🌐 Web | 👤 Travel admin
You can order a Yokoy Smart Lodge Card for your company, streamlining the travel management as well as ensuring better control over travel expenses for the employees. Once you have created a lodge card, you can add it as a payment method in your travel booking system.
❗️Important
Only the travel admin user who creates the lodge card can access the credentials (card number, expiry date, CVV).
Before you can create a new lodge card, make sure your company has set up a travel integration. This can be configured under Admin > Integrations > Travel providers. Once the integration is active, your Yokoy admin can assign the travel admin role in Admin > Finance/HR roles.
💡 Tip
If you’re missing the Travel Admin role, contact the Yokoy support for assistance.
Steps to create a lodge card
To create a lodge card, ensure all required details are entered correctly and that the card is configured with the appropriate limits and permissions:
Go to Travel admin > Smart Lodge Cards.
Select your company (if applicable).
Select the bank account (if applicable).
If the bank account hasn’t been requested or made available, you won’t be able to create a lodge card.Click Create card.
Define a card name for the lodge card (max. length is 32 characters).
Set a max. daily limit from the dropdown menu. You can adjust it later, if needed.
This limit is the maximum amount that can be spent using the lodge card per day.Set a max. monthly limit from the dropdown menu.
This is the maximum amount that can be spent using the lodge card per calendar month. You can adjust it later, if needed.Add your mobile phone number when setting up the card.
Some travel management systems may require card validation using security questions and SMS OTP for authentication.Click Create card.
Creating the card may take a few seconds. A confirmation message appears when the process completes. No activation of the card is needed – it’s ready to use immediately after creation.
Once you have created a card, you can check the card number, expiry date, and CVV (provided you created the card), change the card controls and settings, and manage card transactions in Yokoy. See Manage your Smart Lodge Card.
You can add it to your travel booking system (e.g. TravelPerk) as a payment method.
What to do if you can't access your Smart Lodge Card credentials
If the user who originally created your lodge card has left your organization and you can’t access the card credentials, you have two options:
If your organization has enabled SSO: You should create a new card and deactivate the existing lodge card. Remember, you’ll need to add the details of this new card as a payment method in your travel booking system.
Set up an exclusive travel admin user: This user should be exclusively responsible for managing lodge cards. The travel admin should not have any additional roles other than those strictly required for managing the travel integration and the lodge card.
❗️ Warning
These credentials must be stored securely and should never be shared through insecure channels such as email or messaging.