📱 Mobile | 👤 Submitter
Yokoy lets you capture a photo of a receipt and upload it directly in the mobile app.
Take a picture of the receipt
Open the Yokoy mobile app and select the camera button next to the three vertical dots symbol in the lower right corner to take a picture of your receipt.
Make sure that the picture is properly uploaded and processed. This might take a couple of seconds depending on the network connection.
✏️ Note
This option is only available on the mobile app.
After the picture has been processed, Yokoy automatically creates a draft expense report with the extracted information and saves it in the Expenses > My tasks menu in the mobile app.
From this point onward, it is also available in the web app in the Submitter > Single expenses or My tasks menus.
Validate the expense information
The next step is to validate all the expense information and edit any information that isn’t correct. To do this, open the draft expense report and check the following fields.
Field | Required? | Description |
Description | Required | Description of the expense. Usually, Yokoy AI pre-fills this field with the merchant's name or another text that is extracted. |
Category | Required | The category this expense falls in to. On mobile, you'll find this field below the Participants field. |
Expense country | Required | The country where the expense was incurred. |
Receipt currency | Required | The local currency in which the expense was paid. |
Total amount | Required | The full amount as shown on the receipt. |
Additional charges | Optional | If you need to add an additional charge (e.g., a tip). See Reflect a tip or gratuity on my expense report. |
Expense payment date | Required | The date on which the expense was incurred. |
Payment method | Required | The payment method shows how you paid for an expense. To learn more about the different payment methods, see Different payment methods in Yokoy. |
Company card | Required | If you paid for an expense with a Company card, you must specify which card the transaction occurred on. |
Participants | Required | By default, you are added as a participant. However if the receipt covers the expenses of multiple people, such as for a business lunch, you can add participants accordingly. |
Cost objects | Required | The cost object this expense belongs to. Depending on your company setup, you may or may not see this field. |
Additional categories | Optional | If your company has configured additional categories for you to classify your expense in, you can select them here. |
Trip | Optional | If the expense is part of a business trip, you can add it to an existing trip report with the Add to trip field. |
Add supporting documents | Optional | Add additional documents if necessary. |
Comment | Optional | Include a comment if necessary. |
✏️ Note
If you leave required fields empty, you cannot submit the expense.
Delete, save or submit the expense report
After filling out all required information, you can:
Click Delete if you would like to delete the entire expense.
Click Save if you want to save the expense and come back at a later time to finalize it.
Click Submit if you want to submit the expense.
You can find your submitted expenses in Submitter > Single expenses menu.
Until exported and paid out, you may be able to recall the expense report, change it and resubmit it if your company allows it.
For more information about expense warnings and statuses, see Notifications in expenses and Different statuses in Yokoy.