Overview
Yordex is a new way for businesses to manage spend; our easy-to-use software gives growing companies insight and control over all current and future spend.
Company cards, expenses, invoices, payments and budgets can all be managed in one place through the Yordex smart spend management solution, enabling controlled spending through fully customisable approval rules.
A wide range of businesses are already improving their spend management with Yordex, and the software’s flexible approach means use of the smart spend management solution will grow with their company.
Yordex + Xero
Yordex automates the entire spend process to give you full visibility and control and to speed up your month ends and payment runs.
Invoices and expenses that are managed in Yordex are automatically booked in Xero under the right account code. Spend on Yordex cards or suppliers paid by Yordex will be automatically reconciled. The invoices and receipts themselves will also be sent to Xero.
Yordex pulls supplier details, the chart of accounts and tax codes from Xero. It is possible to sync one Yordex account with multiple Xero accounts, e.g. if you have multiple legal entities.
Getting started
A Yordex account can be set in days. The Yordex support team is available to configure your account to suit your processes and approval rules.
Yordex is modular which means you only pay for what you use. You can either start with just company cards or you can choose to also use any of invoice scanning and approvals, automated supplier payments, purchase order approvals or budgets from the start.
Once set up, invoices are synced with Xero when you want. You have full control over what data is synced with Xero and when.