Set up your Perk account

• Sign-in methods in Perk
• Understanding the account structure on Perk
• Add, edit, or delete companies
• Add a VAT number to a company
• Add and edit company addresses on your account
• Upgrade to the VIP service

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• Add new people to your account
• Send a welcome email to new people
• Roles and permissions
• Manage a person’s profile
• Assign roles and permissions
• Give and restrict access to Perk

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• Cost objects on Perk
• Cost objects, custom fields, and groups
• Set up cost objects for expenses and invoices
• Set up cost objects for travel costs
• Custom fields on Perk
• Set up user profile custom fields

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• Manage spend settings
• FX rates and currency conversion for expenses and invoices
• Currencies for expenses and invoices in Perk
• Tax rates in Perk
• Foreign VAT reclaim in Perk
• Reverse charge VAT handling in Perk

• Find a travel policy
• Create or edit a travel policy
• Set up prepaid hotel extras

• Assign companies to a travel approval process
• Travel approval processes in Perk
• Set up a travel approval process
• How multiple travel approval rules apply to a trip
• Set up an approval needed process for travel
• Set up a no approval needed process for travel

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• Getting started with the workflow designer
• Workflow templates
• Workflow library
• Status nodes in Perk workflows
• Create or upload a workflow
• Cost object approval strategy

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