Copyright©2025 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part or whole of the content of this user manual may be copied, reproduced, translated, or reduced for any purpose. The content of this user manual may change without notice, please be aware.Please note: The content of this user manual does not represent any commitments made by Yonyou.Overall OverviewGlossaryYoufei Control Flagship EditionYonBIP Unlimited Edition - Expense Management web version and YouExpense Management flagship app.Domain/Module OverviewYonyou Financial Management Expense Management provides enterprises with advanced solutions for personal reimbursements, corporate payments, and business travel management. Through an intelligent expense management system, it achieves refined management of enterprise expenses. It is committed to accelerating the processing efficiency of expense reimbursements, simplifying related workflows, and conducting audit inspections on transactions through intelligent auditing, thereby eliminating the cumbersome tasks for both reimbursers and financial personnel. This makes expense management more streamlined and helps enterprises achieve operational excellence.Mainly divided into basic configuration, workbench, reimbursement business, bill management, analysis reports, analysis dashboard, thematic analysis, expense budget, contract ledger, private vehicle for business, consumption center, and mobile reimbursement services, providing enterprises with a complete expense control closed loop.Product Value1.3.1 Core Values of the EnterpriseFull Business Reimbursement: Enterprise financial data collection terminal, meeting the reimbursement needs of all employees, while also accommodating the mobile reimbursement needs of procurement, sales, and other business personnel.Automated Intelligence: Automatically retrieves data from the transaction system, intelligently matches the reimbursement scenario, and allows for one-click reimbursement, making it convenient and efficient.Transparent Compliance: Connect with service providers to advance financial control to the occurrence of transactions within the enterprise, promoting that all expenditures of the enterprise are open, transparent, reasonable, and compliant.Efficient and low-cost: Timely collection, verification, and accounting of invoices, fully online application, reducing enterprise transaction costs, operational costs, compliance costs, and capital occupation costs.1.3.2 Employee Core ValuesWorry-free: Employee expense reimbursement is fully transparent and trustworthy. One invoice saves time and effort, and budget control is more effective; Business Travel Service (subsequent integration of the new business travel platform) enhances the enterprise's bargaining power through centralized procurement.Convenient: No personal advance payment; No need to request invoices; No post-expense reimbursement; Enhance recognition of the enterprise.Rest assured: Pre-application approval, built-in scenario control in the system, real-time clarity on departmental budget consumption, which helps enhance managers' awareness of cost control.Frequently Asked QuestionsThe application automatically carries values to the reimbursement form.Use the UI template reference configuration to bring application information into the reimbursement form (distinguishing between header and body).Other regions, such as personal Loan Notes and Accruals, can also bring in document information through Reference configuration.General reimbursement settlement documents are filtered by organization.The universal reimbursement settlement of personal loan notes can be filtered by the employee's organization through data filtering in the reference configuration of the UI template.Custom Travel Expense Reimbursement Document Itinerary CardConfigure the travel expense reimbursement document itinerary card group through the UI template.Document Business Assistant ConfigurationConfigure the display and hide status of the business assistant through the UI Template.Custom Document Validation RulesConfigure rigid/flexible prompts for interaction rules on the UI Template page: Reimbursement amount greater than 1000 yuan is not allowed for reimbursement.Hide document detail tableHide the overall Accrue/Withhold area of the general reimbursement form through the UI Template, and place the Bills area in front of the reimbursement details area.Cost Control Statistical Data Permission ControlControl the range of permissions that employees can see in Expense Analysis and Expense Dashboard through Data Permission. Expense Analysis is the Data Permission - Expense Analysis node, and Expense Dashboard is the Data Permission Expense Dashboard - Expense Dashboard node.Custom General Reimbursement Form StandardStandard maintenance of general reimbursement forms is carried out through the definition of the general standard model, general standard model - transaction type, and general standard maintenance.General Standard Priority Usage:Priority order: 1>2>3, 123 combination > 132 combination > 213 combination > 231 combination > 312 combination > 321 combination, and so on. It is not recommended to configure priorities for historical tenants that have already set up general standards, as it may affect historical data.Expense Project MaintenanceAfter recording the expense items in the Basic Files, it is necessary to configure the expense items in the Expense Management: through Business Unit - Expense Item, Expense Item - Department, Expense Item - Transaction Type, and configuring the document support for expense items with the reimbursement parameters, as well as controlling whether the expense items support matter applications.Expense Project - The department supports distributing the expense project to the department dimension and enabling the department expense project