🌐 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.
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.
| 
|
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 tap the three vertical dots symbol in the lower right corner. Then, click New receiptless expense icon to create an expense report without receipt. |
Validate the expense information
The next step is to validate all the expense information. To do this, open the draft expense report and check 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.
Business purpose / description*: By default, the vendor name.
Category*: The category this expense falls in to. On mobile, you'll find this field below the Number of participants field.
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.
Additional charges: If you need to add an additional charge (e.g., a tip),
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 it is 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.
Delete, save or submit the expense report
After filling out all required information, there are 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.
To obtain further information about expense warnings, see Notifications in expenses.
For an overview of expense status, see What do the different statuses in Yokoy mean?