With Perk, you can upload a file that can be used to generate an expense. Perk AI extracts data from the file and automatically fills out key fields such as amount, currency, description, etc.
Upload picture or PDF
In the Perk mobile app and the Perk web app, you can create expense reports by simply uploading a file. Only files in the following formats are supported:
- JPEG
- PNG
- HEIC (for iOS only)
Upload a file via the mobile app
To add an expense as a file via the mobile app:
- Go to the Spend tab.
- Tap Create expense at the bottom of the screen.
- Tap the camera icon to capture the receipt with your device camera.
- Choose a photo from your photo gallery
- Tap Upload a file to select a file from your documents.
- Make sure that the file is properly uploaded and processed before opening it. This may take a couple of seconds depending on the network connection. After processing, the expense report is saved in Expenses as a draft.
Upload a file via the web app
Go to Spend > My tasks menu and click Create expense > Receipt. Please make sure that the file is properly uploaded and processed. This might take a couple of seconds depending on the network connection.
After the file has been processed, Perk automatically creates a draft expense with the extracted information. You can find it in My tasks or Expenses > Single expenses.
Validate and edit the expense information
The next step is to validate all the expense information, editing any information that isn’t correct. To do this, open the draft expense and check the following fields:
| 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. To learn more about the different payment methods, see Different payment methods in Perk. |
| Company card | Required | If you paid for an expense with a Company card, you must specify which card the transaction occurred on. |
| 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. |
Note: If you leave the required fields empty, you cannot submit the expense.
Delete, save or submit the expense
After filling out all required information, you can:
- Delete: If you would like to delete the entire expense.
- Save: If you want to save the expense and come back at a later time to finalize it.
- Submit: If you want to submit the expense.
You can find your submitted expenses in Spend > Expenses > Single expenses. Until exported and paid out, you may be able to recall the expense report, change it, and resubmit it if your company allows it.
For more information about expense warnings and statuses, see Notifications in expenses and Different statuses in Perk.