permission for the reimbursement parameter.Expense Project - The transaction type distributes the expense project to specific transaction types, which is a necessary basic configuration; otherwise, the transaction type cannot be selected for the expense project.Role Workbench ConfigurationConfigure the expense control personal role workbench and expense control management role workbench through workbench management.The expense budget analysis widget on the expense control management workbench requires the purchase of expense budget specifications to display; otherwise, it will prompt that there is no permission.Travel Standard ConfigurationAutomatically incorporate travel standards into the travel expense reimbursement form through accommodation standards, travel subsidy standards, long-distance transportation standards, and other travel standards.City Grade: Customizable configuration of city grade range;Off-peak and peak seasons: Customizable off-peak and peak season intervals;Long-distance transportation standards: Reimbursement policies for airplanes, trains, ships, etc. can be defined according to Business Unit, Title, Position, and Job Level.Accommodation Standards: Configurable employee accommodation standards;Travel subsidy standards: Configurable travel subsidy standards;Custom dimensions for travel standards: Configurable travel standard dimensions beyond the system's preset options.Loan Rule ConfigurationConfigure loan limits for personnel/department/organization through loan rules.Settlement rules controlled transaction type controlled scopeWhen both 【General Reimbursement Form A 】 and 【General Reimbursement Form B 】are configured to settle the documents of 【Corporate Prepayment Order 】 in the controlled transaction types, it means that these two reimbursement forms can only reference the documents of 【Corporate Prepayment Order 】 for settlement. In contrast, 【General Reimbursement Form C】, which does not have a configured settlement rule, can reference all transaction types of corporate prepayments. Therefore, once there is a need to configure settlement rules, and each reimbursement form can only reference the corresponding prepayment order, it is necessary to configure all of them exhaustively. Otherwise, those not configured will reference all corporate prepayment orders.Application rules for controlled transaction types and controlled scopeWhen configuring two reimbursement applications, 【General Reimbursement Application A 】 and 【General Reimbursement Application B】, to reference the 【General Application 】 within a controlled transaction type, it means that 【General Reimbursement Application A 】 and 【General Reimbursement Application B 】 can only reference the applications of the 【General Application】. In contrast, 【General Reimbursement Application C】, which does not have configured application rules, can reference all applications. Therefore, once there is a need to configure application rules, and each reimbursement application can only reference its corresponding application, it is necessary to configure all of them exhaustively. Otherwise, those that are not configured will reference all applications.Invoice Collection Audit Rules ConfigurationAudit rules are divided into two main categories: bill-related and business-related audit rules. Bill-related audits can be configured through bill collection - audit rules, which are triggered when uploading bills. Business-related audit rules can be configured through transaction type - audit rules, which are triggered when documents are preserved.Initial PreparationTenant ActivationPrerequisite: It is necessary to activate the YonBIP Unlimited Edition product in the Enterprise Service Center.Document Template Configuration - Mobile EndAfter completing the activation of the YonBIP flagship product, the mobile document template for the YonBIP temporary web UI template node configuration needs to be set up. Currently, there are two sets of UI templates for PC and mobile. The custom fields and field formulas configured on the PC also need to be configured again on the mobile end.App DownloadDownload path for the friend expense control period:App Store: iOS - Apple App Store;android - Huawei App Store, Xiaomi App Store, Vivo App Store, OPPO App Store,Baidu Mobile Assistant, Tencent App Treasure;Download the 【YouFeiKong 】 app from the above store.User ActivationMaintain User InformationAdd corresponding personnel and user information in the flagship version web interface, the path is as follows:User Information: Add corresponding Personnel Information in [Digital Modeling] - [Permission Management] - [User Management], where the mobile phone number is essential information for subsequent activation. Please ensure it is maintained correctly.Personnel Information: [Digital Modeling] - [Organization Management] - [Employee]Login to AppUser logs into the YouFeiKong flagship version app, the steps are as follows:Enter mobile number and password, then click "Login".License Occupation: Logging into the YouFeiKong app occupies a license for the mobile version of YouFeiKong flagship edition.User LoginAfter downloading the app, click the corresponding icon to enter the app. Enter your login phone number and password, then click login. For first-time login, please click "Forgot Password" to enter and set a new password. The account is the phone number maintained by personnel in Personnel Management in YonBIP Unlimited Edition. If you receive a message that the account does not exist during login, please contact the system administrator to check the account information.Note: If there are multiple tenants during login, please refer to 3.3 Tenant Switching;Tenant SwitchWhen a user exists in more than two tenants (usually for implementation personnel accounts), the tenant can be switched in the top left corner ...
