Configuration
By Yokoy1 author18 articles
- Manage your company settings in Yokoy
- Set up office addresses for your companySet the office address for entities to increase the ease of assigning users' office addresses and creating accurate expense reports.
- Set up Yokoy for Spanish AEAT requirementsGenerate the required XML file for expenses captured and uploaded via Yokoy mobile app.
- Enable tax reports for employeesTax reports provide a summary of all reimbursable expenses, grouped by type.
- What domains do I need to add to my company’s allowlist?Adding IPs to your corporate allowlists prevents the hijacking of traffic to and from Yokoy by a malicious website.
- Configure participant requirements for expensesYou can determine the default value for participants, and required fields for external participants.
- Compliance settings for finance usersProvide finance users with extra permissions to edit additional information in expenses.
- Set up an SFTP connection for file exchangeIf you want to transfer data to and from Yokoy using files, you can use Yokoy's SFTP server to store the files.
- Manage your organization settingsDetermine Yokoy global configuration for all companies in your organization.
- Set up Yokoy to calculate taxable amounts on company benefits
- Add a new companyCreate new legal entities in your organization by adding a company from scratch, copying an existing company or using a country template.
- Set up travel expenses in YokoyYou can choose how to manage travel expenses, allowing submitters to manage all travel expenses or using a dedicated Travel admin role.
- I set up a new category, expense rule, mileage rate, per diem, or tag dimension, but it isn‘t displayed in the expense reportIf your company uses policies in Yokoy, you need to configure the policy in the Admin menu to display it for the user.
User authentication
Setting up password and SSO authentication methods for signing into Yokoy.
- User authentication in YokoyYokoy allows user authentication via password or single-sign on (SSO).
- Set up SSO with Microsoft Entra ID (OpenID Connect)Learn how to configure single sign-on (SSO) between Yokoy and Microsoft Entra ID using OpenID Connect.
- Set up SSO with Microsoft Entra ID (SAML 2.0)Learn how to set up single sign-on (SSO) using Microsoft Entra ID with SAML 2.0.
- Set up SSO with Google Workspace (SAML 2.0)Learn how to configure single sign-on (SSO) between Yokoy and Google Workspace using SAML 2.0.
- Set up SSO with Okta (SAML 2.0)Learn how to configure single sign-on (SSO) between Yokoy and Okta using SAML 2.0.