The first step is to create an account on Yordex. If you do not yet have an account, you should first complete our registration form.
Completing your setup
To complete your setup, please take the following steps:
- Add users
- Request company cards
- Add funds to your Yordex bank account
- Add cost categories
- Download the Yordex App
- Connect to your accounting system
Creating your first expenses and purchases
Once this is all set up, employees can start:
- Creating expenses
- Requesting virtual cards for online payments
- Set up virtual card subscriptions
- Emailing invoices
Approving expenses, invoices and subscriptions
Approval rules will be applied and the designated approvers (or their delegates) need to approve:
- Approving expenses
- Approving virtual cards
- Approving invoices
- Setting delegates
- Reviewing spend versus budget
Accounting
As a finance team you can now sit back and relax! Well, there are a few things you still need to so:
- Reimbursing cash and personal card expenses
- Syncing invoices and expenses with the accounting system
- Finding invoices that require action
- Importing budgets