Review expenses and invoices

As a financial reviewer, learn how to review expenses and invoices before payment, guaranteeing all the information flowing to the finance & accounting system is complete.

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
Review trip expenses
Filter company card transaction data
Search for expenses, invoices, trips and transactions
Differences between card transactions and expenses in Perk
Manage card transactions
Company card types
View unmatched card transactions
View unmatched card expense reports
Card transaction types
Import third-party card transactions
Combine multiple card transactions into a single transaction
Match multiple receipts to one transaction
Archive third-party card transactions
Manage a card transaction as a private expense paid with company card
Why am I unable to manually match a transaction with an expense report?
Why do the expense amount and transaction amount differ from each other?
Will I receive a card statement for my company card transactions?
Move a card expense report from export back into review
Are transactions deleted after export?
Download a list of unexported card transactions
Export reviewed expenses, trips, transactions, and invoices
View the export log
Change the payment method of a card expense report
Split combined card transactions