User fields

First and Last Name

First and last name of the user

Line manager

The line manager of this user. This is an optional field and will only be used for approvals rules

Approval limit

The maximum order or expense amount this user is allowed the sign off

Reimbursement currency

The currency in which this user will be reimbursed

Role

Every user has to be either an Admin or a Standard user

Approval role

Any special roles in the approval process. For example Directors, the CFO or the CEO can have special approval privileges

Role

There are two main roles in Yordex: Standard and Admin

Admin users can do everything and see all purchases, expenses and budgets. Standard users can only raise and approve purchases and expenses and see their own budgets. Usually, only employees in the finance team are Admin while everybody else is Standard.

In the "Growth", "Premium" and "Enterprise" plans it is possible to have more granular Admin roles, for example Payment managers, Invoice managers and HR managers.

Cost allocation

The standard company, department, project or customer this user’s purchases and expenses will be charged to.