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Adding a New Expense

Record a business expense by entering the details and attaching receipts.

How to Add an Expense
1
Go to ExpensesFrom the sidebar, click Expenses.
2
Click Add ExpenseClick the Add Expense button in the top right.
3
Fill DetailsComplete the form with expense details and attach receipts.

Expenses add

Form Sections
Section A: Basic Information

Expenses basicinfo

  • Expense Title: Short name for the expense (e.g., "Client Lunch")
  • Description / Purpose: Why this expense was incurred
  • Expense Type / Category: Select category (Travel, Food, Office Supplies, etc.)
  • Date & Amount: When it occurred and the total amount
  • Priority: How urgent is this reimbursement?

Priority Levels:

  • 🔴 Urgent: Need reimbursement ASAP
  • 🟠 High: Important, please review soon
  • 🟡 Medium: Normal processing time is fine
  • 🟢 Low: No rush
Section B: Vendor Information

Expenses basicinfo

  • Vendor Name: Name of the business/store
  • Vendor Details: Additional vendor info (address, contact)
  • Receipt Number: Invoice or receipt number
  • Tax Amount: Tax portion of the expense
Section C: Location
  • Location: Where the expense occurred
  • Coordinates: GPS coordinates
Mobile App Advantage

When submitting an expense from the PerksPe mobile app, the app automatically captures the expense location and GPS coordinates after you grant location permission.

Section D: Custom Fields

If your organization has defined custom fields in settings, they appear here.

📝

Text & Number

Capture textual details or quantities (e.g. Project Code).

📅

Date & Boolean

Select dates or toggle yes/no switches (e.g. Billable?).

Section F: Attachments (Receipts)

Upload receipts and supporting documents to speed up approval.

  1. Click Add Files.
  2. Select your receipt image or document.
  3. Click Open.
note

Supported formats: JPG, PNG, PDF. Take clear photos of receipts before they fade!

What's Next?

After filling in all details, you must choose how to save:

💾

Save as Draft

Use this if you need to gather more info or attach receipts later. The approver will not see it yet.

📤

Save and Submit

Use this when the expense is complete and ready for your manager's approval.