Submitter guide
Discover the Submitter role: create and submit expenses and invoices, manage your company card transactions, and more.
About the Submitter roleAs a submitter, you can create, submit and recall expense reports.
What are the different payment methods in Yokoy?Get an introduction into the differences of the "paid privately" and "company card" payment methods.
Different statuses in YokoyExpenses, invoices, and card transactions display different statuses along their journey in Yokoy. Each status has a specific meaning.
Yokoy Academy: Submitter guide (Web)This video series introduces you to the Submitter role for the Web App of Yokoy.
Submit an expense reportThere are multiple ways to submit an expense report in Yokoy. Here, you‘ll find some of them.
Add and submit an expense using a pictureYou can easily and conveniently submit your expense report by taking a photo of your receipt with your mobile app.
Add and submit an expense using a file uploadYou can easily and conveniently submit your expense report by uploading a file of your receipt with your mobile or web app.
Create and submit a per diem expense reportYou can easily and conveniently submit a per diem expense report either on your mobile or web app.
Submit an expense without a receiptYou can easily and conveniently submit an expense report even without a receipt either on your mobile or web app.
Send a receipt to Yokoy by emailYou can effortlessly and conveniently generate a draft of an expense report by simply sending a receipt to Yokoy.
Reflect a tip or gratuity on an expense reportYou can easily include tips and gratuity fees on your expense report, if your company policy allows it.
Create and submit a mileage expenseYou can easily and conveniently submit a mileage expense report either on your mobile or web app.
Add participants to an expenseInclude colleagues and guests who were covered by your expense.
Notifications in expensesDepending on your company settings, an expense may be flagged with a warning, such as duplicate expense or non-reimbursable expense.
Submit an expense paid with a company cardThere are three possibilities to submit an expense paid with a company card. Read this article to learn more.
Submit and manage expenses using the mobile appLearn how to submit, process, and update different types of expenses using the mobile app.
Connect your work calendar to import participantsYokoy can import participant details from your Google Calendar events.
Match company card transactions with expensesYokoy matches transactions automatically after submitting an expense paid by company card. However, you should check the information.
Getting started with the Expense MatcherManually match your card transactions with expenses using Yokoy‘s Expense Matcher.
How can I correct an incorrect matching?If a transaction has been matched to the wrong expense report, it's easy to fix.
How are foreign currency transactions handled in Yokoy?Understand the various ways foreign currency transactions occur and can be handled.
How can I monitor company card transactions?Ensure your company card transactions are matched by checking their status.
How do I handle transaction refunds in Yokoy?This article will explain how to manage refunds through the Submitter menu.
Why can I not edit matched expense reports in the My tasks menu?Read this article to find out how this issue can be fixed quickly and easily.
What happens after submitting my expense report?Depending on your company policy different approval flows exist.
How can I view the status of my submitted expense report?You can quickly check the status of your expense reports from submission to export in the mobile app, or on the web app.
How can I recall my submitted expense report?Until exported, you can recall the expense report, change it and resubmit it.
How can I analyze my spend in Yokoy?Gain insights into your corporate expenses through the use of analytics.
How can I see an overview of all my expense reports sorted by amount?All your expense reports can be visualized in a statistic, which gives you a good overview of your expense management.
Set a default office address as starting point for business tripsIf you start your business trips from the same business location, save time when submitting your expenses by setting a default address.
How do I access my employee tax report?If you are liable for tax on expenses, Yokoy provides a tax report that you can use to reference in your tax returns.
How can I filter my expenses and transactions?Use the filter function to easily sort your single expenses, trip expenses and transactions into a concise overview.