Submitter guide
Discover the Submitter role: create and submit expenses and invoices, manage your company card transactions, and more.
By Yokoy1 author32 articles
- 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.