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Your first steps with Yokoy

Welcome to Yokoy! Here you find useful articles and videos to assist you in getting started with your new spend management tool.

2 authors13 articles
Common troubleshooting

Having trouble when using Yokoy? Here you find the answers to the most common issues.

1 author8 articles
Product updates

Check out our latest features in Yokoy. Here you‘ll find a recap of everything new in Yokoy.

1 author97 articles
Submitter guide

Discover the Submitter role: create and submit expenses and invoices, manage your company card transactions, and more.

2 authors32 articles
Assisting others with Yokoy

Need to submit expenses or invoices on another person's behalf? Yokoy lets you set up assistants.

2 authors6 articles
Manager guide

Learn about the Manager role: approve and reject expenses and invoices, delegate approval rights and other additional features.

1 author11 articles
Finance guide

Explore the Finance role in Yokoy: review expenses, invoices, and company card transactions, as well as analyze and create reports.

2 authors59 articles
Yokoy Pay guide

Learn more about your role as a cardholder and/or card admin of Yokoy and UBS cards.

2 authors59 articles
Yokoy Invoice guide

Learn everything about managing invoices in Yokoy, with detailed instructions on the different functions of the Invoice Processor menu

2 authors57 articles
Trips in Yokoy

Automatically create travel allowances for both mileage and daily rates, based on trip itinerary, country regulations, and company policy.

2 authors6 articles
Per diems

Set up rules to generate country-specific per diems and local regulations like the 3-month or midnight rule.

1 author1 article
Workflows in Yokoy

Learn how to set up custom workflows in Yokoy, accelerating expense and invoice approval and simplifying tracking.

2 authors28 articles
HR & Admin Guide

As a Yokoy admin or HR user, manage user and set up company-specific configuration in Yokoy.

2 authors83 articles