Everyone (except guests) in Perk can create new expenses and view archived expenses. You can create expense reports, submit them for approval, and recall them in case you want to revise anything. Additionally, if you have a company card, you’re in charge of matching the card transactions to the corresponding expenses.

The approval flow of your expenses following submission depends on the approval process configured for your company in Perk.

You submit expenses to be approved by either team managers, if your company uses the line manager approval flow, or cost objects, in the case of a cost object approval flow. Regardless of approval flow, you can check the status of your expense reports in the approval flow at any point.

You manage your expenses via the Spend menu in both the mobile app and in the web app. Any actions performed in either app are synced. However, the functionalities can vary slightly between the apps, as certain features are only available in the web app.

Web app

There are four key areas for you to manage your expenses and cards:

• My tasks
• Expenses
• Corporate cards
• Approvals

My tasks

All expenses, invoices, card transactions and approvals requiring action on your part are found in the My tasks section.

You can add new expenses by clicking on the corresponding icon at the top of the screen. In addition, you may see up to five tabs:

• Single expenses: Manage individual expense reports.
• Trip expenses: Manage expenses assigned to trips.
• Card transactions:
• Invoices: Upload invoices if your company uses Perk to process invoices.
• Approvals: Manage approvals of other employees’ expenses and invoices.

Note: You may or may not see all the expense type icons and the Invoices and Approvals tabs depending on your company’s settings.

Expenses

The Expenses section includes more comprehensive overview of your expenses and their statuses, as well as other features.

Single expenses

Here, you find all expenses you have created in Perk, regardless of their status. You can perform these actions:

• Edit expenses that are currently saved as draft or which require revision.
• Track already submitted expenses along their approval process.
• View expenses which have already been paid out.
• View archived expenses.

Trip expenses

Here, you find all the trips you have created in Perk, regardless of their status. You can perform these actions:

• Edit trip expenses that are currently saved as draft or which require revision.
• Track already submitted trip expenses along their approval process.
• View trip expenses which have already been paid out.
• View archived trip expenses.

Invoices

Here, you find any invoices that you may have uploaded to Perk. You can perform these actions:

• View, edit and submit invoices.
• Filter invoices by issue date, supplier, and notifications.

Delegated expenses

Here you can manage expenses on behalf of someone else.

Corporate cards

In this section, you can view, manage, and track your company card transactions. You can perform the following actions:

• Request a Perk Card, if allowed by your company.
• Check if your company card transactions have been successfully matched with an expense paid by card that you have submitted.
• Match your card transactions manually, in case the automatic matching fails.

Approvals

You see the approvals section if you have been assigned as the person responsible for approving your colleagues expenses, either as a line manager or a cost object owner.

Mobile app

The mobile app offers similar options within the Spend tab such as an overview of your expenses and transactions, as well as other features.

Depending on your company settings, in the main page you can see these sections: