Company card transactions can be found in Finance > Review > Card transactions, in the Card transactions tab. If you use a third-party card integration for an automated transaction feed, this tab automatically includes any transactions made on a company card. If this is not the case, you can easily upload the card transactions manually.

Caution: This is only for accounts that don’t use Perk Cards. If you use Perk Cards, all transactions are automatically imported for you. You don’t need to perform any action.

To upload a card statement, go to Card transactions and click on Upload card statement in the top right corner of your screen. A popup window appear. Enter the following information in the fields:

• Company: Choose the entity for which you want to upload the transactions.
• Document format: Choose the required format of your upload file.
• Import statement name: By default, this is today’s date. Adjust if necessary.

After selecting your company and document format, you can download a template for how your data should be arranged by clicking Example. Once the data is ready, add the file by clicking on Choose file or dropping the file in this box.

Click Start import. Once the import has been completed, you receive a confirmation message.

Regardless of import method, it may take some time for transactions to be visible in Perk. However, submitters should still submit expense reports, as they are automatically matched as soon as the transactions are uploaded in Perk, no matter their place in the approval flow.