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 allocations
- 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
- Uploading 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 Orders and Expenses
- 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