Approving a virtual card, subscription or Purchase Order

In Yordex it is possible to setup custom approval processes, which determine who is added to an Expense or Purchase Order and when.

Who needs to approve orders is defined by your approval rules. See this article for details.

Invoices and expenses don't require pre-approval which means they can be approved after the order is placed.

Approving a purchase

If you have to approve a purchase, you should receive an email notification that a purchase is waiting for your approval:

  • In the email, click ["Approve Purchase"] which will take you to the purchase
  • Review the purchase
  • If you are satisfied with it, click ["Approve Purchase"]. If not, click ["Reject Purchase"] and provide a rejection reason