Upgrading to Perk means more than just a new name—it’s about real work with zero wasted time. We’ve streamlined how you sign in, manage your team, and control spend to keep your business moving faster.

 From a more flexible mobile app to more powerful cost object allocation, here is everything you need to know to stay in control and skip the manual chasing.

Signing into Perk

No more chasing passwords. Experience a smoother, more secure entry into your workspace.

Depending on whether your company signed into Yokoy using SSO or a password, you may need to make some adjustments:

• Password authentication: If your users signed into Yokoy with a password, you don’t need to do anything. Your company will be automatically switched to one-time password (OTP) authentication, offering better security for your account.
• SSO authentication: If your company used single sign-on with Yokoy, you’ll need to adjust your identity provider settings to use the Perk integration. You can set up Perk to use OAuth or SAML with multiple identity providers. We’ll let you know when you need to make this adjustment.

If your company filters network traffic with corporate firewalls, you’ll need to adjust your allowlist to allow traffic to and from Perk.

Managing users & permissions

Adding and organizing your people is now intuitive—keeping your focus on the work, not the setup.

As account admin, you’ll have a 360° view of all employees who have access to Perk along with their settings in the People page. You can filter employees by different options, quickly update profiles and roles, and export data to Excel.

Your existing users will continue to have access to the tasks and actions they need to perform. Since roles in Perk are slightly different to those in Yokoy, we’ve mapped your users’ access in the following way:

Unlike the role setup in Yokoy, which meant that you may have needed to assign multiple roles to the same user, when you assign a specific role in Perk, that person gets a specific set of tasks. Some roles can be combined, while others can’t.

Like Yokoy, you can still restrict a person’s role to a specific company or allow them perform the action for all companies in the account. However, bear in mind they can’t perform one role in one company and another different role in another company. It needs to be the same role for all selected companies. For more information, see Assign roles and permissions.

With the account admin role, you’ll get access to all the configuration you need to successfully manage your Perk account: all expense and invoice settings, integrations, and developer access in a single action. Financial reviewer have more control over spend, now being able to edit trips, per diems, and mileage expenses, add expenses to trips, and revert or cancel export jobs, all out-of-the-box.

Admin roles

Previously in Yokoy, you could assign additional admin permissions to invoice processor, card admin, and finance users to allow them to perform admin tasks such as managing tax rates, setting up categories or adding cards manually. This is no longer the case in Perk; only account admins can perform these tasks.

To prevent any undesired access, any users with admin permissions combined with another key role such as finance user, invoice processor or HR user will only be assigned that main role.

For example, if the user had a finance user role and admin role to manage tax rates, cost objects, and mileage and per diem rates, they’ll only be assigned the financial reviewer role, which won't let them adjust any cost allocation or expense setup. As account admin, you’ll be able to adjust their role after the upgrade as needed.

Adding new people in Perk

Similar to Yokoy, there are multiple ways to add new people to your Perk account:

• Add people in the People page (either manually or via CSV)
• Provision via SCIM
• Provision from a third-party HR system
• Provision from a third-party finance & accounting system

To keep things simple for both travel and spend management, only first name, last name, and email address are required to create a new user in Perk.

Depending on your existing setup in Yokoy, you may need to change how you add new employees in Perk:

User provisioning via SCIM

If you provisioned users using Yokoy’s SCIM and you didn’t provision creditor accounts, employee policies, or approval thresholds, then we highly recommend you adjust your identity provider settings to use Perk’s SCIM provisioning now. You can still use Yokoy’s SCIM setup for now, but bear in mind in the future it will be deprecated. If you agree to make the change now, we’ll reach out to let you know when you need to make this adjustment to avoid any break in service.

User provisioning via HR system

If you used your HR system as the source of truth for creating users in Yokoy, you can still do that in Perk. If you used a workaround solution, in other words, didn’t connect Yokoy directly to your HR system but used an intermediary solution such as generating a CSV file with users that you uploaded via the app or via SFTP, note that Perk also offers direct integration with various HRIS systems, including HiBob, Personio, Workday, Lucca, and BambooHR. You may want to consider switching over to one of these integrations for ease of maintenance.

