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Your first steps with Yokoy

Welcome to Yokoy! Here you find useful articles and videos to assist you in getting started with your new spend management tool.

Common troubleshooting

Having trouble when using Yokoy? Here you find the answers to the most common issues.

Product updates

Check out our latest features in Yokoy. Here you‘ll find a recap of everything new in Yokoy.

Submitter guide

Discover the Submitter role: create and submit expenses and invoices, manage your company card transactions, and more.

Assisting others with Yokoy
Manager guide

Learn about the Manager role: approve and reject expenses and invoices, delegate approval rights and other additional features.

Finance guide

Explore the Finance role in Yokoy: review expenses, invoices, and company card transactions, as well as analyze and create reports.

Yokoy Pay guide

Learn more about your role as a cardholder and/or card admin of Yokoy and UBS cards.

Yokoy Invoice guide

Learn everything about managing invoices in Yokoy, with detailed instructions on the different functions of the Invoice Processor menu

Trips in Yokoy

Automatically create travel allowances for both mileage and daily rates, based on trip itinerary, country regulations, and company policy.

Workflows in Yokoy

Learn how to set up custom workflows in Yokoy, accelerating expense and invoice approval and simplifying tracking.

HR & Admin Guide

The HR & Admin roles in Yokoy let you manage your users, as well as your company-specific configuration in Yokoy.