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Yokoy Connect enables the communication between Yokoy and SAP Business ByDesign. In specific the sync of master data like users and cost centers to Yokoy as well as the sync of expenses and invoices to SAP Business ByDesign.

Provide an overview of the integration, explaining:

  • business purpose and goals

  • how data is transferred between the systems

  • prerequisites such as software versions, infrastructure setup, required licenses, etc.

  • Yokoy features supported (i.e. import of POs, users, multiple financial dimensions, etc.)

  • notable limitations or features that it does not support.

This section should summarize the subsequent sections in the documentation at a high level. Please link to the corresponding section as appropriate

Please note that separate licenses are required for syncing expenses and syncing invoices. The specific functionality chosen will also affect the initial https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/3687022612/Set+up process.

🧾 Expense

Yokoy Connect’s purpose is to

Functionality Overview

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.

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.

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.

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.

Integration Architecture

The following diagram illustrates how the data flows to and from Yokoy.

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

📄 Invoice

Functionality Overview

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.

User Sync

The employees from SAP Business ByDesign are used to create the users in Yokoy. 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.

F2: Creation of cost centers in Yokoy

The cost centers from SAP Business ByDesign can be synced as follows:

  • Get all cost centers from SAP Business ByDesign

  • Map and transform the data

  • Create the cost centers in Yokoy

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-Invoices

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