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How can employees add expenses in Peakflo?

In Peakflo, employees can add various types of expenses, including general expenses, per diem expenses, and mileage expenses.

Table of Content

  1. Add General Expense
  2. Add Per Diem Expense
  3. Add Mileage Expense
  4. Edit/Delect an Expense

Add General Expense

1. Log in as an employee/submitter and go to the Expenses tab under Travel and Expense in the navigation menu.

There are two tabs:

  • New: The expenses that are created by you.
  • All: The expenses that are created by any and all employees at your company.
    Screenshot 2024-04-16 at 3.09.44 PM

2. Click on the Add New button, and you will see three options. Click on the General Expense option.

3. Start by filling out the required fields, here is the breakdown:

  • Employee Name: Select your name
  • Merchant: Enter the name of the merchant from whom the expense was incurred.
  • Date: Enter the date on which the expense was incurred.
  • Attendees: Add the names of any individuals who were present or involved in the incurring of the expense.
  • Department: Your department name
  • Country: Enter the name of your country
  • Location: Enter your work location
  • Notes: In the notes section you can add information that you feel is crucial for the review process.

The Additional Info fields are custom fields that could be added as per your organization's requirement. To customize contact support@peakflo.co

Then add your receipt by clicking on the Add Receipt button.

4. As soon as you upload your receipt the OCR will start scanning and extracting the data.

If there are mismatches between the data you entered and the scanned data, you will see a dialogue box. You can either overwrite the existing input by clicking on the Overwrite button or re-submit a new attachment by clicking on the Remove Receipt button.

image (14)

5. Once the scan is complete you will be able to see the values automatically entered into the fields within the Money section. Double-check that all required information are added and accurate then hit the Save button. 

Group 370Your general expense is now added!

 


Add Per Diem Expense

1. Log in as an employee/submitter and go to the Expenses tab under Travel and Expense in the navigation menu.

2. Click on the Add New button, and you will see three options. Click on the Per Diem Expense option.

3. Start by filling out the required fields, here is the breakdown:

  • Employee Name: Select your name
  • Start Date: Select the start date of your travel
  • End Date: Select the end date of your travel
  • Start Time: Select the start time of your travel
  • End Time: Select the end time of your travel
  • Category: Select the appropriate category that best describes the type of expense based on the nature of the cost incurred. In this case, it will be per diem.
  • Travel Country: Enter the name of the country where your travel expense was incurred.
  • Department: Your department name
  • Country: Enter the name of your country
  • Location: Enter your work location
  • Notes: In the notes section you can add information that you feel is crucial for the review process.

The Additional Info are custom fields that could be added as per your organization's requirement. To customize contact support@peakflo.co


image (16)-1

For Per Diem expenses, you don't need to attach any receipts.


4. Once all the details are filled out, the total amount will auto-generate under the Money section as per the per diem travel and expense policy set by your admin. Hit the Save button on the top right to complete the process.

 


 

Add Mileage Expense

1. Log in as an employee/submitter and go to the Expenses tab under Travel and Expense in the navigation menu.

2. Click on the Add New button, and you will see three options. Click on the Mileage Expense option.

3. Start by filling out the required fields, here is the breakdown:

  • Employee Name: Select your name.
  • Distance: Enter the distance covered during your travel.
  • Date: Select the date on which you incurred the expense.
  • Category: Select the appropriate category that best describes the type of expense based on the nature of the cost incurred.
  • Department: Your department name
  • Country: Enter the name of your country
  • Location: Enter your work location
  • Notes: In the notes section you can add information that you feel is crucial for the review process.

The Additional Info are custom fields that could be added as per your organization's requirement. To customize contact support@peakflo.co


image (17)

For Mileage expenses, you don't need to attach any receipts.


4. Once all the details are filled out, the total amount will auto-generate under the Money section as per the mileage travel and expense policy set by your admin. Hit the Save button on the top right to complete the process. 

 


Edit or Delete an Expense

1. Go to Expenses under Travel and Expense in the navigation menu.

2. Click on the expense you want to edit or delete.

Screenshot 2024-04-16 at 3.32.04 PM

3. The expense window will open.

Screenshot 2024-04-16 at 3.44.05 PM

To Edit: Make the modifications and click on Save

To Delete: Click on the Delete button.

Once the expense is reported, you can not delete the expense but can still edit it.