Custom fields on Perk

Custom fields on Perk are used to store additional information that isn’t available by default. For example:
  • Employee reference numbers.
  • Dietary information.
  • Payment information.
Custom fields are exported along with all other information for trips, expenses, or invoices.
 
There are two types of custom fields:
User profile fields can’t be used in travel, expenses, and invoices, and vice versa. However, you can create custom fields with the same name in both places, but this counts as two fields. The number of custom fields allowed per account depends on your plan.

User profile

User profile fields are free-text fields you can add to a person’s profile to collect additional information or categorize people. For example, you add a custom field to collect dietary requirements for events.

User profile fields can't be modified when booking a trip, but they appear on your reports.

When you have created the field, you can bulk assign values to multiple people using a CSV file.

For more information, see Set up user profile custom fields.

Travel, expense, and invoice

Travel, expense, and invoice custom fields allow you to add extra form fields to specific parts of Perk to collect information for cost allocation—for example, asking for a travel reason—or to facilitate custom workflow approvals—for example, routing approvals based on the information the person provides.

These custom fields can have an approver assigned for expense and invoice approvals, as well as an ERP code.

For more information, see Set up travel, expense, and invoice custom fields.

Was this article helpful?