If you use your company card to pay for an expense, you need to create the corresponding expense to match to the card transaction.
Create an expense
In the Perk mobile app and the Perk web app, you can create expense reports for expenses paid with a company card.
Add an expense in the mobile app
Open the Perk mobile app and tap the Spend tab. Choose how you want to create the expense report. This can either be done by taking a picture by tapping Take a photo, by uploading a photo from the gallery or a document by tapping Upload, or as an expense report without receipt by tapping No receipt.
Add an expense in the web app
Sign into Perk and determine how you want to create the expense report. To do this, go to Spend > My tasks and click Create expense and choose the type of expense you want to create.
Validate the expense information
The next step is to validate all the expense information. To do this, open the draft expense and check the following fields.
Note: Some fields are required, meaning you won’t be able to submit the expense if they are left empty.
| Field | Required? | Description |
|---|---|---|
| Description | Required | Description of the expense. Usually, Perk AI pre-fills this field with the merchant’s name or another text that is extracted. |
| Category | Required | The category this expense falls in to. On mobile, you’ll find this field below the Participants field. |
| Expense country | Required | The country where the expense was incurred. |
| Receipt currency | Required | The local currency in which the expense was paid. |
| Total amount | Required | The full amount as shown on the receipt. |
| Additional charges | Optional | If you need to add an additional charge (e.g., a tip), see Reflect a tip or gratuity on my expense report |
| Expense payment date | Required | The date on which the expense was incurred. |
| Payment method | Required |
The payment method shows how you paid for an expense. In this case, you select Company card. To learn more about the different payment methods, see Different payment methods in Perk |
| Company card | Required | Here you must specify which card you use to pay for the expense. |
| Participants | Required | By default, you are added as a participant. However if the receipt covers the expenses of multiple people, such as for a business lunch, you can add participants accordingly. |
| Cost objects | Required | The cost object this expense belongs to. Depending on your company setup, you may or may not see this field. |
| Additional categories | Optional | If your company has configured additional categories for you to classify your expense in, you can select them here. |
| Trip | Optional | If the expense is part of a business trip, you can add it to an existing trip report with the Add to trip field. |
| Add supporting documents | Optional | Add additional documents if necessary. |
| Comment | Optional | Include a comment if necessary. |
Delete, save or submit the expense report
After filling out all required information, there are three options how to proceed:
- Click Delete if you want to delete the entire expense report.
- Click Save if you want to save the expense report and come back at a later time to finalize it.
- Click Submit if you want to submit the expense report.
You can find your submitted expenses in Submitter > Single expenses menu in the web app or in Expenses > Submitted in the mobile app. Until exported and paid out, you may be able recall the expense, change it and resubmit it.
Tip: For more information on expense notifications or statuses, see Notifications in expenses and Different statuses in Perk.