🌐 Web | 👤 Yokoy admin (Company settings)
Before you can set up and use Yokoy Smart Lodge Cards in your organization, your company must have completed a KYB process, and opened a bank account in a country where Yokoy Smart Lodge Cards are available.
The Yokoy Smart Lodge Card can only be used with these travel integrations:
TravelPerk
Yokoy standard travel import
Umbrella
Amex GBT Egencia
You must set up the travel integration in the company (legal entity) in Admin > Integrations > Travel provider.
If these steps are completed, then your company is ready to use a lodge card for managing travel expenses:
Enable Yokoy Smart Lodge Cards in the specific company where you set up the travel integration.
Assign the Travel admin role at least one user in the company to be able to manage travel-related settings.
Enable lodge cards for the company
Before you can create a new lodge card, you need to activate lodge cards for the specific company. This must be the same company where you have already set up the travel integration. The company address set up in Admin > Company settings must be located in a country where the Yokoy Smart Lodge Cards are available.
Go to Admin > Company, Enable company cards. Click on the toggle to Enable Yokoy Smart Lodge Cards and click Save.
Assign a travel admin role
To be able to create the lodge card itself, a user needs to have the travel admin role. Your Yokoy admin can assign this role in Admin > Finance/HR roles.
Once done, your travel admin can see the option Smart Lodge Cards in the Travel admin menu. Your travel admin can then Create a Smart Lodge Card for your company.