Perk automatically creates trip expenses directly from your travel booking, so you can process all your trip-related expenses together.

You can choose to submit travel expenses (in other words, flight and pre-paid hotel bookings) in advance or wait until you have completed your trip to submit all trip expenses together.

Depending on your company’s setup, travel expenses are approved in the same way as other expenses. If you choose to submit a travel expense in advance of your trip, managers and approvers see these expenses as single expenses and are notified that they belong to a trip expense.

Submit travel expenses only

If a trip expense contains travel expenses, you can choose to submit those travel expenses in advance of the trip for accounting purposes. In other words, if the trip end date is in the future, only the selected travel expenses are sent for approval, review, and export. However, these travel expenses are still displayed and tracked as part of the trip expense, rather than processing them as separate expenses.

While the travel expense that has been submitted may have a status such as In approval/In review/Ready to export or Exported, the other trip expenses have a Draft (or Ready) status until the trip expense is submitted.

For example, Alex Smith books a flight to Barcelona in June 2025, traveling on 22 to 24 July. Finance & Accounting requests that the flight booking be processed in the month of June rather than waiting until July. Alex submits the flight expense only, leaving the trip expense open, so he can add other expenses such as transport costs and per diems. Finance & Accounting can see that the travel expense belongs to the Zurich trip to be made in July, but can process the flight expense accordingly. After Alex’s trip in July, they can see all expenses related to that trip, including the flight, calculating the total cost of the trip.

Only travel expenses can be submitted in advance. Other expenses such as per diems should be submitted after the trip takes place.

Submit the entire trip

You can choose to submit the trip expense and all expenses that are contained in the trip, whether they are travel expenses or other expenses such as per diems, receipt-based, etc. This means that the travel expense as well as any other expenses that may be included in the trip are sent for approval, review, and export. The trip’s overall status takes lowest status, i.e. if one of the expenses is In review, but all the rest are Ready for export, then the trip is considered to be In review.