As part of a coordinated effort with your account administrator, you'll soon switch over to Perk for financial review. You'll find Perk isn't too different from Yokoy — your core tasks are the same, and the functionality you relied on is still there. Here are the key things to know to get started.
Finding your financial review pages
In Perk, your main pages are under the Finance menu. Use the table below to find where everything from Yokoy now lives.
| In Yokoy | Now in Perk |
|---|---|
| Finance > Review | Finance > Review > Expenses and invoices |
| Finance > Export | Finance > Review > Export |
| Finance > Search | Finance > Review > Search |
| Finance > Analytics | Analyze > Spend analytics |
Reviewing expenses and invoices
Reviewing expenses and invoices in Perk works the same way as in Yokoy. Your company's approval and review workflow will continue to operate as before.
Go to Finance > Review > Expenses and invoices to see all items waiting for your review. For step-by-step instructions, see Review expenses and invoices.
What's changed from Yokoy
Your role is now called financial reviewer
The Finance role from Yokoy is now called financial reviewer in Perk. You'll see this name in settings, approval workflows, and any role-related screens.
Your abilities are on by default
In Yokoy, some abilities — like reverting an export, editing trips, and adding or editing expenses — could be turned on or off per company by your admin. In Perk, all of these are available to financial reviewers by default, across all companies.
Your role applies across all companies
In Yokoy, you could hold different roles in different companies — for example, being a finance user for Company A and finance user and invoice processor for Company B. In Perk, this isn't supported. If you hold two different roles, both must be scoped to the same companies. See Roles and permissions.
Changing spend settings requires an account admin role
Financial reviewers don't have access to spend admin settings in Perk. If you need to change settings like tax rates, expense categories, or cost objects, you'll need an account admin role to do this.
Cost object visibility works differently
Yokoy let admins control cost center visibility by role. In Perk, you can only grant access to everyone or to individual users — there's no role-based visibility option. Only account admins can edit cost object settings.
Note: If your organization used role-based cost object visibility in Yokoy, that configuration won't carry over to Perk. Cost objects can be made visible to all or specific users.
Terminology changes at a glance
Some terms you used in Yokoy have new names in Perk:
| In Yokoy | In Perk |
|---|---|
| Submitter (role) | Employee |
| Finance (role) | Financial reviewer |
| Tag | Custom field |
| Assistant | Expense delegate (submits on behalf) |
| Delegate | Delegate (approves on behalf) |