Expense Reports allow you to track all expenses as well as spend per user. In addition, customised reports such as 'Expenses requiring approval from Anna Smith' and 'All Yordex card expenses' can also be created. To set up customised reports, please contact us.
All Expenses report
The 'All expenses' report is only visible to admins and shows all expenses in Yordex for all users. This report can be filtered by expense status by clicking 'Filter By'.
This page only displays expenses that you have submitted or need to approve. This page can be filtered by expense status by clicking 'Filter By'.
To find all expenses raised by a specific user
- On the Yordex interface, go to ["Expenses"].
- Click on ["Expenses Reports"].
- Click on the "All expenses" report.
- In the search box, type the email address of the user.