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Yokoy Expense: Participants in expenses, duplicate expenses as approvers – September 2024

Track participants in expenses, view duplicate expenses as an approver, and other mobile improvements.

Written by Yokoy Team

Participants in expenses

You can now track participants more easily in expenses. Yokoy enables submitters to indicate the participants in an expense, selecting the user or users who were covered by the expense and specifying whether it‘s a Yokoy user or a third-party person. Finance users can quickly identify external guests or company employees

Duplicate expenses as approvers

Yokoy flags expenses that may be potential duplicate expenses. Until now, managers could only see duplicate expenses if they had permissions to view those expenses (original expense and duplicate). Managers and approvers can now see the ID of the potential duplicate. Where managers and approvers have permissions to access the expense, they can view the potential duplicate directly from the notification. Otherwise, they see the ID of the potential duplicate.

Trips tab in Archive

In the mobile app, you can now find rejected and exported trips in the Archive, under a new tab for Trips.

Travel expenses with VAT information

Travel admins can now view tax information in all imported invoices that contain VAT.

Disable trip name auto-population

By default, trip names are automatically generated using the start and end location of a trip. Yokoy admins can now choose to disable this option so that submitters must always add a unique name to the trip before submitting.

Edit expenses as a finance user

When reviewing expenses, finance users can now edit expense amounts and currency as appropriate if enabled by your company‘s Yokoy admin (Admin > Company, Compliance, Enable Finance role to edit the expense). Otherwise, finance users can only edit posting dates, cost objects, tax information, and categories.
In addition, finance users can also add supporting documents to receipt and no receipt expenses, mileage expenses, and per diems if this option is enabled.

Edit mileage expenses as a finance user

Yokoy admins can now choose to allow finance users to adjust mileage expenses (Admin > Company, Compliance, Enable Finance role to edit mileage expenses). If enabled, Finance users can change the mileage rate, start and end locations, and the distance calculated, as well as determine whether the trip was a round trip.

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