You’ll find Perk isn’t too different to Yokoy. When you sign into Perk on the web for the first time, you need to accept the privacy policy.
Checking your profile
Your personal details are found in the profile in Perk, which you can access by clicking your initials in the bottom left corner of the window. You can edit your personal and contact information and settings in the preferences tab only.
All other information can only be changed by the Perk account admin or people manager.
The profile contains three tabs:
- Personal: your full name, the email address you use to sign into Perk, your role.
- Preferences: here you can change your language and currency, choose delegates to submit on your behalf, and choose whether to send expense delegates notifications about your pending expenses. If your company uses Perk to manage travel too, you can add travel documents to speed up the booking process.
- Organization: details of the company you belong to, your line manager, and any employee policies that apply to you. If any of this information is incorrect, contact your Perk account admin.
Managing approvals in the web app
In Perk, you can view all pending expenses, trips and invoices to approve in Spend > Approvals > Approvals list.
Like Yokoy, you can choose to approve or send back each individual expense or trip or bulk approve by selecting the expenses to approve and clicking Approve selection.
You can view all approved expenses, invoices and trips in Spend > Approvals > Search.
Managing approvals in the mobile app
Instead of using the Yokoy mobile app, now you use the Perk app for booking trips and adding and approving expenses. You can download the Perk app from the App Store or the Google Play Store. Navigating the Perk app is a little different to the Yokoy app. All expenses and invoices are now grouped in the Spend tab.
| Yokoy: Approvals tab | Perk: Spend > Approvals inbox |
|---|---|
| Previously in Yokoy, you accessed all pending approval requests in the Approvals tab. | In Perk, you access approvals in the top right corner by tapping the Approvals inbox icon. |
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The information is then displayed by expenses, trips, and invoices in the same way as in Yokoy. To approve an expense, trip or invoice, tap Approve or Send back to reject. |
Managing delegates in the mobile app
| Yokoy: My profile | Perk: Profile > Expense settings |
|---|---|
| To assign a delegate to approve on your behalf, in Yokoy you needed to access your profile. | In Perk, tap the avatar in the top right corner and then swipe up to view Expense settings. |
You can set: