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Mobile Expense Management

PerksPe simplifies the reimbursement process by enabling employees to submit expense / claims, upload receipts, and track their approval status directly from the mobile app. Once an expense is approved by the designated reviewer, the reimbursement is processed and credited to the employee. On iOS, AI-powered OCR automatically extracts receipt details and fills in the expense form, reducing manual entry.

1. Overview of Mobile Expenses

Expenses are business-related costs paid out-of-pocket that require reimbursement from your organization.

⚡

Rapid Reimbursement

Receive approved expense funds directly to your PerksPe card.

📁

Digital Library

No need to keep physical receipts; all records are stored securely.

Common Expense Categories
✈️

Travel

Airfare, train tickets, and local commute.

🍱

Meals

Business lunches and travel-related food.

🏠

Remote Work

Internet bills and office supplies for home setups.

📱

Communication

Monthly mobile plans and data packs.

3. How to Submit an Expense
Method A: Manual Receipt Scan (Standard)
1
StartTap the Expenses icon, click +, and select Add Manually.
2
Scan ReceiptUse the camera to snap a photo. AI OCR automatically fills details.
3
Review & SubmitConfirm details, select category, and tap Submit for Approval.
Method B: From Transactions (Quick Claim)

If you used your PerksPe card for an out-of-policy item that needs to be claimed:

  1. Go to your Transaction History.
  2. Select the specific DEBIT transaction.
  3. Tap Create Expense. The app will auto-fill all transaction details.
Tracking & Status

4. My Expenses Screen​

View all your submitted expenses with quick status indicators and filters.

P
PendingWaiting for manager or finance approval. Action: None.
A
ApprovedAccepted and queued for the next payment cycle. Action: None.
R
RejectedNeeds correction or clarification. Action: Check Comments and resubmit.