User provisioning via finance & accounting system

If you used your finance & accounting system (or ERP) as the source of truth for creating users in Yokoy so you could automatically populate key financial information such as creditor accounts, line manager reporting, and payroll information, then there’s no change with Perk. Your finance system integration will still be responsible for provisioning that information in Perk.

User provisioning via SFTP server

Previously, if you add users to Yokoy using a standard or custom-built CSV file that is uploaded onto Yokoy’s SFTP server, there’s no change to your setup. However, bear in mind that you won't be able to upload users ad hoc in the app, as the CSV file format for importing users in Perk is different to that for Yokoy. Similarly, you won’t be able to enhance your existing import file to include other user attributes. Therefore, we recommend you consider switching over to user provisioning via SCIM, HRIS integration, or ERP system integration to future-proof your setup and benefit from new developments.

Removing people in Perk

Offboarding employees in Perk is slightly different to how you did it in Yokoy. In Perk, users’ accounts can have one of four statuses:

• Invite: the person has been invited to sign into Perk but hasn’t done so yet, or their profile is missing required information.
• Active: the person can be added to a trip or manage expenses in Perk.
• Archive: the person’s account exists in Perk but they can no longer sign in. They can’t create new trips or upload any expenses.
• Delete: the person’s account no longer exists in Perk. In this case, we sanitize all their personal information (PII) for data protection, but keep a record of their actions (i.e. bookings, expenses, invoices, etc.) for traceability.

You can remove people in the same way as you did in Yokoy depending on how you added them initially. In other words, you can remove them by user provisioning via SCIM, HR system, or ERP system, or manually archive or delete them.

Custom fields in user profiles

We’ve changed the way we handle custom information in people’s profile. Custom fields in the user profile in Perk can only be edited by the account admin or people manager (i.e. HR role). If you had set up custom fields in which employees would add their own information such as IBAN numbers, we’ll reach out to offer you an alternative.

Managing cost allocation

Take full control of your budget with flexible cost objects and financial dimensions that map exactly to how your business spends.

In Perk, you determine how costs are accounted by selecting cost objects (and custom fields) during expense and invoice submission. Guests (i.e. contractors or external people) won’t see this information when adding expenses or invoices, but approvers must add the cost allocation before approving the expense or invoice.

During the upgrade process, we’ll make sure that all your existing cost objects and other financial dimensions are available for use in Perk.

Cost objects in Perk

As you may have already seen in Perk, we have introduced a combined cost allocation concept in preparation for the upgrade from Yokoy: Cost objects.

The setup and configuration is similar to Yokoy. You can determine whether the cost object is used by a specific company or all companies, whether you want to employees to select them when booking a trip, or whether you want to use them exclusively for expenses or invoices. You can set the cost object as an employee’s default cost object and choose an approver where you want to perform cost object-based approval. If you use hierarchical cost objects to determine approval escalation, you can configure up to 5 levels. See Cost objects in Perk.

Cost objects visible to specific people

If you previously restricted specific cost objects to finance users only, you now can restrict access by specifying specific people or using user groups. So if you want to continue to display certain cost objects only to your Finance team, you’ll need to set up a user group ”Finance” with your Finance team and grant access to that ”Finance” user group.

Provisioning cost objects

You can automatically provision cost objects via HRIS or ERP integration, or bulk add multiple cost objects in the app using a CSV file.

Perk’s HRIS integrations may not include all information needed for correctly managing expenses and invoices in your accounting system (i.e. unique IDs for identifying them in your accounting system, approvers), so check that all required information is imported. If not, you’ll need to update this information manually.

If your ERP integration is responsible for creating cost objects in Yokoy, then there’s no change. It will continue to add any new cost objects with all the information needed for correctly posting processed expenses and invoices. But it’s important to make sure that if you decide to use a HRIS integration to provision users, it doesn’t provision any cost object information.

