User fields

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.

Expense currency and receipt threshold 

The default currency in which this user's expense and purchases will be entered.

The receipt threshold allows you to make receipts optional for this user up until the amount specified. Above this amount, receipts will be mandatory. 

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, cards and budgets. Standard users can only see what they raise or have to approve and only their budgets and cards. Usually, only employees in the finance team need to be Admins.

In the "Growth", "Premium" and "Enterprise" plans it is possible to have a variety of user roles, for example, payment managers, invoice managers, HR managers and supplier managers.

Default cost allocation

The selected department, project, team or customer will be set as default for this user's purchases and expenses. The user will still be able to change this when entering a new expense or purchase.