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Object | Expense | Invoice |
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Expenses
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Basic Functionality
When an expense report in Yokoy has the status reviewed In Review, then the expense will be exported and a journal entry voucher will be created in SAP with that information. Expenses If an expense of type perDiemshould not include is synced, the tax information is not considered when creating a journal entry.
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When an expense report in Yokoy has the status reviewed, then a journal entry voucher will be created in SAP with that information.
Status Ready to be Exported | As soon as an expense has the status Ready to be Exported the expense will be exported in Yokoy and a journal entry will be created in SAP Business ByDesign. |
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Prerequisites to sync expenses to SAP Business ByDesign
To sync expenses from Yokoy to SAP Business ByDesign, the following must be met:
The user owning the expense must be mapped to an employee in SAP Business ByDesign. See https://dataunitag.atlassian.net/wiki/x/HoC7CwE for more information.
All configurations according to https://dataunitag.atlassian.net/wiki/x/HYDx_w must be set.
Field Mapping
The field mapping details is documented here: /wiki/spaces/BYDYOKOY/pages/3667263489. It can be checked upon request.
Known Limitations
Check Known Limitations to discover current known limitations.
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Card Transaction Expenses
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Basic Functionality
Credit card transaction expenses in Yokoy will be synced as Journal Entries to SAP Business ByDesign. As credit
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Based on the functionality there is one sync frequency:
Status Ready to be Exported | As soon as an expense has the status Ready to be Exported the expense will be exported in Yokoy and a journal entry will be created in SAP Business ByDesign. |
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Prerequisites to sync
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card transactions expenses to SAP Business ByDesign
To sync card transaction expenses from Yokoy to SAP Business ByDesign, the following must be met:
The card transaction expense must be matched to a card transaction in Yokoy.
The user owning the expense must be mapped to an employee in SAP Business ByDesign. See https://dataunitag.atlassian.net/wiki/x/HoC7CwE for more information.
The used credit card must be mapped to the corresponding supplier in SAP Business ByDesign. See https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/4226908189/Setup+in+Yokoy+for+Expenses#Map-Supplier-ID-to-Credit-Card for more information.
All configurations according to https://dataunitag.atlassian.net/wiki/x/HYDx_w must be set.
Field Mapping
The field mapping details is documented here: /wiki/spaces/BYDYOKOY/pages/3667263489 . It can be checked upon request.
Known Limitations
Check Known Limitations to discover current known limitations.
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Invoices
| Status | ||||
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Basic Functionality
Invoices in Yokoy will be synced to SAP Business ByDesign as supplier invoices or credit memos. Based on the invoice status the object in SAP Business ByDesign will be blocked or unblocked for payment.
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Status In Approval or In Review | As soon as an invoice has the status In Approval or In Review a supplier invoice will be created in SAP Business ByDesign with a block for further processing. |
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Status Ready to be Exported | As soon as an invoice has the status Ready to be Exported the supplier invoice in SAP Business ByDesign will be updated with the new data. Furthermore, the supplier invoice will be unblocked and can be processed. |
Prerequisites to sync invoices to SAP Business ByDesign
To sync invoices from Yokoy to SAP Business ByDesign, the following must be met:
The supplier used in the invoice in Yokoy is mapped to the right supplier in SAP Business ByDesign.
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The field mapping details is documented here: /wiki/spaces/BYDYOKOY/pages/3952738310. It can be checked upon request.
Known Limitations
Check Known Limitations to discover current known limitations.