Create and submit a per diem expense

Per diems can be created as part of a trip or manually. Here you can learn how to create a per diem manually.

Create an individual per diem claim

In the Perk mobile app and the Perk web app, you can create per diem.

Note: This expense report option is only visible if it is included in your company policy. Perk can also generate per diem claims as part of a trip.

Add a per diem in the mobile app

To create a new per diem claim:

  1. Go to the Spend tab.
  2. Tap Per diem.

 

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Add a per diem in the web app

To create a new per diem claim:

  1. Go to Spend > My tasks.
  2. Click Create expense and select Per diem.

 
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Enter and validate the per diem information

The next step is to enter and validate all the per diem information. Pay attention to the following fields:

Field Required? Description
Expense country Required The country where the per diem applies.
Per diem Required The applicable per diem rate.
Per diem reduction/addition Optional If any deductions or supplements apply to the specified per diem, add them in in this field
Start date Required The start date of the applicable time period for the per diem
End date Required The end date of the applicable time period for the per diem
Cost objects Required The cost object this expense belongs in
Additional categories Optional If your company has configured additional categories for you to classify expenses in, they will be listed here
Add supporting documents Optional Add additional documents if necessary
Comment Optional Include a comment if necessary

Note: If you leave required fields empty, you cannot submit the expense report.

Delete, save or submit the expense report

After filling out all required information, you can:

  • Delete: If you want to delete the entire expense.
  • Save: If you want to save the expense and come back at a later time to finalize it.
  • Submit: If you want to submit the expense.
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You can find your submitted expenses in Spend > Expenses > Single expenses in the web app and Spend > Expenses, Submitted tab in the mobile app. Until exported and paid out, you may be able to recall the expense report, change it and resubmit it, if your company allows it.

Tip: For more information on expense warnings and statuses, see Notifications in expenses and Different statuses in Perk.

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