Book it, spend it, done: your Perk tour

Plans: Built for teams on a Travel and Spend plan.

If you use Perk to plan your travel and manage your spend, these interactive tours show you exactly how both sides work together, and how much time that saves you. Each tour is a self-guided walkthrough of the real product - just click through at your own pace and see how it works. Jump straight to the section below that matches what you're trying to get done, or work through them in order to see the whole picture.

Get started with Perk

Whatever your role, this is where every trip you book and every expense you file starts. Get started with Perk walks you through setting up your profile properly, right at the start, so nothing slows you down later. Set it up once. Move faster on everything after.

Book business travel

If you book your own trips, this tour is for you. Search and book flights, hotels, trains, and rental cars, all from one place, without switching between five different tools. One search. One booking. Done.

Get ready for your company's event

Attending a company event? This tour shows you how to RSVP, update your availability, and fill out event forms, using the same flow you already know from booking a trip. Nothing new to learn.

Organize your own company card

If you carry a Perk Card, this tour is for you. Your card tracks trip purchases automatically, and you can request a new one, adjust its settings, or reconcile transactions whenever you need to. Your card. Your call.

Manage your spend on the go

For anyone spending while they're out and about. See what's pending, keep an eye on what you've spent, and stay within budget without breaking stride to check. Spend without stopping to check.

Wrap up your expenses after your trip

You've traveled, and now it's time to expense it. This tour follows a claim from the first receipt upload through to a fully reconciled, itemized trip summary, and it's the clearest picture of how travel and spend actually work as one connected job, not two separate ones.

Manage your team's travel

For anyone who approves trips or books travel on behalf of other people, including travel managers, this tour covers reviewing, approving, or declining requests. You can also set a delegate approver, so nothing sits waiting on you while you're out. Approve on the go. No laptop required.

Manage your team's expenditure

For managers and approvers reviewing spend, this tour shows how to sign off on requests, send items back for edits, or delegate reviews to someone else. No paper trail, no email chains, no chasing.

Lay your travel foundation

This one's for account admins setting up Perk for the first time. Create your company, set up cost objects, add the custom fields your business runs on, and put your travel policies and approval flows in place, so every trip booked after that reports back exactly the way you need it to — and gets approved the way it should. Set the foundation once. Skip the fixes later.

Shape your spending rules

For account admins deciding the rules. Set your expense categories, mileage rates, per diems, and tax rules once, and they apply automatically to every claim filed after that.

Set up your spend teams

For account admins managing who has access to spend tools. Add users, group them the way your teams actually work, and keep permissions aligned to who's doing what.

Organize a team event

For employees and account admins planning an offsite or company event, this tour covers event pages, custom surveys, and participant lists, handled from kickoff to checkout. Everything you need to run the event lives in one place.

Finalize team's expenditures

For account admins and finance or expense reviewers, this tour turns day-to-day spending into a clear report. Filter what matters, spot the trends, and export to your finance system in seconds. On track. On budget. On record.

Was this article helpful?