Company card transactions can be found in Finance > Card transactions > Transactions. If your company card provider has been connected with Yokoy for an automated transaction feed, this tab will automatically include any transactions made on a company card. If this is not the case, you can easily upload the card transactions manually.
To upload a card statement, go to Card transactions and click on Upload card statement in the top right corner of your screen. A popup window will appear. Enter the following information in the fields:
Company: Choose the entity for which you want to upload the transactions
Document format: Choose the required format of your upload file
Import statement name: By default, this is today’s date. Adjust if necessary
After selecting your company and document format, you can download a template for how your data should be arranged by clicking Example. Once the data is ready, add the file by clicking on Choose file or dropping the file in this box.
Lastly, click on Start import. Once the import has been completed, you will receive a confirmation message.
Regardless of import method, it may take some time for transactions to be visible in Yokoy. However, Submitters should still submit expense reports, as they will then be automatically matched as soon as the transactions are uploaded in Yokoy, no matter their place in the approval flow.