Payments and finance

• Retry failed report files in the export log
• Send a reimbursement to an employee
• Getting started as a financial reviewer
• Financial reviewer role in Perk
• What is a finance review?
• Review expenses and invoices

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• Set up dynamic budgets on travel policies
• Manage expenses with travel budgets
• Setting up and manage travel budgets

• View FlexiTravel credit balances and transactions
• Receive reimbursement for your privately paid expenses
• Paying vendors directly for trips booked on Perk
• Add a personal payment card
• Restrict access to payment cards
• Choose and change your pricing plan

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• Understanding Perk's travel billing documents
• Download a travel billing document
• Download hotel invoices and check the collection status
• Change the billing cycle
• Consolidate hotel invoices with the Invoice Collection Service
• Explore the Invoice Collection Report

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• How Team insights works
• Explore travel reporting
• Understand the Travel insights report
• Use the Travel spend report
• Explore the travel custom report download for approvers
• Explore the travel custom report download for admins and analysts

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• Explore spend reporting
• Use the spend reporting overview
• Extract expense, transaction and invoice analytics with custom download reports
• Schedule a spend report
• Analyze expense data
• Analyze transaction data

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