Travel expenses created from Perk bookings may be visible to employees or only to you as a travel spend processor, depending on your company’s configuration. In any case, travel spend processors can view all travel expenses for the company.

Viewing Perk travel expenses

In Finance > Expense import, you can view all travel expenses. Travel expenses can be either travel draft or draft expenses:

• Draft: Travel expenses are assigned to the employee, either as part of a trip or as single expenses.
• Travel draft: Travel expenses are only visible to travel spend processors. Only travel spend processors can manage these expenses.

You can filter all travel expenses by the import job (In other words, a timestamp when the travel expense was recorded in Perk), the status, or the employee. 

If you are responsible for handling travel expenses as a travel spend processor, you display these expenses by selecting the travel draft status.

Where employees are responsible for submitting travel expenses, either as part of a trip or as a single expense, you can display all travel expenses by selecting the draft status:

Assigning travel expenses to employees

When importing travel expenses, Perk automatically assigns the travel expense to the corresponding employee (the person traveling or the person who booked).

However, there may be cases where Perk is unable find the corresponding employee. In these cases, you can manually assign the travel expense by clicking on the expense and then selecting the person in the Employee field.

If you have configured Perk to create travel expenses as drafts for submitters, once you assign travel expenses to a user, they are able to see the travel expense in Spend > Expenses > Single expenses or in Spend > Expenses > Trip expenses if your account admin has configured Perk to create trip expenses from travel expenses to make it easier to group all related expenses.

In these cases, the employee must submit the travel expense or trip for approval and review according to your company’s policy. 

Editing travel expenses

You can edit travel expenses in Perk as if they were other expenses. However, bear in mind that any changes you may make to travel expenses in Perk have no effect on the travel booking itself.

Payment methods

For travel expenses, the payment method can be:

• Paid by travel provider: if you have set up flexible billing in Perk.
• Paid by company card: if you have configured Perk to use the lodge card.