📱 Mobile | 🌐 Web | 👤 Submitter
Card expense reports in the My tasks menu that have been matched to their corresponding card transaction and that are in the status Draft or Needs revision are restricted for editing.
This means that all mandatory fields in the expense report that are relevant for a successful match to take place, cannot be edited.
These fields are:
Receipt currency
Total amount
Expense/Payment date
Payment method
Company card
If you want to change any of these details, you must first clear the match.
Web app
Navigate to Submitter > Single expenses or the My tasks menu, select the expense you want to clear the match for and click on Unmatch at the bottom of the expense report window. Expense report and the card transaction are now unmatched. When you reopen the expense report, you will be able to adjust the above mentioned fields.
Mobile app
Navigate to the Transactions menu, select the card transaction you want to unmatch, and click Clear match. The expense report and the card transaction are no longer matched. When you reopen the expense report, you can change the above mentioned fields.
After you have made your changes, you can either manually match your expense using the Yokoy Expense Matcher or submit the expense and let the automatic matching take place.
How can I have matched expenses in the My tasks menu?
When making a payment with your company card, a transaction is created and automatically imported into your Yokoy account. In this context, it is important to match the transaction with the corresponding card expense report. Usually this happens automatically after you submitted a card expense report.
However, it is possible to have expense reports in your My tasks menu that have the matching status Matched. There may be several reasons for this:
The expense was manually matched
With our Yokoy Expense Matcher you can manually match an expense to it's corresponding transaction even before the expense is submitted. The expense report is still in the status Draft.
The expense was automatically matched
After creating a draft card expense report, the corresponding transaction was imported and cleared, triggering the automatic matching to take place. The expense report is still in the My tasks menu and has the status Draft.
The expense was submitted, matched and recalled
After submitting your card expense report, the transaction matching took place either automatically or manually. The expense left the My tasks menu and awaited approval by the Manager or Finance user before being recalled by you to make changes to the details. The matched expense is back in the My tasks menu and has the status Draft.
The expense was submitted, matched and sent back for revision
After submitting your card expense report, the transaction matching took place either automatically or manually. A Manager or Finance user has reviewed your expense report and sent it back to you so that you can make changes to the details. The matched expense is back in the My tasks menu and has the status Needs revision.