Including other financial dimensions

Depending your company requirements, you may have used tags in Yokoy to track additional financial dimensions at cost level. These tags are now custom fields in Perk, but they perform the same function. You can still set up new custom fields to track dimensions such as projects, departments, or events. However, now you have the flexibility to decide whether you want to use them for cost allocation or simply to collect information for use in Perk. These cost allocation custom fields can still be used to determine your company’s approval flow like before.

Any tags and tag-based workflows you have set up in Yokoy will have been maintained after the upgrade, but you’ll manage them as custom fields. Simply go to Settings > Cost management > Custom fields if you need to adjust approvers or add additional values.

Managing your spend settings

Adjust your limits and logic in real-time. Your spend stays controlled, while your team stays flexible. With Perk, we’ve streamlined how you set up and manage your companies for expense and invoice processing.

While you accessed these settings under the Admin menu in Yokoy, we’ve grouped all account setup and configuration under Settings.

Unlike Yokoy that allowed you to assign admin permissions to configure a specific company, only Perk account admins can perform setup. You can still configure certain settings for a specific company and set up other settings for another; that functionality hasn’t changed.

To access the specific settings for a company, go to Settings > Account > Companies and select the specific company you want to change. Click View spend settings.

Here you’ll find all key settings for determining how Perk processes expenses and invoices. You may notice that some settings have been removed; don’t worry, the functionality is still there - we’ve just incorporated some settings by default for all accounts.

For example, these options are always on:

• Finance compliance settings: Financial reviewers can now always adjust expenses, trips, per diem rates as required, giving them greater control over expense submission.
• Cross-company approvals: When determining spend approval processes in cost objects or custom fields, you can choose anyone regardless the company they belong to, even if you restrict the cost object or custom field use to a specific company. We’ve done this to give you greater flexibility in your approval flows; however, if you have restricted your approval to people from specific company, your setup won’t change. You can still assign the corresponding person who is from the company where the cost object is set up.

Some other features are currently not available, but that doesn’t say we won’t offer them at a later stage:

• Session timeouts: We no longer offer the ability to configure the session timeout due to inactivity.
• Analytics for submitters and managers: We’re working on offering you better analytics and reporting on spend across the board, so we’ve removed the option for submitters and managers to view analytics on spending, but watch this space for new analytics features.

With the upgrade process, we’ll keep your existing configuration so there’s no need to change it unless you want to!

Using the Perk mobile app

No checking, no waiting. The Perk mobile app keeps everything moving, wherever you are. Employees can upload expenses on the go and manage all aspects of travel such as manage bookings, check boarding details, and more.

If you use mobile device management (MDM) for your corporate mobile devices, you’ll need to add the Perk mobile app to your authorized apps. Otherwise, employees can download the app themselves once we’ve completed the upgrade. The Perk app is available in Apple App Store and Google Play Store.

The mobile app allows employees to perform all the key tasks when traveling for business such as create expenses, manage trip expenses, approve expenses and invoices, and check company card details or transactions. With this focus on the employee experience, we’ve removed ability to upload expenses on behalf of someone else or upload invoices since they’re usually performed on the web app.

Spend reporting and analytics

Perk includes a spend reporting dashboard that gives account admins and financial reviewers a visual overview of your company's expense spend — no manual exports required.

In Yokoy, you could only export raw expense, invoice and transaction data. The spend reporting overview gives your finance team direct visibility into spending trends and key metrics.

The overview includes key metrics such as total spend and total spend trend, average spend per employee, spend per cost object and category. The spend reporting overview can be accessed by account admins and financial reviewers (for the entities within their scope). As before, you can export raw data or schedule the report to be sent to your inbox at a regular frequency.

For more information, see Explore spend reporting in Perk.

Key highlights for the upgrade

To sum up, here are the key changes you need to bear in mind: