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Getting started as a Finance User

Discover the basics of the Finance user role: reviewing expenses, and card transactions.

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

🌐 Web |πŸ“± Mobile | πŸ‘€ Finance role

With the Finance role, you review expenses and invoices, approve expenditures paid with a company card, and manage the spend within your company before exporting it for booking.

Getting started with expenses

Learn how to manage expenses in Yokoy, with our guides about:

Getting started with card transactions

Learn how to manage and process card transactions in Yokoy, with our guides about:

Getting started with invoices

Learn how to check processed invoices:

Reviewing and exporting from Yokoy

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