🌐 Web 📱Mobile | Submitter
There are several ways you can add an expense to a trip depending on whether you are using the web app or the mobile app.
When a single expense is added to a trip, it inherits the main cost object and tags of the trip itself. However, you can change any cost objects and tags before submitting the trip. When added, the expense status is updated as Draft so you can check and finalize any details.
Web
You can add expenses to trips in three ways:
Adding an expense during trip creation
When creating a new trip, you can add previously created expenses for the same country that fall within the trip dates. By default, Yokoy proposes those previously created expenses that fall within the same dates as the trip. However, you can also explore other expenses by clicking the Other expenses list.
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You select the expenses you want to include and click Add to trip. If you click Cancel, you exit the window and no expenses are added to a trip.
You can also add expenses after you have created the trip by clicking Add expense in the trip overview.
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✏️ Note
When you add an expense to a trip from the trip overview, the expense status is always Draft (please check) to ensure you revise all details before submitting the trip.
Adding to a trip when creating an expense
When you upload a new receipt to Yokoy, you can select the trip associated with the expense in the Trip section. In the Add to trip dropdown list, Yokoy displays all trips in Draft, Ready, and Needs revision status.
✏️ Note
When you add an expense to a trip from the expense, the expense status depends on the expense itself. If some mandatory data is missing, then the status is Draft (please check). Otherwise, the expense status is changed to Ready.
Adding from My tasks
When viewing expenses in My tasks, if you select an expense or multiple expenses, you can add the expense to an existing trip by clicking Add to trip. A window appears in which Yokoy shows all trips in Draft, Ready, and Needs revision status. If there are no corresponding trips, you can choose to create a new trip by clicking Create a trip.
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Mobile
You can add expenses to trips in two ways:
Adding an expense when creating a trip
When you first create a new trip, Yokoy suggests expenses for the same country with the same dates as your trip that you can add. You can choose which expenses to add or tap Cancel to skip the process.
If you want to add expenses to an existing trip, tap Add expense and tap + Add existing expenses to select the corresponding expense or expenses, and tap Add to trip. Alternatively, you can upload a new expense from this panel by selecting Photo, File, Mileage, Per diems, or No receipt.
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Adding expenses to a trip from the My tasks tab
You can add expenses directly from the My tasks tab by selecting one or more expenses. To do this:
Tap the icon beside one of the expenses to enter bulk edit mode.
Select all the expenses you want to add to a trip.
Tap the Airplane icon in the top right corner.
Yokoy suggests all trips in Draft, Ready, and Needs revision status. If none are found, you can create a new trip via the usual way.