With the financial reviewer role, you review expenses and invoices, approve expenditures paid with a company card, and manage the spend within your company before exporting it for booking.

Getting started with expenses

Learn how to manage expenses in Perk, with our guides about:

• Perform an expense review
• Check exported reports
• Delete submitted reports
• Analyze expenditure by country

Getting started with card transactions

Learn how to manage and process card transactions in Perk, with our guides about:

• Import card transactions
• Manage card transactions
• Check unmatched card transactions
• Reconcile card transactions against expenses
• Manual matching card transactions
• Analyze transaction data

Getting started with invoices

Learn how to check processed invoices:

• View an overview of all invoices for the legal entity
• Check invoices exported to accounting

Reviewing and exporting from Perk

• Searching for expenses or invoices
• Filter and display expense, trip and invoice information
• Export reviewed expenses, trips, transactions and invoices
• Revert an expense
• Revert an invoice
• Canceling an export job

• Viewing the export log