Manager guide
Learn about the Manager role: approve and reject expenses and invoices, delegate approval rights and other additional features.
About the Manager roleAs a Manager, you can view and manage submitted expenditure reports.
What are the different manager / approver roles?Currently, there are four distinct profiles for approver roles. Depending on the approval strategy a user can have multiple approver roles.
Approve submitted expenses, trips, and invoicesAs a cost object owner or line manager, you need to check and approve submitted expenses, trips or invoices.
What happens with the expense report after I approved it?Depending on your company policy, an expense report passes multiple approval steps before it is exported by the finance team.
Send back an expenseYou can send an incorrect expense back to the submitter with a few clicks using the web or mobile app.
Reject an expense reportYou can permanently reject an expense report on both your web and mobile app.
View all approved expensesIn Yokoy, you can get an overview of all your approved and to-be-approved expense reports with just a few clicks.
View your approved invoicesAfter you’ve approved an invoice, there are two places where you can find it.
Delegate approval rights to a colleague as a cost object ownerKeep your expense approval flow on track even if you are out of office for some time.
Delegate approval rights to a colleague as a line managerKeep your expense approval flow on track even if you are out of office for some time.
How can I run analyses and generate reports of my team's / cost object's spend?Gain insights into your team's or your cost object's spend with a wide range of analyses.