Keep the receipt with the transaction
Attach invoices, receipts and evidence to the same record. Reviewers no longer search another channel to validate the expense.
What you'll learn
How keep the receipt with the transaction 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 receipts and evidence
- 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 keep the receipt with the transaction.
- 02
Prepare receipts and evidence
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. Evidence stays with the transaction it supports.
- 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 receipts and evidence 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 keep the receipt with the transaction?+
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. Evidence stays with the transaction it supports.
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.