Who is a submitter in Yokoy?
Every Yokoy user is a Submitter, meaning you can create new expenses and view archived expenses.
With the Submitter role, you can create expense reports, submit them for approval, and recall them in case you want to revise anything. Additionally, if you have a company card, you’re in charge of matching the card transactions to the corresponding expenses.
The approval flow of your expenses following submission depends on the approval process configured for your company in Yokoy.
You submit expenses to be approved by either team managers, if your company uses the line manager approval flow, or cost objects, in the case of a cost object approval flow. Regardless of approval flow, you can check the status of your expense reports in the approval flow at any point.
How does the submitter menu work?
The Submitter menu is available in both the mobile app and in the web app. Any actions performed in either app are synced. However, the functionalities can vary slightly between the apps, as certain features are only available in the web app.
Web app
There are two key areas for you as a submitter:
My tasks
Expenses requiring action on your part are found in the My tasks menu.
In the My tasks menu, there are three main tabs:
Single expenses: Manage individual expense reports.
Trip expenses: Manage expenses assigned to trips.
Card transactions: Match company card transactions with the corresponding expense reports.
There are two other tabs that you may or may not see depending on your company’s settings:
Invoices: Upload invoices if your company uses Yokoy to process invoices.
Approvals: If you have been assigned as the person responsible for approving your colleagues expenses either as a line manager or a cost object owner.
Submitter
A more comprehensive overview of your expenses and their statuses, as well as other features, can be found in the Submitter menu.
Depending on your company settings, you can see these options:
Single expenses
Here, you find all expenses you have created in Yokoy, regardless of their status. You can perform these actions:
Edit expenses that are currently saved as draft or which require revision.
Track already submitted expenses along their approval process.
View expenses which have already been paid out.
View archived expenses.
Trip expenses
Here, you find all the trips you have created in Yokoy, regardless of their status. You can perform these actions:
Edit trip expenses that are currently saved as draft or which require revision.
Track already submitted trip expenses along their approval process.
View trip expenses which have already been paid out.
View archived trip expenses.
Card transactions
Here, you can view, manage, and track your company card transactions. You can perform the following actions:
Check if your company card transactions have been successfully matched with an expense paid by card that you have submitted.
Match your card transactions manually, in case the automatic matching fails.
Analytics
Here you can access an overview of your expenses, depicted graphically according to their approval process status.
Assistance
Here you can manage expenses on behalf of someone else.
Mobile app
The mobile app offers similar options, such as an overview of your expenses and transactions, as well as other features, in the lower navigation bar of the app.
Depending on your company settings, you can see these tabs:
ExpensesView and manage your open expense reports (My tasks), your submitted expense reports (Submitted), and your trip expense reports (Trips). PaymentSee reimbursable expenses that have been paid out or will be paid out to you. InvoicesSee invoices that you have uploaded to Yokoy. CardsSee your unmatched company card transactions (My tasks) and matched ones (Completed). AnalyticsHave your expenses depicted graphically according to their approval process status. | 
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You can see a full overview of your paid out or permanently rejected expenses, trips, and invoices by tapping the three bars in the top left corner of the screen and selecting Archive.
