Pemo Knowledge Base
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  • ๐Ÿ“šPemo Knowledge Base
  • Getting Started
    • โญGetting Started as an Admin
      • โœ…Verifying the Company
        • ๐Ÿ“„How to get a bank reference letter
      • ๐ŸšขInvite your Team and Accountant
        • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Bulk inviting your Team
        • ๐ŸงInviting a Single Team Member
      • ๐Ÿ’ฐTop up your wallet
      • ๐Ÿ’ณOrdering your first Pemo Cards
      • ๐Ÿ“ฑPemo mobile app tour
    • โ˜•Getting Started as a Team Member
      • ๐ŸคAccept the invite
      • ๐ŸšฆComplete User Verification
      • ๐Ÿ—ฃ๏ธRequest your Pemo Card
      • ๐Ÿ’ณActivate your physical card
      • ๐Ÿ’ธHow to pay with your Pemo card and attach your receipt
      • ๐Ÿ“ฑPemo mobile app tour
    • โ“Pemo General FAQs
  • Wallet & Cards
    • ๐Ÿ“ฅWallet Management
      • ๐Ÿ’ฐStep by step guide to topping up your wallet
        • ๐Ÿ’ฐGuide for older process for topping up
      • ๐Ÿ”ŽUnderstanding Your Pemo Wallet Statement
        • ๐Ÿ—ƒ๏ธTax invoice
        • ๐Ÿ—„๏ธCSV Statement
        • ๐Ÿ“‚PDF Statements
      • ๐Ÿ“ฌGet notified when your wallet is running low
      • ๐Ÿค‘How cashback works
      • โ“Wallet FAQs
    • ๐Ÿ’ณPemo Cards
      • ๐Ÿ‘จโ€๐ŸญActivating a physical card
      • ๐Ÿ’โ€โ™‚๏ธRequesting a Pemo card as a team member
      • ๐ŸคApproving request for new cards
      • โ„น๏ธAbout your card spending limits
        • ๐Ÿ—“๏ธCalculating your total monthly spend limit
      • ๐Ÿ“ŠRequest changing the card limits as a team member
      • ๐Ÿ‘Approving requests for new card limits
      • ๐Ÿ’ฑFees associated with card transactions
      • ๐ŸApple Pay for your Pemo Cards
        • How to set up Apple Pay for your Pemo cards?
      • ๐ŸคณGoogle Pay for your Pemo Cards
        • How to set up Google Pay for your Pemo cards?
      • ๐Ÿง™Card benefits & how to redeem
        • ๐ŸฅฆHow to redeem your Talabat pro offer using your unique voucher
      • Cards FAQs
    • ๐Ÿ“ŠBudgets
      • ๐Ÿ’ณSteps to Create a Card-Type Budget
      • ๐Ÿ‹๏ธSteps to Create a Member-Type Budget
      • ๐Ÿ›’Steps to Create a Merchant Category-Type Budget
      • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Steps to Create a Team-Type Budget
      • โœ๏ธManaging Your Budgets: How to Edit, Delete, or View Budget Details
      • ๐Ÿ“ฉBudget Owner Notifications
    • ๐Ÿ›‚Managing Cards as an Admin
      • ๐Ÿ’ณOrdering new Pemo cards
      • ๐Ÿ”“Setting/updating limits on Pemo cards
      • ๐ŸงŠFreeze, Unfreeze and terminate cards
      • ๐Ÿ›’Take Control with Merchant Category Restrictions
      • ๐Ÿ‘How to approve new card limits as an Admin
      • ๐ŸคHow to approve new card requests as an Admin
  • Expenses
    • ๐ŸงพExpense Management
      • ๐Ÿ“ฉReceipts Inbox
        • ๐Ÿ‘ฉโ€๐Ÿ”งHow to add an email address to your mail box as a contact
        • ๐Ÿ“จSetting up automatic email forwarding for digital receipts
        • โ‰๏ธUnderstanding Receipt Statuses in the Pemo Receipts Inbox
      • ๐Ÿ’ตCreating out-of-pocket expense
      • ๐Ÿ‘๏ธโ€๐Ÿ—จ๏ธTrack Expenses as a Team member
      • ๐Ÿ‘จโ€๐Ÿ’ผManage Expenses as an Admin/Financial Controller
        • ๐Ÿ‘Pemo's Receipt Verification
      • โž•Adding a receipt and note to a card expense
      • โœ…Setting up Approval Policies
        • ๐Ÿ’ณCard Expenses Approval Policy: Step By Step Guide
        • ๐Ÿ†•New Cards & Spending Limits Approval Policy: Step By Step Guide
        • ๐Ÿ“คOut-of-pocket Expenses Approval Policy: Step By Step Guide
        • ๐Ÿ“„Invoices Approval Policy: Step By Step Guide
        • ๐Ÿ’กEditing the Default Policy
    • โš™๏ธCard Expenses vs. Out-of-Pocket Expenses: Whatโ€™s the Difference?
