You can set up Perk to send email digests to employees, delegates, and approvers to remind them about open tasks: expenses to submit, invoices to review, transactions to match, and pending approvals to act on for the company. 

The open spend tasks email is separate from expense approval notifications. Expense approval notifications are a dedicated daily alert sent to approvers when new expenses are submitted for their review, either via email, Slack or Microsoft Teams. To learn more, see Manage expense approval notifications.

Use this article to understand what each notification type covers and how to set the sending frequency for your company.

Only account admins can perform this task.

Employee notifications

Employee notifications in Perk remind people about tasks they need to complete. Perk checks daily for each company with notifications turned on and sends an individual email to each person who has open items.

For example, if an employee has expenses in draft or a trip with dates in the past, Perk treats these as open tasks and includes them in the notification.

Perk notifies employees about these tasks:

• Expenses: any expenses in draft, needs revision, or rejected status.
• Transactions: any unmatched transactions.
• Trips: any trips with draft, needs revision, or ready for trip submission status.
• Invoices: any invoice in new, draft, or needs revision status.

Spend delegate notifications

Delegate notifications let people redirect their open-task reminders to someone who can submit expenses on their behalf. To turn this on, select the Remind expense submission delegates about open tasks checkbox.

People also need to select a delegate in their profile (Profile > Preferences > Expense delegates), in the Submits expenses on your behalf field and then turn on Sent to your expense delegates (Profile > Preferences > Notifications).

Delegates only receive notifications about expenses or invoices that are in draft status or have been sent back for changes. They don't receive notifications about approvals—only the person or their approval delegate can act on those.

Since people choose individually whether to redirect their notifications to an expense delegate, Perk sends expense delegate notifications separately from employee notifications.

Perk notifies delegates about these tasks:

• Expenses: any expenses in draft, needs revision, or rejected status.
• Transactions: any unmatched transactions.
• Trips: any trips with draft, needs revision, or ready for trip submission status.

Approver and approval delegate notifications

Perk can send approvers a digest of all expenses, trips, and invoices currently waiting for their approval.

If a person has delegated their approvals to a delegate—set up in their profile or Spend > Approvals > Cost object approvals—the delegate receives the digest for both their own pending items and the tasks delegated to them.

Perk notifies approvers and their delegates about these tasks:

• Expenses: any expenses with In approval status.
• Trips: any trips with In approval status.
• Invoices: any invoice with In approval status.

Setting the notification frequency

The open spend tasks email is turned on at company level. It sends email-only notifications—notifications can't be sent via Slack or Microsoft Teams. You can choose how often Perk sends these emails:

• Monthly: choose any day of the month, from 1 to 28.
• Weekly: choose any day of the week, from Monday to Sunday.
• Daily: sends on working days at approximately 8:00 am, Monday to Friday UTC.

The notification service is turned off by default. To start sending notifications:

1. Go to Settings > Account > Companies and select a company.
2. Click View spend settings.
3. Scroll down to Notification service.
4. Select Remind employees about open tasks or Remind expense submission delegate about open tasks.
5. Select a frequency. If you choose monthly, you can set a specific date from 1 to 28.

To test your configuration, click Send test email. Make sure you save the form first—any unsaved changes won't apply to the test.