Manager guide
Learn about the Manager role: approve and reject expenses and invoices, delegate approval rights and other additional features.
By Yokoy1 author11 articles
- 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.