Only users that have been assigned the Finance role can access the Finance menu. Finance roles are assigned by your company‘s Yokoy admin.
With the Finance role, you can manage the spend within your company before exporting it for posting. Additionally, you‘re responsible for approving expenditures paid with a company credit card.
As a finance user, you have permission to reject expenditure and update information such as amounts, cost objects, tax information, etc.
How does the Finance menu work?
The Finance menu is structured into multiple sections:
Section | Description |
Review | Check all expenses, trips and invoices. |
Export | Choose the expenses, card transactions, travel expenses and invoices to export. |
Export log | View exports, download generated files, and revert exports (if required). |
Card transactions | View all transactions to check matching status with expenses. |
Search | Find specific expenditure, whether it's a single expense, transaction, a trip, or an invoice. |
Analytics | Generate reports on spending. |
