If your company uses reimbursements in Perk, Perk can pay you for approved privately paid expenses straight into your bank account. Your company turns on the feature and approves your expense; Perk handles the payout.

Currently, travel expenses such as hotels, flights, train tickets or car rentals that have been booked via Perk don’t qualify for reimbursement; only out-of-pocket expenses (meals, taxis, incidentals, etc.) are. If you have a large travel-related out-of-pocket expense over the limit, your company will reimburse you through another channel. Ask your finance team.

How your company organizes payment

Your company's account admin turns on reimbursement and chooses which companies, currency, and payment frequency to use. When a financial reviewer approves your privately paid expense, they schedule it for the next payment run. Perk then pays you on the company's behalf and later invoices your company. 
You don't need to do anything extra for that part—once your expense is approved and scheduled, Perk takes care of the payment.

To get paid, you need your bank details and date of birth in your Perk profile, and your bank account must be in a currency your company's reimbursement setup supports (e.g. GBP for UK). 
The account must be in your own name and match the name in your Perk profile.

Setting up your profile to receive payment

Adding your bank details

1. Open your profile in Perk (e.g. via your name or avatar in the top bar).
2. Find the Bank information (or Bank details) section. If your company has turned on reimbursement, this section is available for you to fill in.
3. Enter the details Perk asks for. The fields depend on your company's setup:
   • UK (GBP): You'll usually enter a sort code (6 digits) and account number (8 digits).
   • Spain (EUR): You need to enter an IBAN.

The account must be in your name and match the name on your Perk profile. Perk checks this so that only you can receive reimbursement to your own account.

Note: If you don't see the Bank information section, your company may not have reimbursements turned on yet, or your profile may not be in a supported country or currency. Ask your admin or finance team.

Updating your date of birth

Perk needs your date of birth in your profile for compliance and to match the account holder. If it's missing or wrong:

1. Open your profile in Perk.
2. Find the date of birth field and enter or correct it.
3. Save your profile.

Without an accurate date of birth, reimbursement may be blocked or delayed.

What you see when your expense is pending payment

After you submit a privately paid expense, it goes through your company's approval flow. Once a financial reviewer approves it and schedules the reimbursement, you can see the reimbursement status in Perk. 

In My tasks (or the place where you see your expenses), the reimbursement status tells you when to expect payment. You might see one of these statuses:

• Processing: Your expense is approved and scheduled for the next payment run. Perk will pay you soon. You don't need to do anything.
• Reimbursed: The payment has been sent to your bank account. It may take a short time to show up depending on your bank.
• Needs revision or Needs action: Something went wrong (e.g. bank details invalid). See Troubleshooting payment issues.

Checking reimbursement status

1. Go to My Tasks (or the area where you see your expenses).
2. Open the expense you're interested in, or use filters to show expenses by status (e.g. pending reimbursement, reimbursed).
3. Look at the reimbursement status for that expense. It will show whether it's awaiting payment, paid, or needs action.

If your company sends emails for reimbursement updates, you may also get a message when the status changes (e.g. when a payout fails and you need to update your bank details).

Troubleshooting payment issues

Bank details missing

• What you see: You're asked to add bank details, or your reimbursement can't be processed because no bank account is on file.
• What to do: Add your bank details in your profile (see "Adding your bank details" above). The account must be in your name. After you save, the next payment run can include your reimbursement (or your finance team may need to reschedule it).

Bank account currency not supported by your company's reimbursement

• What you see: A message that your bank account currency isn't supported, or that you need to use an account in a specific currency (e.g. GBP for UK).
• What to do: Your company's reimbursement is set up for specific currencies (e.g. GBP and EUR). Add or switch to a bank account in that currency. If you only have an account in another currency, ask your finance team whether they support it; if not, you may need to use a different reimbursement process (e.g. payroll) for that expense.

Expense is over €5,000 and can’t be reimbursed via Perk

• What you see: A message that the expense is above the limit for reimbursement (e.g. over 5,000 EUR or the equivalent in your currency).
• What to do: Expenses above the limit can't be paid through Perk’s reimbursement. Your company will reimburse you another way (e.g. manual bank transfer or payroll). Check with your finance team.

Company's credit limit exceeded and can't process more payouts

• What you see: A message that payouts can't be processed right now because the company's credit limit (or similar) has been reached.
• What to do: This is a company-level limit, not something you can fix in your profile. Your finance or admin team needs to resolve it with Perk (e.g. adjust the limit or settle the balance). Your reimbursement will be processed once the company's account is in good standing. Ask your finance team for an update.

To learn more about how reimbursement works for your company, see Reimbursements in Perk.