Yordex Release Notes

Releases 11/05/20

• The Purchases page can now be hidden for some or all users to make it clearer where to go. Please contact us if you'd like to enable this.
• Statuses have been renamed to for greater clarity.
• Spend reports can now be exported.
• Fixes to allow cost allocations to be left blank if they are optional.
• Upload invoice on Yordex Card POs is now restricted to after the payment is made to avoid errors.
• Order description and comments can now have character limit restricted. Please contact us if you'd like to set this up.

Releases 20/04/20

• You can now have the Expenses page as your landing page (instead of the Purchases page). Please contact us if you'd like to enable this.
• The cards page now shows for which merchant each virtual card was generated.
• The card statement now also contains the settlement date, for greater clarity.
• In line with HMRC rules, mileage claims are now automatically submitted at 25ppm after the first 10,000 miles.
• To avoid duplicate suppliers, creating suppliers can be restricted to only the Suppliers tab. Please contact us if you'd like to enable this.

Releases 06/04/20

• For expenses and mulit-use virtual cards that are not tied to a purchase, user can now upload the receipt immediately without having to wait for the transaction to be settled.

Releases 02/04/20

• Real-time receipt scanning, if they're not right you can edit the expense before submitting. 
• Export card statement as a PDF as well as upgrades to the export.
• Accounting ID - users and suppliers in Yordex can be exported with their ID from your accounting software. This already happens automatically with our Xero connection and now also with our field-based integrations. 
• New invoice approval rules, we've added greater flexibility to who can approve invoices and confirm goods/services have been received - contact us to learn more and discuss your requirements. 
• Upgrades to the Tasks page - more detail is displayed to approves on the Tasks page, speeding up approvals.
• Mileage claim fixes - mileage can only be in whole numbers, preventing rounding issues and expense claims having 3 decimal places.
• Invoices uploading - invoice number can now be mandatory and the invoice date is set to blank, preventing the user from selecting the wrong date accidentally. 

Releases 10/03/20

• In February, emails were consolidated into one daily 'Outstanding Actions' email. This can now be turned off if you want to receive no emails. Contact us to set this up.
• Expense comments can now be set as mandatory or not as required, contact us to set this up.

Releases 24/02/20

• Pending transactions are now visible on the Card Statement as of 24th Feb 2020.
• Admins can generate a virtual card that is not linked to a purchase.

Releases 21/02/20

• The amount at which receipts become mandatory can now be set per user on the 'User Management' page.
• Pending transactions are now visible on the Card Statement. -TBD
• The CSV export produced by clicking 'More' > 'Export Transactions' can now be configured into any format, please contact us to setup your desired format.
• Cost allocations for Purchases and Expenses can be pre-populated per user on the 'User Management' page.
• Filters are remembered when navigating tables.
• Whether users higher in the approval chain can skip those below is now optional, contact us to set this up.
• Email notifications have been consolidated into an 'Outstanding Actions' email.
• Sage50c customers can export all transactions in the Sage format.

Releases 07/02/20

• Write off the remaining balance on a virtual card.
• Adding your cost allocations from Xero.
• Syncing individual transactions with Xero.

Releases 21/01/20

• The Tasks Page
• Sync an individual order with Xero.
• Mark an individual non-Yordex card expense as paid. 
• Expense form is now customisable. Let us know what extra fields you need.

Releases 02/01/20

• ‘Orders’ renamed to ‘Purchases'.
• New Yordex Card Purchases are now separate from Other Purchases to make the distinction clearer.
• The Cards page is now accessible via a tab on the main menu.
• A new expense reimbursement process has been created, making it easier to process non-Yordex card expenses.
• Users higher up the approval chain can now approve purchases and expenses, even if those before them have not approved.
• Tracking categories are now synced with Xero.
• Tasks page BETA released to display all tasks the user has to perform.
• Spend Reports BETA to track all spend per user.

Releases 10/12/19

• Xero syncing options - choice between auto-reconciled Yordex card payments or manually reconciled.

Releases 26/11/19

• The ability for finance users to edit cost allocations of approved spend.