Why does Perk automatically freeze my card?
A critical part of your tasks in Perk as a cardholder is to submit all of your expenses, regardless if you paid them privately or with your company card.
However, when paying with a company-funded card, some cardholders may think there‘s no need to submit expenses for their card transactions any time soon after they‘ve made a payment with their card.
Your card admin has set up Perk to automatically freeze your card if you haven‘t or are about to submit a number of card expense reports late.
Expense reports are considered as being “late“ when you fail to match a transaction with its corresponding expense report within a certain number of days as defined by the card admin after making a payment with your Perk Card.
How do I solve this issue?
Twenty-four hours (24h) before Perk automatically freezes your card, you receive an email or a push notification on your mobile phone (or both) telling you to match all your unmatched transactions with the corresponding expense reports. Otherwise, your card will be automatically frozen.
If you ignore the message, your card will be frozen twenty-four hours later. You will no longer be able to use your card until you have solved this issue.
Note: To receive push notifications on your mobile, you must be logged into the Perk mobile app and have activated push notifications. Otherwise, you‘ll only receive email notifications.
To solve this issue, depending on whether you use the web app or the mobile app.
Note: Make sure to select the correct payment method on each expense before submitting it, so that the automatic matching can take place.
Unfreeze the card in the web app
- Go to Cards to get an overview of all transactions you‘ve made with your Perk card that haven‘t been matched yet.
- Upload the corresponding expenses, select Company card as the payment method, and match them to all unmatched transactions.
- Submit your expense reports.
- Check that there are no longer any unmatched transactions in your system.
- Go to Cards, select the Perk Card that has been frozen.
- Click Unfreeze card.
Unfreeze the card in the mobile app
- Go to your profile and tap Cards > Card transactions to get an overview of all transactions you‘ve made with your Perk card that haven‘t been matched yet.
- Create an expense for each pending transaction and match them to all unmatched transactions.
- Submit your expense reports.
- Check that there are no longer any unmatched transactions in your system.
- Go to your profile and tap Cards > Card list tab, select the Perk Card that has been frozen.
- Click Unfreeze card.