Schedule the delivery of the Invoice Collection Report

Use this article to set up automatic email deliveries of the Invoice Collection Report — for example, a monthly CSV for VAT reclaim workflows or for sharing with stakeholders.

Financial reviewers and account admins can perform this task.
Your account must be subscribed to Perk's invoice collection service to schedule the report. If you don't see it, check with your account admin or Account Manager about accessing this service.

Setting filters before scheduling

Before you create a schedule, set the Invoice Collection report to the exact view you want delivered. The schedule captures the filters you have active at the time you save it.

  1. Go to Analyze > Travel reporting > Invoice Collection Report.
  2. Set your Invoice period to the range you want (for example, last month).
  3. Apply any additional filters — Company, Cost object, Service country, Supplier name, or Invoice collection status — to narrow the data to the right scope.
  4. Check the Billing Statements and Supplier Invoices tables to confirm you're seeing the expected results.
Tip: The report data updates once per day, so scheduled deliveries reflect the most recent snapshot at the time of sending.

Creating a schedule

Once the report is filtered, set up the delivery:

  1. Click on the three dots icon on the top right of your report and click Schedule delivery.
  2. In Schedule delivery, you can define:
    • Schedule name: Helps you differentiate between multiple schedules.
    • Recurrence: frequency with which the report is sent. choose between Send Now, Daily, Monthly and others (i.e. specific months or days).
    • Time: Define the time at which the report is sent.
    • Destination: Choose between email, SFTP or an S3 Bucket. For SFTP, you need to enter the host name, username, password and preferred key chain algorithm. For the S3 bucket, you need to enter the path, access key, secret key and region.
    • Format: choose between CSV (recommended), PDF or PNG.
  3. Select Save to confirm.

Perk sends the first delivery on the start date you set and repeats at the frequency you choose.

Managing or stopping a schedule

You can define multiple schedules for the Invoice Collection report or any report in the platform. If you want to pause, modify or add new schedules, follow these steps:

  1. Go to Analyze > Travel reporting > Invoice Collection Report.
  2. Click on the three dots icon on the top right of your report and click on Schedule delivery
  3. In Schedules window, you can create, edit, or delete existing schedules by clicking New or clicking the three dots and selecting the corresponding option.

Troubleshooting report scheduling issues

I don't see the Schedule option

Make sure you're on the Invoice Collection report page itself, not on the Reporting landing page. If the option is still missing, your role may have view-only access. Ask your account admin to check your permissions and access.

Recipients didn't receive the email

Verify the schedule is active and the next send date is in the future. Ask recipients to check their spam or junk folders and confirm the email address on the schedule is correct. Test using the Send now button. If the problem continues, contact Perk support.

The file doesn't match what I expected

Review the filters on the report and re-save the schedule. If your organization has multiple companies or payment profiles, make sure you create the schedule from the correct context.

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