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
      • đŸšĸInvite your Team and Accountant
        • 🧑‍🤝‍🧑Bulk inviting your Team
        • 🧍Inviting a Single Team Member
      • 💰Top up your wallet
      • đŸ’ŗOrdering your first Pemo Cards
      • 📱Pemo mobile app tour
    • ☕Getting Started as a Team Member
      • 🤝Accept the invite
      • đŸšĻComplete User Verification
        • 🌏How to Complete User Verification (KYC) for Non-UAE Residents
      • đŸ—Ŗī¸Request your Pemo Card
      • đŸ’ŗActivate your physical card
      • 💸How to pay with your Pemo card and attach your receipt
      • 📱Pemo mobile app tour
    • ❓Pemo General FAQs
  • Wallet & Cards
    • đŸ“ĨWallet Management
      • 💰Step by step guide to topping up your wallet
        • 💰Guide for older process for topping up
      • 🔎Understanding Your Pemo Wallet Statement
        • đŸ—ƒī¸Tax invoice
        • đŸ—„ī¸CSV Statement
        • 📂PDF Statements
      • đŸ“ŦGet notified when your wallet is running low
      • 🤑How cashback works
      • ❓Wallet FAQs
    • đŸ’ŗPemo Cards
      • 🔀How to Track the Delivery of Your Pemo Card
      • 👨‍🏭Activating a physical card
      • đŸ’â€â™‚ī¸Requesting a Pemo card as a team member
      • 🤝Approving request for new cards
      • â„šī¸About your card spending limits
        • đŸ—“ī¸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?
      • đŸ¤ŗGoogle Pay for your Pemo Cards
        • How to set up Google Pay for your Pemo cards?
      • 🧙Card benefits & how to redeem
        • đŸĨĻHow to redeem your Talabat pro offer using your unique voucher
      • Cards FAQs
    • 📊Budgets
      • đŸ’ŗSteps to Create a Card-Type Budget
      • đŸ‹ī¸Steps to Create a Member-Type Budget
      • 🛒Steps to Create a Merchant Category-Type Budget
      • 🧑‍🤝‍🧑Steps to Create a Team-Type Budget
      • âœī¸Managing Your Budgets: How to Edit, Delete, or View Budget Details
      • 📩Budget Owner Notifications
    • 🛂Managing Cards as an Admin
      • đŸ’ŗOrdering 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
        • â‰ī¸Understanding Receipt Statuses in the Pemo Receipts Inbox
      • đŸ’ĩCreating out-of-pocket expense
      • đŸ‘ī¸â€đŸ—¨ī¸Track Expenses as a Team member
      • 👨‍đŸ’ŧManage Expenses as an Admin/Financial Controller
        • 👍Pemo's Receipt Verification
      • ➕Adding a receipt and note to a card expense
      • ✅Setting up Approval Policies
        • đŸ’ŗCard 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
    • âš™ī¸Card Expenses vs. Out-of-Pocket Expenses: What’s the Difference?
    • 👩‍đŸ’ģExpenses Tab: Statuses & Tracking
  • âš–ī¸Cash balance
    • 📑Cash balance as an admin or accountants
      • 🔄Exporting Withdrawals & Pocket Expenses
      • đŸ–‡ī¸Linking Users to Accounting Accounts
    • đŸ’ĩCash balance as spender (team member)
  • Invoices
    • 📠Invoice Management
    • 🧠Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • 🎇Submission Polices
      • 🚩What are Submission Policies?
      • đŸŽ™ī¸Default Submission Policies
      • đŸ’ŗCreating Custom Submission Policies for Card Expenses
      • 🧾Customizing Default Submission Policy for Pocket Expenses
      • đŸ“ŦReminders and Notification
    • 📠Accounting Setup
      • đŸĒ›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
          • âœī¸How to use our offline integration with ZohoBooks
        • đŸ’ģXero Integration
          • 🔗How to link Pemo to Xero - Step by Step Guide
            • ❓Xero Online Integration FAQ
          • âœī¸How to use our offline integration with Xero
        • đŸ–‡ī¸Wafeq Online Integration
          • đŸĻžHow to link Pemo to Wafeq - Guide
          • ❓Wafeq Online Integration FAQ
        • 🔗Quickbooks Integration
          • 📤How to link Quickbooks to Pemo - Step by Step Guide
          • âœī¸How to use our offline integration with Quickbooks
        • 🧙Tally Integration
          • â†”ī¸Exporting & Import Expenses to Tally
        • 📊Pemo Universal CSV
          • 🔎Using the Pemo Universal Template
      • 💠AI Powered Accounting
        • 🔷Pemo Copilot
          • 🔹Activating Pemo Copilot
        • đŸ”ļSmart Vendor Creation
          • 🔸How to activate Smart Vendor Creation
    • ❓Accounting FAQs
  • Managing your account as Admin
    • 👩‍🏭User and Team Management
      • âœ‰ī¸Inviting and deactivating users
      • 👨‍đŸĢManage User Roles
      • 📩Inviting an external accountant
      • đŸ‘¯Organize Pemo Users by Teams
    • 👩‍đŸ’ģAdmining your Account
      • 🔝Subscription plans and pricing
      • đŸ–‡ī¸Changing your company name or address
      • 🚧Company account restriction reasons, timelines, and explanations
      • 🤝Pemo referral program
        • đŸ›¤ī¸How to track your referrals
        • 🎇How to redeem your reward
      • 📧How to manage your email notifications in Pemo
      • đŸ—Ŗī¸How to change your language settings on 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
  • đŸĨ¸How to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • đŸ“Ŋ Order your Pemo cards
    • đŸ“Ŋ Add funds to your Pemo account
    • đŸ“Ŋ Edit, terminate and freeze cards
    • đŸ“Ŋ Set up your Approval Policies
    • đŸ“Ŋ Manage card limits
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