Set up and configure master data
Yokoy uses the customer’s master data and transaction data to process expenses, transactions, and invoices. The master data can be general master data used throughout Yokoy or specific to expenses or invoices.
By Yokoy and 1 other2 authors18 articles
VAT / Tax rates in YokoySet up the tax rates in Yokoy to calculate taxable amounts in expenses and invoices.
Expense categoriesYokoy uses categories to categorize spending and determine where the expenses should be booked.
Employee policiesDetermine the expense rules, mileage rates, and per diem rates that apply to groups of users with employee policies.
Expense rulesSet up rules that determine how much employees can spend on specific expenses.
Foreign VAT reclaim in YokoyLearn how Yokoy can streamline your foreign VAT reclaim process – whether managed internally or through a provider.
Reverse charge VAT handling in YokoyLearn how to handle reverse charge VAT in Yokoy.
Invoice categoriesAs an admin, you can create, import, and configure invoice categories, including ERP-specific settings and mandatory field options.
Cost objects
Learn how cost objects are used in Yokoy and how to set them for use in expenses and invoices.
About cost objects in YokoyCost objects are used in Yokoy as a cost carrier for expenses and/or invoices.
Cost object approval strategyYou can use cost objects to automatically determine the approver of expenses and/or invoices.
Set up cost objectsCreate cost objects in Yokoy to determine cost allocation for expenses and invoices.
Restrict cost objectsChoose whether you want all employees to view and select cost objects or whether you want to limit their use to specific employees.
Mileage expenses and rates
Set up and configure mileage expenses and rates to calculate employee reimbursement for private travel
How are mileage expenses calculated?Yokoy calculates mileage costs by multiplying the distance traveled by the applicable mileage rate.
Setting up mileage claimsHere you’ll find a complete guide on how to enable, configure, and import mileage claims in Yokoy.
Enable mileage expenses for a companyThis article helps you to set up and configure mileage rates.
Set up a mileage rateMileage rates determine the reimbursement to be paid to employees depending on the number of kilometers or miles traveled.
Import a mileage rateApart from manually creating a single mileage rate, you can import multiple rates into Yokoy simultaneously.
Set up a simple mileage rateConfigure Yokoy to calculate a fixed rate per kilometer or mile traveled.
Set up a stepped mileage rateYokoy can perform a variable calculation where it applies a rate depending on the interval of kilometers or miles traveled.