There are several ways you can add an expense to a trip expense depending on whether you are using the web app or the mobile app. When a single expense is added to a trip, it inherits the main cost object and tags of the trip itself. However, you can change any cost objects and tags before submitting the trip. When added, the expense status is updated as Draft so you can check and finalize any details.

Adding expenses in the web app

You can add expenses to trip expenses in three ways:

• When creating or viewing a trip
• When creating an expense
• From My tasks

Adding an expense during trip creation

When creating a new trip expense, you can add previously created expenses for the same country that fall within the trip dates. By default, Perk proposes those previously created expenses that fall within the same dates as the trip. However, you can also explore other expenses by clicking the Other expenses list.

You select the expenses you want to include and click Add to trip. If you click Cancel, you exit the window and no expenses are added to a trip.

You can also add expenses after you have created the trip by clicking Add expense in the trip overview.

Adding to a trip when creating an expense

When you upload a new receipt to Perk, you can select the trip associated with the expense in the Trip section. In the Add to trip dropdown list, Perk displays all trips in Draft, Ready, and Needs revision status.

Adding from My tasks

When viewing expenses in My tasks, if you select an expense or multiple expenses, you can add the expense to an existing trip by clicking Add to trip. A window appears in which Perk shows all trips in Draft, Ready, and Needs revision status. If there are no corresponding trips, you can choose to create a new trip by clicking Create a trip.

Adding expenses in the mobile

You can add expenses to trips in two ways:

• When creating or viewing a trip
• From My tasks tab

Adding an expense when creating a trip expense When you first create a new trip expense, Perk suggests expenses for the same country with the same dates as your trip that you can add.  You can choose which expenses to add or tap Cancel to skip the process. If you want to add expenses to an existing trip, tap Add expense and tap + Add existing expenses to select the corresponding expense or expenses, and tap Add to trip.  Alternatively, you can upload a new expense from this panel by selecting Photo, File, Mileage, Per diems, or No receipt.

Adding expenses to a trip from the My tasks tab You can add expenses directly from the My tasks tab (Spend > Expenses). To do this: Tap one of the expenses. Swipe up to the bottom of the form and tap More options In the Trip field, tap and select the corresponding trip. Perk suggests all trips in Draft, Ready, and Needs revision status. If none are found, you can create a new trip via the usual way.