Perkup

PerkUp Help Center

Learn how to add personal funds and top off your PerkUp budget for easy spending! 

If you’ve had your eye on something special and would like to use your PerkUp rewards towards the purchase, but still need a little extra to top off your budget, you can add personal funds to your account. 

How to add personal funds to your PerkUp balance

1. You will notice the white “Add funds” button at the top of your balance dashboard. It can also be accessed 

2.You will be navigated to the checkout screen and can add a personal credit card to complete the payment, hoose how much you’d like to add to your balance. Click “Custom” to add a specific amount: 

3. Once you’ve chosen your amount, click the  “Pay” button. 

In 3 easy steps, you’ve added personal funds to your PerkUp balance and are all set. 

It’s important to note that the majority of merchants won’t allow for split transactions between your PerkUp card and a personal bank card so adding personal funds is a great workaround to complete any purchase.

Personal funds can also be easily refunded using to the same payment method used. Just contact our customer support team and let us know how much you’d like returned, and we will process the refund request for you.

The refund could take up to 10 business days due to the banking processing time.

Learn how to add personal funds and top off your PerkUp budget for easy spending!

Although we’re sad to see you go and are sure your company is too, we’re excited about your new endeavors and wish you the best of luck! 

When talking about how this will affect your PerkUp account, it’s important to note that as the program provider, your company will most likely remove you from their PerkUp employee directory once your employment has ceased.

This means that your account and PerkUp card will no longer be active, along with your rewards. Please note that once you have left your company and are no longer active in the employee directory, your remaining funds 

This may be sad news, but we hope that your new employer already has an active company PerkUp program available for you to join! If that is the case, you will be given a new PerkUp card and account. 

If your new company does not have an active PerkUp program, we hope you will encourage them to look into PerkUp! Not only will you introduce a new and engaging employee rewards program for your new team, but you’ll be right back at it with a new PerkUp card to use on the perks you actually want! 

Here’s what to expect with your PerkUp account when you’re no longer with your company.

What happens to my PerkUp funds if I leave my company?

Our users may have multiple rewards, each with its own budget. However, when making transactions, currently the system does not allow selecting which reward the amount will be deducted from. If you need to reassign a transaction to a different reward, our support team can assist, as long as the following conditions are met:

The target reward must apply to the expense category.

  
   Ensure that the reward you want to move the transaction to allows this type of expense. If the expense is not eligible under the rules of the target reward, we will not be able to complete the reassignment.

The target reward must have available balance.

  
   If the reward does not have sufficient funds to cover the full transaction, reassignment will not be possible.

  
   If the target reward has expired, the transaction cannot be moved to that budget.

  
   Transactions cannot be reassigned partially. The entire transaction must be moved to the new reward, or it will remain as is.

If you meet these requirements and wish to proceed, please contact our support team with the transaction details and the reward to which you want it reassigned.

Fund Management

How to add personal funds to your PerkUp balance

What happens to my PerkUp funds if I leave my company?

Rewards Reassignment for Transactions