Getting started

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