Submitting an expense, managing a card, and keeping track of what's outstanding all live in one connected experience now. Perk's spend tools have been rebuilt end to end: a faster expense form, a redesigned Cards experience, one page for everything you need to do, My Expenses, and card expenses that create themselves the moment you tap your card. Here's a summary of what's changed.

Faster, smarter expense submission

Perk's expense form has been rebuilt from the ground up, on web and mobile, so submitting an expense feels less like paperwork and more like a quick tap between meetings. Snap a photo of your receipt, or skip the receipt entirely, and Perk pulls in what it can, guides you through what's left, and gets you back to your day. On web, the average expense now takes about 28 seconds start to finish, and across the board more than 3 in 4 expenses are submitted in under a minute.

It's not just faster, it's smarter:

• Add tax rates in a couple of taps, and let Perk work out the gross, net, and tax amounts for you.
• Fill in custom fields that adapt as you go, showing or hiding what's relevant to your answers.
• Mark a refund with one checkbox, and Perk handles the credit note behind the scenes.
• See policy warnings the moment they matter, not after you've already hit submit.
• Get category-specific prompts automatically, whether that's a date range, a required comment, or a card-only category.

And it's noticeably snappier: the form now loads about 24% faster. On mobile, you can get expenses pre-approved before you even submit them on Android and iOS, and Android users can pull up a full history of who did what to an expense, and when.

Note: The expense form shown here may look slightly different in your account. Perk is gradually updating the expense submission experience for all accounts. The change is purely visual; the expense still contains the same information.

A cards experience built for how you actually use it

Perk's Cards pages have had a top-to-bottom redesign on web and mobile, switching to a cleaner experience. It's the same cards, the same balances, the same controls, just finally looking and feeling like the rest of Perk.

In the web, access Cards from the main navigation menu rather than from within Spend, so the tools you reach for regularly take fewer clicks to find. In the mobile app, employees can now access cards details directly by tapping the card icon in the top right corner of the app.

Note: Perk is gradually updating the web and mobile experience for all accounts. The cards experience may look slightly different in your account. The change is purely visual; cards are still managed in the same way. Perk documentation describes the new experience in web and mobile.

Experience for employees

The Cards view puts your balance and transactions front and center, with clear, plain-language statuses. Less noise, more of what you actually need to see.

• Freezing a card, viewing its details, checking the PIN, and reporting it lost or stolen are all still a click away, just easier to find on the redesigned card itself.
• Your spending limit — available balance, monthly limit, days until reset, spent vs. pending — is still right there too, now clearer at a glance. Click Spending rules to view your card limit and the merchant categories where you can use your card.
• If you have several cards, each one is displayed on a separate tab with the type of card and last four digits to help you identify them easily.

Experience for card admins

For card admins, the experience is similar to the employee view, but separating the admin’s personal cards (My cards) from other employee’s cards (Team cards).

• Switch between company and bank account, and see your available balance, total balance, and reservations (held or pending amounts) at a glance.
• Add money to the account or order a new card right from the top of the page.
• Perk cards, card requests, and archived cards each have their own tab, so pending requests don't get lost in the main list.
• Filter the card list by card type, status, limit period, or limit amount, or search by owner or card name.
• Each row shows the cardholder, when the card was created, its limit and limit period, and how much is still available, with bulk actions to freeze the card, report it lost or stolen, manage its spending settings, or terminate it.

Requesting and ordering cards

We’ve updated the flows for requesting and ordering cards to make clearer which type of card you’re ordering and any spend limits you want to set to determine how the card is used.

While this release focuses on design and navigation, it’s the foundation to allow Perk to generate expenses automatically from your card transactions among other features, with more on the way in the months ahead.

Want a sneak peak of the new card expenses? Reach out to your account manager.

Everything about your expenses, in one place

We’ve combined several pages into a new My expenses page. The consolidated page includes multiple pages to give you a complete picture of your expenses: My Tasks page (where single expenses, trip expenses, card transactions, invoices, and approvals each lived in their own tab), Single expenses and Trip expenses are now gone.

My expenses is organized simply by what needs your attention: needs action, in review, and completed. Select multiple expenses at once to submit, delete, or add them to a trip in a single move.

Card expenses that submit themselves

Tap your Perk card, and Perk gets to work: a draft expense appears automatically, often before the charge has even cleared with your bank, and a push notification lands with your camera ready to capture the receipt. No more digging through old transactions weeks later trying to remember what a charge was for.

 Previously, card transactions only became matchable to an expense once they cleared, so a lot of expenses fell through the cracks, forgotten, duplicated, or chased down by finance at month end.

• Perk now catches clearing amounts that don't match the original charge and automatically sends the expense back to you for a quick check.

• On mobile, matching happens in real time: snap your receipt the moment you spend, and you're done in minutes instead of waiting up to a week.

  

Note: Automatic card expenses is available for Perk Cards (physical, virtual and single-use). It isn't yet available for bank-connected cards, lodge cards, or shared central cards.