Got an external accountant helping with your finances? Pemo makes it a breeze to get them on board. By inviting them to the platform, you can streamline your accounting processes and keep communication smooth - all without giving them full access like your internal team.
Here’s how to invite your external accountant:
Log in to Your Pemo Account: Head over to the 'Members & Teams' tab.
Click 'Invite member': Hit that button to start the process.
Enter Their Email: Add your external accountant’s email address into the "send to" field.
Choose 'External accountant': Select this role to give them the right level of access.
Send the Invite: Click 'Send Invite' and you’re done!
Your accountant will receive an email with steps to create their Pemo account. They’ll be able to view and export your organisation’s expenses and invoices, view wallet statements, wallet balance and transaction reports, and manage your accounting setup. They cannot see approval policies, manage or freeze cards, request or hold a card, create expenses, or manage and invite users.
For a deeper dive into how this role compares to others, see Understanding the different users roles in Pemo.