Who is a Manager in Yokoy?
Users who have been assigned to approve others' expenditures have access to the Manager menu.
With the Manager role, you're able to check and approve, send back or decline expenses and invoices submitted by employees in your team or to your cost object.
Whose expenditures you approve depends on the approval process configured for your company in Yokoy. In a line manager approval flow, you need to approve the expenditures of your team, whereas in a cost object approval flow, you need to approve the expenditures that are submitted to your cost object.
Note: Managers are not responsible for monitoring card transaction matchings. Your company's Finance users will do this for you.
How does the Manager menu work?
The Approvals tab of the Manager menu is available in both the mobile app, as well as in the web app, and is synced across applications. Please note, however, that the other tabs in the Manager menu are only available in the web app.
Web app
Expenditures requiring your assessment are found in the My tasks menu, under the Approvals tab.
Further features can be found in the Manager menu. The different sections of the menu are:
Approvals: This section offers the same possibilities as the Approvals tab under My tasks, just with a different view
Search: Filter expenditures submitted to you by various criteria
Cost objects: Manage the cost objects you administrate (applicable for cost object approval strategy)
Analytics: Run analyses and generate reports of expenditure data based on various criteria
Mobile app
You can find the Approval function of the Manager menu as a tab in the lower navigation bar of the app.
