1. Can I import a TravelPerk trip into Yokoy?
Yes, Yokoy can automatically create a trip for employees based on the flight, rail, or car rental details of the trip in TravelPerk. Yokoy can also automatically generate any per diems or mileage expenses for the imported trip as required. Travel expenses (hotel, flights, rail ticket invoices, etc.) are imported from TravelPerk and displayed as draft expenses in the trip in Yokoy.
2. How does Yokoy match expenses with the user?
Yokoy uses a user‘s email address to assign expenses. That‘s why it‘s important that the TravelPerk user and the Yokoy user has the same email address.
3. Can I import past TravelPerk invoices to Yokoy?
Yokoy can automatically import any new invoices after the integration. To import past invoices, please get in touch with the Yokoy team.
4. Can I match TravelPerk invoices paid with company cards?
Yes. invoices are automatically categorized in Yokoy, imported as single expenses, and matched with the corresponding transaction. Yokoy supports two payment methods:
via Travel Provider: Invoices are paid in TravelPerk either by direct debit or bank transfer and are mapped and matched according to the setup.
via Company cards: You can match TravelPerk invoices that are paid with company cards with corresponding card transactions in Yokoy.
❗️Warning
To ensure successful import, it is currently required that all expenses within the same company have the same payment method, either a company card or a travel provider.
5. Can I book a trip for multiple employees in TravelPerk and import to Yokoy?
Yes, you can book a trip for multiple employees in TravelPerk and import to Yokoy.
In such cases, Yokoy creates a trip for each person included as part of the trip. However, the travel expenses are subsequently assigned depends on your specific configuration.
6. Does the travel expense go to the traveller or the booker/travel manager in Yokoy?
Yokoy automatically fetches the invoice from TravelPerk and imports it as an expense. Once imported, the expense is assigned to the booker in Yokoy. If the booker is not found in Yokoy, the expense is assigned to the traveller found as an employee in Yokoy. In most cases, both booker and traveller are the same person.
Alternatively, if the expenses are set to be “Paid by Travel Provider”, the expense is assigned to the traveller; if the traveller is not found in Yokoy, then the expense is assigned to the booker. If neither the booker nor the traveller is found in Yokoy, the invoice is assigned to the travel admin.
7. What information is automatically synced from TravelPerk to Yokoy?
Invoices that are in the final status in TravelPerk are imported automatically to Yokoy. Any changes made to the booking such as cancellation or update are also reflected in Yokoy (i.e. credit notes to reflect a cancelled booking). You can choose to import non-final invoices, if required.
If your invoice contains VAT information, Yokoy can display the tax percentage and amount applied if a corresponding tax rate can be found in Yokoy for the company.
If you choose to create trips automatically from your TravelPerk trips, changes made in the TravelPerk itinerary are not reflected in your Yokoy trips.
To successfully import and assign invoices automatically to a specific employee, the employee must be present on both the platforms with the same email address. If not, one of the import strategies mentioned occurs.
8. How does Yokoy handle FlexiPerk credit?
FlexiPerk credit is a refund given as credit that can be used for future trips booked using the same payment profile (card payments). Credits are applied to TravelPerk account within 7 days and do not expire. Customers can use this credit against future trips. Yokoy handles FlexiPerk credit by only accounting for the amount charged.