All expenses or purchases can now be viewed with the new 'Any status' filter.
Payments can be synced with Xero from the 'Accounting' section of theTasks page.
Certain cost allocations can be hidden from users if they do not need them.
The submitter is now shown on the Expenses and Purchases pages.
A secondary check can be implemented to ensure all invoices have an invoice number. Please contact us if you'd like to enable this.
Releases 17/07/20
The Tasks tab now has an icon indicating how many tasks are pending.
Admin users can now submit expenses on behalf of any user.
POs can now be auto-created from unmatched invoices as well as manually created.
Explainer text has been added to clarify the difference between attachments and invoices.
Do not allow an invoice to be matched to an event which already has one.
Releases 10/07/20
We can now export line items in order to sync with accounting systems by file.
Any page can be set as the homepage. Please contact us if you'd like to enable this.
Cards can now also be auto-topped up on a set frequency, daily, weekly or monthly. Please let us know if you'd like the top-up amount to be changed from a set target (e.g. top-up to £20) to an amount (e.g. top-up by £20).
Releases 03/07/20
Users are now reminded under Tasks to upload invoices.
The suppliers page can now be hidden if it's not needed. Please contact us if you'd like to enable this.
Order-type is now blank by default on new purchases, reducing errors.
Expenses paid on a Yordex card now indicate which card was used.
Releases 26/06/20
Comments can now be sent to a specific user by typing @ followed by their name.
Recurring purchases can be set to recur annually or quarterly as well as monthly.
Users can update their own details and phone number in settings, under 'Account'.
Approval rules can be based on cost allocations.
All expenses can be quickly viewed by selecting 'My Expenses' then 'All Expenses'.
Purchases now have warnings if an invoice was matched to it automatically.
When uploading invoices from a new purchase the invoice number and date are now captured.
Line item discounts can now include up to two decimal places.
Card top-ups are now visible on the individual card statement.
A PDF version of a purchase order can be generated and attached to the order itself. Please contact us if you'd like to enable this.
Expenses and Purchases can now have different lists of cost allocations. Please contact us if you'd like to enable this.
Releases 12/06/20
Invoices are now auto-matched on the Yordex PO number for greater accuracy. Please contact us if you'd like to enable this.
A shipping address can be assigned to a PO, please contact us if you'd like to enable this.
Mobile numbers are now required to order cards as per new regulations introducing 3D secure.
New recurring purchases now have a simplified process, requiring only the end date and monthly price to be created.
Exporting purchases or expenses now produces a file in an updated format, please contact us if you'd like to set up a specific format.
Yordex expenses are now synced with Xero with a reference showing its from Yordex. Please contact us if you'd like to set up a specific reference.
Payments and expenses can now be marked as sync with your accounting system to keep track of what has been exported or not.
'Filter by' button is now shown always.
Purchases' and 'Invoices' on Tasks page are hidden if the Purchases page is hidden.
New Expense button is hidden if not needed.
Other Purchase' option under '+New Purchase' button is hidden if not needed.
Card Purchase' is now called Virtual Card Purchase for clarity.
All cost allocations a Purchase is assigned to is now visible under Order Details.
Auto-match invoices on 'Customer Reference' or 'PO Number' against the Yordex PO number.
Don't remind the user to upload invoice if invoices are not mandatory.
Store invoice number for matched invoices.
All cost allocations now included for order exports
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.
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.
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.
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