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My Account
- Password reset
- Logging in
- Changing your Mobile Number
- Finding your Physical Card's balance
- Unblocking your card
Yordex Mobile
- Download the Yordex App
- Viewing your PIN in the app
- Accessing your balance
- Using the telephone assistant
- Add a Yordex card to your Google or Apple Pay wallet
Yordex Account Setup
- Getting started
- Yordex Mobile App
- Adding a user
- Managing multiple Yordex accounts
- Updating user details
Cards
- Pending transactions
- Using your physical card for the first time
- Making a single payment on a Virtual Card
- Making a payment with a physical card
- Requesting a physical Yordex card
Expenses
- Editing Expenses
- Approving an expense
- Expense Reports
- Submitting a Yordex card expense
- Marking non-Yordex expenses as paid
Approvals
- Approval rules
- Approving a virtual card, subscription or Purchase Order
- Approving an invoice
- How to reset an approval chain
Invoices
- Matching Invoices and Receipts
- Approving an invoice
- Marking invoices as paid
- Uploading invoices manually
Accounting
- Connecting to Xero
- Expense and Purchase syncing with Xero
- Xero Tracking Categories
- Mapping Tax types in Yordex
- Syncing transactions with Xero