Download trip attachments
Together with the new user interface in the Trips section, you can now download expenses attached to a trip in a ZIP file.
Please note: This feature is only available in the web version.
View total amount in expense currency
In the header section of the expense report, you can now see the total amount of the expense in both the expense currency and legal entity/user currency. The primary currency is legal entity/user currency and the expense currency is displayed in brackets.
Warning for overlapping trips
Yokoy now restricts submitters from processing multiple trips on the same day. If you try to process multiple trip for the same day or even process a new trip for the existing draft, a warning appears stating "Overlapping trip date" together with trip ID, trip name, trip start date, and end date.
Yokoy admins can enable this feature in Admin > Company, Compliance section by selecting the Don‘t allow trips with overlapping dates checkbox.
Create reports with new per diem analytics fields
Finance users can now generate a report with complete per diem breakdown such as per diem modifications (additions/deductions), base amount under the Values (aggregated) field in Finance > Analytics.
What‘s more, finance users can also view the income tax breakdown for the per diem under the Values (aggregated) field and instead of the data fields.
Updates to per diem modifications
Two UI enhancements have been made to the per diem modifications screen:
We‘ve replaced the check icon in additions and deductions for a plus or minus symbol, depending on the modification configured and the rate setup.
We‘ve made modifications smaller, saving space onscreen.
Updates to naming conventions
Lump Sum to Per Diem
Until now, we’ve been using Lump sum and Per Diem terms interchangeably, which can not only cause confusion, but also detract from the seamless user experience we’re always aiming for at Yokoy. As such, we’re delighted to be streamlining our product vocabulary in this way, with terminology that’s more widely used, understood, and just makes better sense. From 2 August 2023, we’ll begin the process of updating all labels to Per Diem.
Please note: This change will only affect English language; the other translations stays the same.
Global National Rates to Yokoy Managed Rates
We‘re updating Global National Rate to Yokoy managed rates for per diems. This change means that if this option is selected, users no longer need to update global national per diem rates manually, but rather rely on Yokoy to automatically manage the calculation and rate amounts for per diems.
Select multiple assistants for submitting expenses
Users can assign multiple assistants from their user profile or from the HR view. Previously, they were only able to select one user.
When the user clicks the My assistants dropdown list, instead of a single select option, they now have a multi-select option and can select as many assistants as needed. All selected users are added as assistants and can see the expenses other assistants have uploaded and submitted in the assistance section.
Please note: It is not possible to see who uploaded an expense as an assistant when the expense is still in draft. Once submitted, the assistant who submitted the expense is displayed under History on the expense form.
