With Pemo's Invoice Management feature, tracking and processing your vendor invoices becomes seamless. This guide walks you through setting up and managing invoices with ease, ensuring you’re always on top of approvals, payments, and record-keeping.
Step 1: Uploading Invoices
Direct Upload: Upload invoices directly to the Pemo platform.
Email Upload: Simplify your process by using your personalized Pemo upload email. Forward any invoice as an attachment, and it will automatically process and populate key information.
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Step 2: Automatic Invoice Capture
Pemo’s AI scans and extracts essential details, including:
Due date
Invoice number
Invoice Date
Currency
Vendor name
Amount
You can find all the information we've extracted from the invoice highlighted in blue for easy reference. Additionally, a blue line marks the specific sections of the invoice where we’ve sourced this information.
Pemo Power Tip: Review extracted data and manually adjust details if needed to ensure accuracy.
Step 3: Reviewing and Approving Invoices
Once uploaded, you can:
Review details: Check all key information and update as necessary
Add Comments: Easily leave notes if you've a query or need more info by selecting an invoice and heading to the Comments tab.
Audit Trail: Access an audit history of any edits, approvals, or changes made to invoices.
Dashboard Overview: View each invoice’s creation date, due date, vendor, amount, and status (Pending, Approved, Unpaid, Paid, or Rejected).
Step 4: Marking and Exporting
After payment, mark invoices as “Paid” within Pemo for instant records. For accounting purposes:
Exporting: Once exported manually, invoices are securely locked to maintain compliance and record integrity.
Pemo Power Tip: You can upload and mark invoices as paid on the go using our mobile app.