The content of this article applies to both our mobile app and our web app.
Step 1: Choose the per diem option
In the Yokoy mobile app and the Yokoy web app, you can create per diem expense reports.
Note: This expense report option is only visible if it is included in your company policy.
In the mobile app:
Open the Yokoy mobile app and and select the blue "+" symbol in the lower right corner.
Then, click on the calendar-icon to create a per diem expense report.
In the web app:
Open the Yokoy web app and select the calendar-icon on either the top of the screen in the My tasks menu, or on the left taskbar, to create a per diem expense report.
Step 2: Enter and validate the per diem expense information
The next step is to enter and validate all the per diem expense information. Pay attention to the following fields:
Note: The fields marked with an asterisk indicate required information, and if left empty you will not be able to submit the expense report.
Expense country*: The country where the expense was incurred
Per diem*: The applicable per diem
Per diem reduction/addition: If any reductions or additions apply to the specified per diem, add them in in this field
Start date*: The start date of the applicable time period for the per diem
End date*: The end date of the applicable time period for the per diem
Cost objects*: The cost object this expense belongs in
Additional categories: If your company has configured additional categories for you to classify expenses in, they will be listed here
Add supporting documents: Add additional documents if necessary
Comment: Include a comment if necessary
Step 3: Delete, save or submit the per diem expense report
After you have filled out all required information you have three options how to proceed:
Click on Delete if you would like to delete the entire expense report
Click on Save if you want to save the expense report and come back at a later time to finalize it
Click on Submit if you want to submit the expense report
You can find your submitted expenses in Submitter / Single expenses menu. Until exported and paid out, you can at any time recall the expense report, change it and resubmit it.
You can find further information about expense warnings in this article, as well as an overview of expense statuses here.
Now, you can successfully submit per diem expense reports!