    • ๐Ÿ‘ฉโ€๐Ÿ’ปExpenses Tab: Statuses & Tracking
  • โš–๏ธCash balance
    • ๐Ÿ“‘Cash balance as an admin or accountants
      • ๐Ÿ”„Exporting Withdrawals & Pocket Expenses
      • ๐Ÿ–‡๏ธLinking Users to Accounting Accounts
    • ๐Ÿ’ตCash balance as spender (team member)
  • Invoices
    • ๐Ÿ“ Invoice Management
    • ๐Ÿง Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • ๐ŸŽ‡Submission Polices
      • ๐ŸšฉWhat are Submission Policies?
      • ๐ŸŽ™๏ธDefault Submission Policies
      • ๐Ÿ’ณCreating Custom Submission Policies for Card Expenses
      • ๐ŸงพCustomizing Default Submission Policy for Pocket Expenses
      • ๐Ÿ“ฌReminders and Notification
    • ๐Ÿ“ Accounting Setup
      • ๐Ÿช›Setting up Accounting with Pemo
        • ๐Ÿ“•ZohoBooks Integration
          • ๐Ÿ”—How to Link Zoho Books to Pemo - Step-by-Step Guide
            • ๐Ÿ”Pemo Integration Permissions with Zoho Books Overview
            • ๐Ÿ”งTroubleshooting Zoho Books Connection issues
          • โœ๏ธHow to use our offline integration with ZohoBooks
        • ๐Ÿ’ปXero Integration
          • ๐Ÿ”—How to link Pemo to Xero - Step by Step Guide
            • โ“Xero Online Integration FAQ
          • โœ๏ธHow to use our offline integration with Xero
        • ๐Ÿ–‡๏ธWafeq Online Integration
          • ๐ŸฆพHow to link Pemo to Wafeq - Guide
          • โ“Wafeq Online Integration FAQ
        • ๐Ÿ”—Quickbooks Integration
          • ๐Ÿ“คHow to link Quickbooks to Pemo - Step by Step Guide
          • โœ๏ธHow to use our offline integration with Quickbooks
        • ๐Ÿง™Tally Integration
          • โ†”๏ธExporting & Import Expenses to Tally
        • ๐Ÿ“ŠPemo Universal CSV
          • ๐Ÿ”ŽUsing the Pemo Universal Template
      • ๐Ÿ’ AI Powered Accounting
        • ๐Ÿ”ทPemo Copilot
          • ๐Ÿ”นActivating Pemo Copilot
        • ๐Ÿ”ถSmart Vendor Creation
          • ๐Ÿ”ธHow to activate Smart Vendor Creation
    • โ“Accounting FAQs
  • Managing your account as Admin
    • ๐Ÿ‘ฉโ€๐ŸญUser and Team Management
      • โœ‰๏ธInviting and deactivating users
      • ๐Ÿ‘จโ€๐ŸซManage User Roles
      • ๐Ÿ“ฉInviting an external accountant
      • ๐Ÿ‘ฏOrganize Pemo Users by Teams
    • ๐Ÿ‘ฉโ€๐Ÿ’ปAdmining your Account
      • ๐Ÿ”Subscription plans and pricing
      • ๐Ÿ–‡๏ธChanging your company name or address
      • ๐ŸšงCompany account restriction reasons, timelines, and explanations
      • ๐ŸคPemo referral program
        • ๐Ÿ›ค๏ธHow to track your referrals
        • ๐ŸŽ‡How to redeem your reward
      • ๐Ÿ“งHow to manage your email notifications in Pemo
  • ๐Ÿ”Privacy & Security
    • ๐Ÿ‘ฉโ€๐ŸญHow to protect your account from fraudsters
    • ๐Ÿ›‘How to Handle a Fraudulent Transaction on Your Pemo Card
  • ๐ŸฅธHow to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • ๐Ÿ“ฝ Order your Pemo cards
    • ๐Ÿ“ฝ Add funds to your Pemo account
    • ๐Ÿ“ฝ Edit, terminate and freeze cards
    • ๐Ÿ“ฝ Set up your Approval Policies
    • ๐Ÿ“ฝ Manage card limits
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