As an employee, three of your most important dashboards for managing expenses in Perk are:
- Expenses > Single expenses: Complete overview of all single expenses you’ve uploaded into Perk.
- Expenses > Trip expenses: Overview of your trip expenses.
- Corporate cards: Information about your company card transactions.
You can filter single expenses, trip expenses and transactions to get the insights you need from your data. You can choose the columns to display in all tables by clicking the three dots in the top right corner of the table.
Filter single expenses
In the Spend > Expense > Single expenses menu, you can view all single expenses uploaded to your account. You can filter the expenses along their status, or along a time period.
To filter by status, select one of these statuses:
| Status | Description |
|---|---|
| Draft | You have created an expense report, but have either not yet submitted it or recalled it after submission. |
| Needs revision | The expense report has been sent back for revision during the approval or review process. |
| In approval | The expense report has been submitted and has been forwarded to the head of your cost object or your line manager. |
| In review | The expense report has been approved by the head of your cost object or your line manager and has been forwarded to your finance team for review. |
| Rejected | The expense report has been rejected. Rejected expenses cannot be submitted again. |
| Exported (expenses) | The expense report has been exported by your finance team and is ready for payout or has already been paid out. |
| Exported (card expenses) | The company card expense report has been exported along with the matching transaction by your finance team and is ready for payout or has already been paid out. |
You can only filter for one status at a time, and not multiple. To filter by time period, enter the start date you want to sort by in the From field, and the end date in the Until field.
Filter trips
In the Trip expenses page, you can view all trip expenses you’ve created. You can filter the trip expenses by their status in the approval process.
To filter by status, select the Status dropdown menu and select one or multiple of the following statuses:
| Status | Description |
|---|---|
| Draft | You have created a trip expense report, but have either not yet submitted it or recalled it after submission. |
| Ready for submission | You have checked each single expense in the expense report and marked it as Ready. If there is no further single expense you want to add to your travel expense, the expense report is now ready to be submitted. |
| Needs revision | The trip expense report has been sent back for revision during the approval or review process. |
| In approval | The trip expense report has been submitted and has been forwarded to the head of your cost object or your line manager. |
| In review | The trip expense report has been approved by the head of your cost object or your line manager and has been forwarded to your finance team for review. |
| Rejected | The trip expense report has been rejected. Rejected trip expenses cannot be submitted again. |
| Ready for export | The trip expense report has been fully approved and reviewed, and is ready to be exported by your finance team. |
| Exported | The trip expense report has been exported by your finance team and is ready for payout or has already been paid out. |
Filter card transactions
In the Corporate cards page, you can to view all your company card transactions that have been imported into Perk. You can filter the transactions by their originating card, or along a time period.
To filter by card, select the company card you want see the transactions of in the Company card dropdown menu. If you want see all card transactions, select (Clear selection) in the Company card dropdown menu.
To filter by time period, enter the start date you want to sort by in the Starting date field, and the end in the End date field.
You also see two sets of statuses next to each transaction, which gives you more information about where your transaction is in the approval process. The Status of a transaction is one of the following:
| Status | Description |
|---|---|
| Matched | This transaction has been matched with the corresponding expense report. |
| Not matched | A corresponding expense report is still missing for this card transaction. |
If a transaction shows the status Matched, meaning it has already been matched with an expense report, then the status of the corresponding card expense is also visible. The corresponding Expense status may be:
| Status | Description |
|---|---|
| Reviewed | The corresponding expense report has been approved by the Manager and reviewed by the Finance user. |
| Not reviewed | The corresponding expense report has yet to be reviewed (either both the Manager approval and the Finance review are outstanding or only the Finance review). |
| No status/blank | The transaction has not yet been matched with the corresponding expense report. |