Yokoy

Atriis implementation fee: consult your Order Form or the Extended Services List. Alternatively, you can contact your Customer Success Manager who will confirm the pricing.

In addition, be aware that the provider may charge you for the implementation. Please contact them directly.  

Introduction

Yokoy is an expense management solution that automates your entire expense process, including VAT and travel expense reporting.

With Yokoy's AI-based tool, it only takes 3 seconds to generate an expense report, while the manual review is only required for outliers and special cases.

Yokoy also automatically enters approved expenses into your financial system and provides you with various means of analyzing your data.

For more information, you can visit their website.

Account creation

        1. New clients

You need to contact Yokoy directly at [e-mail]. Your Atriis Customer Success Manager can also introduce you to this supplier 

        2. Existing clients

Nothing specific to do. Simply follow the set-up steps described below.

Administration

Adding Yokoy to your portal is extremely simple!

No initial set-up has to be handled on your portal by Atriis. All you need to do is assign Yokoy as Expense Type under the Corporate Settings:

Specific features

• Profiles can be synced between Atriis and Yokoy. Read this article for more details
• SSO can be connected between Atriis and Yokoy

Reference field/Dynamic Profile field synchronization

The values selected under the reference field or dynamic profile field can be sent to Yokoy and added to the Expense report. You will need to trigger this action by following the below steps.

• Use “Sync With” in “Dynamic Profile fields” and/or “Reference Fields”
• Select “Yokoy”
• In the free text field, type the name of the matching field in Yokoy (check with Yokoy which field to use and that it is active)