Manually entering an expense
- In the Yordex interface, go to the ["Spend"] tab
- Click on ["+ New Spend"] and select ["Out of pocket expense"]
- Complete the form. Details about each field can be found in various other articles.
- When you're ready, click on ["Submit"]
Scanning a receipt (OCR scanning)
- In the Yordex app, go to the ["Spend"] page (the image of the receipt in the bottom bar menu)
- Select the plus symbol on the bottom right hand-side of the page and choose the option to ["Scan receipt"]
- Take a photo of the receipt and select ["Use Photo"]
- You can then fill out the rest of the information for the New Expense and when you're ready, click on ["Submit"]
Please note: OCR scanning will only work with a clear photo or screenshot of the receipt that clearly shows the merchant, transaction date and amount.
Next steps
Once you have saved your expense, either using manual entry or by scanning the receipt, you do not have to do anything else. The expense will immediately go to the expense approver(s). How they can approve an expense is described in this article.
After the expense is approved, it will be reimbursed to you in your company's regular expenses payment run.
Please note: You don't need to enter or add expenses already paid on a Yordex card.