Create and submit an expense without a receipt

At times, you may need to create an expense without a physical receipt. Perk handles these expenses separately, so your Finance team can review them separately. You can create expense reports without a receipt in both the Perk mobile app and the web app.

Note: This expense report option is only visible if it is allowed by your company‘s policy.

Create an expense without receipt

Depending on your company‘s settings, you can see a note icon, which represents the no receipt expense type.

Create an expense in the mobile app

To create a new expense without a receipt:

  1. Go to the Spend tab.
  2. Tap No receipt icon.
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Create an expense in the web app

  1. Go to Spend > My tasks.
  2. Click Create expense and select No receipt.
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Check the expense information

The next step is to validate all the expense information. To do this, open the draft expense report and check the following fields.

Note: The fields marked with an asterisk indicate required information, and if left empty you will not be able to submit the expense report.

Field Description
Business purpose / description* By default, the vendor name.
Category* The category this expense falls in to. On mobile, you find this field below the Number of participants field.
Expense country* The country where the expense was incurred.
Receipt currency* The local currency in which the expense was paid.
Total amount* The full amount as shown on the receipt.
Additional charges If you need to add an additional charge (such as a tip), see Reflect a tip or gratuity on an expense report
Expense payment date* The date on which the expense was incurred.
Number of participants* By default it is 1 – However if the receipt covers the expenses of multiple people, such as for a business lunch, you can adjust the number of participants accordingly.
Payment method* The payment method shows how you paid for an expense. To learn more about the different payment methods, see Different expense payment methods in Perk
  • Paid privately: If you paid for the expense yourself.
  • Company card*: If you paid for an expense with a Company card, you must specify which card the transaction occurred on.
Cost objects* The cost object this expense belongs in.
Additional categories If your company has configured additional categories for you to classify your expense in, you can select them here.
Trip 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 Add additional documents if necessary.
Comment Include a comment if necessary.

Delete, save or submit the expense report

After filling out all required information, you have three options:

  • Delete: If you want to delete the entire expense report.
  • Save: If you want to save the expense report and come back at a later time to finalize it.
  • Submit: If you want to submit the expense report.
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You can find your submitted expenses in Spend > Expenses > Single expenses in the mobile 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.

Tip: For more information about expense warnings, see Notifications in expenses. For an overview of expense status, see Different statuses in Perk

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