At Yokoy, our goal is to offer our customers the best zero-touch spend management solution. Zero touch means automating simple tasks, and only asking for interaction when necessary.
We‘ve made changes to the expense experience in the mobile app, designed to:
Help users complete tasks in as few taps as possible
Give users immediate visibility and actionable cues on wrong or missing data
Give users access to all they need without navigating away from the form
Encourage desired behavior with helpful prompts and nudges
Expenses (with and without receipts)
Whether you’re creating an expense using an existing receipt or without, we’ve worked on giving users a better view of all information in a single glance. Key information such as expense description and amount, date, and cost allocation has been moved to the top of the form, adding a swipe up-and-down action to reveal the associated receipt (if there is one).
Currency, amount, and extra charges have been grouped together, now allowing you to edit the expense amount and description directly.
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Swipe down to reveal the receipt | Edit description, amount, and currency |
Any missing data is now highlighted beside the field so you can quickly see where you need to check the information. Cost allocation concepts such as the cost object and categories have been grouped together, making it easier to determine how and where expenses are split and allocated.
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View notifications next to the field | Approver view with cost allocation summary |
All comments on the expense can be found quickly by accessing the activity timeline in the activity menu (three dots) at the top of the expense, rather than having to scroll down to the bottom of the expense.
If you attach other additional documents to the expense, you can now navigate back and forth between them, adding more documents or capture another image using your camera.
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Activity timeline option | Expense receipt and attachments |
Mileage claims
In mileage claims, you can easily identify the start and end location of the route with the route legs labeled with A and B. Distance is automatically calculated when you select the locations. For return trips, the return location is displayed as the end location and the total distance traveled is given, rather than just the distance one way.
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One-way trip | Return trip, with total distance |
Cost objects are displayed under cost allocation, allowing users to split mileage claims across multiple cost objects if required as before. While Yokoy still pre-selects the most appropriate mileage rate, the most recent rates are also displayed when selecting a different rate.
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Cost allocation | Recent mileage rates |
Per diems
Whether you generate per diems directly from trips or create them manually, you can find key information such as amount, country, and dates. Other fields can be displayed by clicking More options.
You can add supporting documents at the top of the form, adding up to three files as before.
Users can select the corresponding per diem rate depending on your company’s configuration, viewing all applicable per diems for the dates and country selected.
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Add attachments | Per diem rate |
Per diem modifications can be selected in the per diem form or in the trip overview as before. Per diem approval highlights the approvers and any key comments.
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Selecting modifications | Approving a per diem |
Useful screenshots
Here you’ll find some before and after images of the mobile app that you can use for your internal documentation to help onboard users to the new experience.