Request a Perk Card

This article applies to Perk Cards only.

This article explains how to request your own Perk Card — physical, virtual, or single-use — for your card admin to approve. Use it to submit a request from either the web app or the mobile app.

Caution: Your account admin must have enabled the feature for your company.

When you request a Perk Card, you can choose the type of card you need, the spend limit and other security features such as restrict the card to specific businesses (merchant categories).

For physical cards, you choose whether to ship the card to your home address or to the company address. For virtual or single-use cards, Perk automatically uses the company address. The address must be in a country where Perk Cards are available (EU and UK, and Switzerland) to complete your order.

Perk automatically sends your request to your card admin, who can check the details and edit the setup if needed before approving or rejecting it. When your request is approved or rejected, you'll get an email confirmation (or a push notification if you use the mobile app and have notifications turned on).

You can only have up to 5 open card requests at a time. If you try to request more cards, a warning message tells you that you've reached the limit. You can cancel a card request as long as your card admin hasn't approved it yet.

Once your request is approved, you can activate your card. Virtual cards are available instantly once activated. For physical cards, we'll ship it to the address you selected within 10 business days.

Requesting a card in the web app

To start a card request:

  1. Go to Cards.
  2. 2. Click Request new card in the top right corner.
  3. Select the card type — physical, virtual, or single-use.

Note: Card type options can vary by organization — some companies may only allow you to request physical cards.
In Card detail:
  1. Under Name on card, your name in Perk that's printed on the card — this can't be changed later. It's taken from your profile in Perk. Add a card name, if you want, to help you identify the card in the app.
  2. Under What spending limit do you need?, choose the spending period (how often the limit resets) and enter the limit amount. The currency shown matches your company's currency and can't be changed.
  3. Add any additional comments for your card admin, if you want.
  4. If you're requesting a physical card, choose where to send it under Where should we send your card? — an office address (select your company's office from the dropdown) or a home address.
  5. Click Submit request to send it to your card admin.

You can change the type of card at any point by clicking Back at the bottom — any changes you made are lost.
 

Tip: Having problems entering a home address. See Why can't I ship the card to my country?

Request a card on the mobile app

To request a new card:

  1. Go to Spend and tap the card icon in the top right corner to open your cards.
  2. If you already have a card, tap the menu (⋮) at the top of the carousel and select Request card. If you don't have any cards yet, tap Request new card.

 

To complete your request:

  1. Select the card type — physical, virtual, or single-use.
  2. Choose the card purpose. Select at least one option to continue.
  3. Select the spend limits. Choose a daily, weekly, or monthly frequency and enter the limit amount. The currency is set by your legal entity and can't be changed. If you've chosen a single-use card, you can also set the date the card expires.
  4. If you're requesting a physical card, confirm the delivery address and enter the recipient's name. Mobile requests ship to your company address only — you can't select a home address from the mobile app.
  5. Review the summary of your request. To change an answer, tap that field.
  6. Tap Submit request to send it to your card admin.

You can leave the request or go back at any point by tapping the > icon in the top left corner — any changes you made are lost.

Once you submit your request, you'll see a summary of the requested card, including the request date and status. We'll send you a push notification (if turned on) or an email when your request is approved or rejected.

Canceling a card request

Once you've submitted a request, you can see it — with the status Requested and a clock icon — on the Cards page in the web app, or in your cards carousel in the mobile app.

You can cancel a request as long as your card admin hasn't approved it yet.

To cancel, select Cancel request. Confirm by selecting Cancel request again, or select Keep card request if you still want the card. A confirmation message appears once you cancel the request.

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