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🧾 Expense

Functionality Overview

Yokoy Connect

The expense sync

Master Data Import

  • Users

  • Cost Objects

Transactional Export

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Expenses

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Sync SAP Business ByDesign employees as users to Yokoy

The integration provides a way to sync SAP Business ByDesign employees with your Yokoy system and updated them, when changes occur. As employees can not be used to create open balances in SAP SAP Business ByDesign, a new supplier is created and linked to the employee using an extension field. If you are already using Yokoy, the mapping of both users can be imported via the API on request.

Info

More information under https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4491804702/Data+Import#Users-Expense-Invoice.

Sync SAP Business ByDesign cost centers as cost objects to Yokoy

The integration provides a way to sync your SAP Business ByDesign cost centers with your Yokoy system as cost objects and updated them, when changes occur.

Info

More information under https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4491804702/Data+Import#Cost-Objects-Expense-Invoice.

Export expenses in Yokoy and sync it to SAP Business ByDesign as journal entries

The integration exports expenses with the status Ready for Export and creates as journal entries in SAP Business ByDesign.

Info

More information under https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4491968556/Data+Export#Expenses-expense.

Export card transaction expenses in Yokoy and sync it to SAP Business ByDesign as journal entries

The integration exports card transaction expenses with the status Ready for Export as journal entries in SAP Business ByDesign.

Info

More information under https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4491968556/Data+Export#Card-Transaction-Expenses-expense.

Integration Architecture

Include a high-level description and diagram illustrating the data flow to and from Yokoy. The description should expressly indicate:

  • the objects that are imported into Yokoy (e.g. users, cost objects, categories, tags, purchase orders, tax rates, etc.) the data that is exported from Yokoy.

  • You should include further details on the information imported into Yokoy and exported from Yokoy in subsequent sections.

Master Data Import

  • Users

  • Cost Objects

Transactional Export

  • Expenses

  • Card Transaction Expenses

Further information

Data Transfer

Data Exchange

Licence

Prerequisites

An active SAP Business ByDesign and Yokoy License for the usage of the needed functionality. Furthermore, all listed settings from Configuration & Setup are needed.

Known Limitations

https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4227629070/Known+Limitations#Functionality%3A-Expenses

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