Capture cost when and where it happens
Enter an expense from field or office with date, amount, supplier and owner. Information reaches the system before it gets lost in messages or paper.
What you'll learn
How capture cost when and where it happens works inside Perfour.
What information you need and how it stays connected to Expenses.
How to preserve traceability and find the record later.
How to complete expense entry
- 01
Understand the objective
An expense records an actual project cost and its supporting evidence. In Perfour it can be allocated to the budget and linked to a purchase order before payment. This guide focuses on capture cost when and where it happens.
- 02
Prepare expense entry
Enter date, supplier or counterparty, concept, type, amount and taxes; select the related budget line or order and attach the invoice, receipt or other evidence.
- 03
Complete the workflow in Perfour
Create the expense, review its allocation, submit it for approval, and then record payment or cancellation as appropriate. Statuses distinguish reported, approved and effectively paid cost. Early capture prevents cost from remaining hidden in chats or paper.
- 04
Review relationships and traceability
The expense feeds the budget and overview, can be reconciled with an order, and retains linked receipts and payments. This prevents double-counting the same cost. Validate that evidence matches amount, date, supplier, taxes and allocation. Do not mark an expense paid until disbursement evidence exists.
Frequently asked questions
What is expense entry and what is it for?+
An expense records an actual project cost and its supporting evidence. In Perfour it can be allocated to the budget and linked to a purchase order before payment.
What information do I need to capture cost when and where it happens?+
Enter date, supplier or counterparty, concept, type, amount and taxes; select the related budget line or order and attach the invoice, receipt or other evidence.
How is this process completed in Perfour?+
Create the expense, review its allocation, submit it for approval, and then record payment or cancellation as appropriate. Statuses distinguish reported, approved and effectively paid cost. Early capture prevents cost from remaining hidden in chats or paper.
Which other modules does it connect with?+
The expense feeds the budget and overview, can be reconciled with an order, and retains linked receipts and payments. This prevents double-counting the same cost.
What should I check before considering it complete?+
Validate that evidence matches amount, date, supplier, taxes and allocation. Do not mark an expense paid until disbursement evidence exists.