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How does the card transaction management process work?

Yokoy Team avatar
Written by Yokoy Team
Updated over 2 months ago

The image below displays the end-to-end transaction management process in Yokoy, from the Submitter making a payment with their company card, all the way to the Finance review and the subsequent export of the matched transaction. Essentially, this process reflects the reconciliation process which is triggered automatically in Yokoy.

πŸ’‘ Tip

If your company is using UBS cards your Finance team can generate a UBS reconciliation report of all transactions via Finance > Analytics.

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