho Books to Pemo - Step-by-Step Guide
            • πŸ”Pemo Integration Permissions with Zoho Books Overview
            • πŸ”§Troubleshooting Zoho Books Connection issues
          • ✏️How to use our offline integration with ZohoBooks
        • πŸ’»Xero Integration
          • πŸ”—How to link Pemo to Xero - Step by Step Guide
            • ❓Xero Online Integration FAQ
          • ✏️How to use our offline integration with Xero
        • πŸ–‡οΈWafeq Online Integration
          • 🦾How to link Pemo to Wafeq - Guide
          • ❓Wafeq Online Integration FAQ
        • πŸ”—Quickbooks Integration
          • πŸ“€How to link Quickbooks to Pemo - Step by Step Guide
          • ✏️How to use our offline integration with Quickbooks
        • πŸ§™Tally Integration
          • ↔️Exporting & Import Expenses to Tally
        • πŸ“ŠPemo Universal CSV
          • πŸ”ŽUsing the Pemo Universal Template
      • πŸ’ AI Powered Accounting
        • πŸ”·Pemo Copilot
          • πŸ”ΉActivating Pemo Copilot
        • πŸ”ΆSmart Vendor Creation
          • πŸ”ΈHow to activate Smart Vendor Creation
    • ❓Accounting FAQs
  • Managing your account as Admin
    • πŸ‘©β€πŸ­User and Team Management
      • βœ‰οΈInviting and deactivating users
      • πŸ‘¨β€πŸ«Manage User Roles
      • πŸ“©Inviting an external accountant
      • πŸ‘―Organize Pemo Users by Teams
    • πŸ‘©β€πŸ’»Admining your Account
      • πŸ”Subscription plans and pricing
      • πŸ–‡οΈChanging your company name or address
      • 🚧Company account restriction reasons, timelines, and explanations
      • 🀝Pemo referral program
        • πŸ›€οΈHow to track your referrals
        • πŸŽ‡How to redeem your reward
      • πŸ“§How to manage your email notifications in Pemo
  • πŸ”Privacy & Security
    • πŸ‘©β€πŸ­How to protect your account from fraudsters
    • πŸ›‘How to Handle a Fraudulent Transaction on Your Pemo Card
  • πŸ₯ΈHow to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • πŸ“½ Order your Pemo cards
    • πŸ“½ Add funds to your Pemo account
    • πŸ“½ Edit, terminate and freeze cards
    • πŸ“½ Set up your Approval Policies
    • πŸ“½ Manage card limits
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