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.
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.
How can I see an overview of all expense reports that I have approved?In Yokoy, you can get an overview of all your approved and to-be-approved expense reports with just a few clicks.
How can I delegate approval rights to a colleague as a line manager?Keep your expense approval flow on track even if you are out of office for some time.
How can I delegate approval rights to a colleague as a cost object owner?Keep your expense approval flow on track even if you are out of office for some time.
How can I send back an expense report if it needs revision?Send an incorrect expense report back to the submitter with a few clicks using the web or mobile app.
How can I approve submitted expenses?As a cost object owner or line manager you have the task to approve submitted expenses. Here, you can learn how it works.
How can I reject an expense report?You can permanently reject an expense report on both your web and mobile app.
View your approved invoicesAfter you’ve approved an invoice, there are two places where you can find it.
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.