With Perk's Microsoft Teams integration, approvers receive Teams notifications when they have approvals waiting for their attention—both for trip approvals and expense approval notifications.

For trip approvals, Perk sends a real-time notification to the approver when a trip needs their sign-off. Approvers can view the trip summary—including dates, employees, services, policy details, messages, and the total price—and click Approve, Decline, or View trip to be taken to Perk to complete the request or see the full details.

For expense approval notifications, Perk checks hourly for any new expenses waiting for approval and sends a Teams notification when there are expenses to review. To manage expense approval notifications, see Manage expense approval notifications.

Note: Admin access is required on both Perk and Microsoft Teams to set up this integration.

Approvers will only receive approval requests if their email address is the same on Perk and Microsoft Teams.

Setting up the Microsoft Teams integration

You must be an account admin on TravelPerk and Microsoft Teams to set up this integration. 

1. Go to Settings > Integrations.
2. Search for the Microsoft Teams integration and click Start setup.
   
   
    
3. Click Add to Microsoft Teams to turn on the integration.
4. Allow permissions to access the Microsoft Teams workspace.
5. Download the Microsoft Teams app to test that the integration was successfully enabled. You should receive a welcome message from the app.

Tip: You can disable the integration at any time from the MS Teams Integrations page by clicking Disable.

Installing the app for the approvers in your company

For the integration to work, make sure that all approvers in your company have the app installed. Microsoft Teams admins can also install the app for users.  

To install the app, go to the Microsoft Teams app store, find the Perk app, and click the Add button.