The content of this article applies to our web app.

With the assistance function, users can manage spend on behalf of others. As an assistant, users can create, submit and recall expense report and trip expense reports for the person they're assisting, as well as manage their transaction matching.

A user can have, at most, one assistant at a time. They can, however, be the assigned assistant for multiple people at the same time.

Assistants can be set up for new or existing Yokoy users in your company. They can either be designated by users themselves, as shown in this article, or can be designated by you.

To add an assistant while creating a new user account in Yokoy, please check out this article.

To assign an assistant to an existing user, go to the HR / User management tab. There, you can either select or search for the user to whom you'd like to assign an assistant.

Clicking on the user will open a new window. From the My assistant drop-down menu, scroll down and select the user you would like to authorize for assistance. To finalize the assistance settings, click Save.

Removing an assistant

To remove an assistance assignment, in the HR / User management tab, you can select the user from whom you would like to unassign the assistant. Selecting them will open a new window. From the My assistant drop-down menu, select Clear selection. This will remove their assistant's assignment. To finalize the assistance settings, click Save.

With assistants assigned, employees can help others manage their spend in Yokoy!