It's possible to manage independent Yordex accounts with separate configurations. This article explains this process
When managing the finances of multiple legal entities, it may be the case that a separate Yordex account per entity is the best approach.
What are the benefits of this?
- Multiple accounts allow you to maintain different configurations across different entities
- Areas such as approval structure, cost allocations and suppliers can be kept and maintained entirely separate
- POs, expenses and transactions can be exported on a per-entity basis
- Yordex cards and bank accounts are specific to each account
Adding users to multiple accounts
- Adding users to accounts who already exist within another is the same process as described here
- Once added, your user will receive an email informing them they've been added to a new Yordex account
- Once logged in, your user will be able to flick between the accounts they're a member of via the drop-down in the top left of their platform (see screenshot below)
If you think this seems suitable for your entity structure and would like to introduce a new Yordex account to your configuration - please speak with your customer success manager.