Set an employee’s assistant

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.

You can only assign one delegate at a time. However, you can assign multiple assistants for expenses and invoices. When you assign someone as an assistant, you still have access to and control over your own spend – the only difference is that someone else can manage it as well.

Assistants can be set up for new or existing Yokoy users in your company. They can either be designated by users themselves or can be designated by you, see Assign an assistant to manage your spend.

To add an assistant while creating a new user account in Yokoy, see Add new employees to Yokoy.

To assign an assistant to an existing user, go to HR > User management.

There, you can either select or search for the user to whom you want to assign an assistant.

Clicking on the user opens a new window. From the My assistant dropdown menu, scroll down and select the user you want to authorize for assistance.

To finalize the assistance settings, click Save.

Removing an assistant

To remove an assistance assignment, in User management, you can select the user from whom you would like to unassign the assistant. Selecting them opens a new window. From the My assistant dropdown menu, select Clear selection. This removes their assistant’s assignment. To finalize the assistance settings, click Save.