Introduction
With Expenses Accounting, finance teams are able to prepare, document and process expense reports for all purchases made using a business’ Mamo Cards.
User permissions for expenses
There are two main types of user permissions available in Mamo Expenses:
Permission to view, freeze, cancel cards assigned to them and manage their expenses | This includes any user who owns a Mamo Card. Expense employees will have limited access to the Expenses feature. They are able to upload receipts and supporting documents only for transactions made using their own cards. |
Permission to manage (review, approve, deny) all company expenses | This includes any user who has the authority to manage expenses. This typically includes finance teams and/or management teams. Think of this as a role with no restrictions on what can and can’t be done across Mamo Expenses. |
Note: Only users with the permission to manage all business settings (pricing plan, bank account, business details and documents) have the authority to adjust user roles and permissions across the Mamo dashboard.
Expense accounting features
On the Expense Accounting page users can manage accounting integrations, review expenses and sync them with a connected accounting platform. Users can:
View expenses for all Mamo Card transactions across all users
Update the category, description, invoice number and attached receipts for any expense
Change the status of any expense
Make bulk changes to the status or category of any expense
Export an expense CSV and/or receipts as a .zip folder
Expense statuses
An expense can have one of the following statuses:
Incomplete | When expenses are first created, they are created with the status “Incomplete”. Expenses can change from “Incomplete” to “Pending review” in one of two cases:
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Pending review | When all supporting information and receipts have been added to an expense, but the expense has not yet been reviewed by the responsible person.
Once reviewed, the status can be changed to “Ready”. |
Ready | Expenses that have been fully reviewed and approved are moved to “Ready” state, which means that the expense is ready to be added to your accounting platform for bookkeeping purposes. |
Synced | When expenses are successfully submitted to the connected accounting platform, their status will be updated to ‘Synced’.
An expense marked as “Synced” should be considered final and does not require further action on. |
Bulk edit
With Mamo, you're able to edit expenses in bulk. Do this by selecting as many expenses as you need to and perform any of the bulk actions that become available to you.
Download receipts
There are three ways to download receipts:
Download receipts for an individual expense
Select a group of expenses from the table, and download receipts
Click the download icon at the top of the Expenses table then select receipts ZIP folder to download receipts for all expenses
Expense configurations
The information a cardholder is required to submit with their expense is defined in the Expense configurations page. To do this, you’ll need permission to configure expense accounting rules and integrations. You can decide whether:
A category needs to be selected
A description of the expense needs to be provided
A receipt needs to be uploaded
You can also manage the list of categories your users can choose from
Integration to your accounting software
We currently support integrations with all popular accounting software. To access our integrations page and connect your accounting software to Mamo, navigate to the Accounting section from the main menu on the left.
Read more about the accounting integrations in our article Integrating your accounting software.