🌐 Web 📱 Mobile | 👤 Submitter
At times, you may need to create an expense without a physical receipt. Yokoy handles these expenses separately, so your Finance team can review them separately. You can create expense reports without a receipt in both the Yokoy mobile app and the web app.
✏️ Note
This expense report option is only visible if it is allowed by your company‘s policy.
Step 1: Choose the expense report without receipt option
Depending on your company‘s settings, you can see a note icon, which represents the no receipt expense type.
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Web: Open the Yokoy web app and select the note icon on either the top of the screen in the My tasks menu, or on the left taskbar, to create an expense report without receipt. | Mobile: Open the Yokoy mobile app and and tap the + symbol in the lower right corner. Then, click No receipt note icon to create an expense report without receipt. |
Step 2: Enter and validate the expense information
The next step is to enter and validate all the expense information.
✏️ Note
The fields marked with an asterisk indicate required information. If left empty, you won‘t be able to submit the expense report.
Field | Description |
Business purpose / description* | By default, Yokoy enters the vendor name. However, you can change the description as appropriate. |
Category* | The category this expense falls in to. |
Expense country* | The country where the expense was incurred. |
Receipt currency* | The local currency in which the expense was paid. |
Total amount* | The full amount as shown on the receipt. If you need to add an additional charge, such as a tip, see How can I add a tip to my expense? |
Expense payment date* | The date on which the expense was incurred. |
Payment method* | The payment method shows how you paid for an expense. To learn more about the different payment methods, see What are the different payment methods in Yokoy? |
Company card* | If you paid for an expense with a Company card, you must specify which card the transaction occurred on. |
Number of participants* | By default, 1, however if the receipt covers the expenses of multiple people, such as for a business lunch, you can adjust the number of participants accordingly. |
Cost objects* | The cost object this expense belongs in. |
Additional categories | If your company has configured additional categories for you to classify your expense in, you can select them here. |
Trip | 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 | Add additional documents if necessary. |
Comment | Include a comment if necessary. |
Step 3: Delete, save or submit the expense report
After you have filled out all required information you have three options how to proceed:
Click Delete if you would like to delete the entire expense report.
Click Save if you want to save the expense report and come back at a later time to finalize it.
Click 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.
💡Tip
Find further information about expense warnings or read about expense statuses.