Expense Reports

Expense Reports allow you to track who has to approve expenses as well as expenses per user. In addition, customised reports such as 'Expenses requiring approval from Anna Smith' and 'All Yordex card expenses' can also be created. To set up customised reports, please contact us

All Expenses

The 'All expenses' view shows all expenses you have submitted or need to approve. If you are an admin this view shows all other expenses in the system as well. This report can be filtered by clicking 'Filter By Status' or 'Filter By Date Range'. To view all expenses:

  • On the Yordex interface, go to ["Spend"].
  • Then you have the options to click on ["Expenses], ["Recurring"], ["Purchase Order"]. 

My Expenses

This page only displays expenses that you have submitted. This page can be filtered by clicking 'Filter By Status' or 'Filter By Date Range'.

To find all expenses raised by a specific user

  • On the Yordex interface, go to ["Spend"].
  • Type in their username and you can search through their expenses.