Reimbursements software that syncs directly with Unanet eliminates the manual rework of matching receipts to project cost codes and phases after the fact. Vergo's Unanet integration pulls live job-cost structures, employee records, and approval hierarchies so field engineers submit receipts coded correctly at capture.
Engineering firms run lean. Project managers and field engineers incur expenses daily—mileage to job sites, survey equipment, per diem on remote projects. When your ERP is Unanet, those reimbursements must land against the right project, task, and cost type or your project profitability reports are wrong.
Most generic expense tools don't understand Unanet's project hierarchy. That forces controllers and AP clerks into manual re-coding. Common problems include:
CFOs need a system that respects Unanet's structure natively.
Vergo is a card-agnostic expense management platform built for construction. Connect any corporate or project credit card and get full visibility and control over field spending.
Yes. Vergo pulls project codes, task hierarchies, and expenditure types directly from Unanet through a native integration. When projects are added or codes change in Unanet, Vergo updates automatically. This eliminates manual code list maintenance and prevents job-cost miscoding on reimbursement transactions.
Vergo's mobile app supports offline receipt capture. Engineers photograph receipts and select project codes while on remote sites. When connectivity returns, the app syncs submissions to Vergo and routes them through the approval workflow. No data is lost, and timestamps reflect the original capture time.
Vergo attaches receipt images to every reimbursement transaction and maintains a complete approval audit trail. Each entry records who submitted, who approved, timestamps, and cost-type classification. This documentation syncs to Unanet, giving engineering firms the traceability DCAA auditors require for incurred cost submissions.
Vergo supports multi-tier approval routing based on project, department, or dollar threshold. A typical engineering firm routes reimbursements first to the project manager, then to the controller or CFO for amounts above a set limit. Approval chains mirror your firm's delegation of authority policy.
Most engineering firms complete the Vergo-Unanet integration within days, not months. Vergo's onboarding team maps your project structure, cost types, and approval hierarchies during setup. Because the integration is native rather than middleware-based, ongoing maintenance is minimal and sync issues are rare.