Deltek WorkBook AP and expense features: what's included and what you'll need to add

Deltek WorkBook includes credit card feeds, AP automation, receipt capture, expense claim approvals and approval workflows; it covers bank feeds only in part. Common add-ons to budget for: bank feed connector, corporate card program with live card feeds and expense management app with receipt OCR. Vergo adds any-card expense management coded to your Deltek WorkBook structure.

October 1, 2026

See it with your ERP

Book Demo

Key takeaways

Built in: credit card feeds, AP automation, receipt capture, expense claim approvals and approval workflows.
Partly covered: bank feeds.
Vergo works with any card from any bank and posts coded spend into Deltek WorkBook.

Where should you go next?

Deltek WorkBook AP and expense capabilities at a glance

Capability	In Deltek WorkBook?	What the documentation shows
Bank feeds	Partly	Bank Reconciliation (Finance & Administration > Month-End) imports bank reconciliation files using configurable import specifications; WorkBook's help does not document a live bank feed connection.
Credit card feeds	Yes	Personal Expense Credit Card Import loads corporate card transaction files (file-based, not a live feed) so transactions can be mapped to jobs; specific issuers and formats are not named in the page we reviewed.
AP automation (invoice capture and processing)	Yes	ICR for Creditor Invoices (WorkBook 14.0+) reads uploaded PDF/JPEG/PNG invoices and uses Dela AI to create creditor invoice records with header and lines, enabled by an admin under Settings > AI Features; a hotfolder also saves emailed creditor vouchers automatically.
Receipt capture and mobile expenses	Yes	The WorkBook mobile app captures expense details and photographs receipts attached to the expense entry, and receipts can be uploaded in Personal Expense Approval; receipt OCR/auto-fill is not documented.
Expense claim approvals	Yes	Time & Expense supports personal expense and mileage entries that move through under preparation, for approval and approved statuses with assigned approvers.
Approval workflows (invoices, POs, payments)	Yes	Configurable approval flows exist for creditor invoices (manual or role-based automatic approvers), purchase orders (Company Approvals > Purchase Order Approval with approver roles) and personal expenses.

What to budget for

Bank feeds (partly): bank feed connector.

Add-ons Deltek WorkBook teams commonly consider

Bank feed connector
Corporate card program with live card feeds
Expense management app with receipt OCR

Where Vergo fits with Deltek WorkBook

Vergo integrates with Deltek WorkBook and posts coded card spend into it; for Deltek WorkBook, the live integration covers expense management. It works with any card from any bank — connecting your existing cards involves no card applications, no re-issuing and no banking change. Employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the job, activity and task, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Approval workflows are optional and fit how you already control spend: route by GL account, by amount, or by project — or skip approval flows entirely and let policy flags catch only what breaks a rule.

About Deltek WorkBook

Typical users: Marketing, advertising and creative agencies needing project management, resource planning and agency financials. Deployment: cloud.

Frequently Asked Questions

Which Deltek WorkBook capabilities need an add-on?

Per Deltek's documentation, bank feeds are partial or missing.

Does Vergo replace Deltek WorkBook?

No. Deltek WorkBook stays your ledger. Vergo integrates with Deltek WorkBook and posts coded entries into it.

Do we need new cards?

No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.

How current is this?

Each answer was checked against Deltek's public documentation on September 30, 2026.

Get Started

Expense & invoice automation for your ERP

Book Demo

Deltek WorkBook AP and expense features: what's included and what you'll need to add

Key takeaways

Where should you go next?

Deltek WorkBook AP and expense capabilities at a glance

What to budget for

Add-ons Deltek WorkBook teams commonly consider

Where Vergo fits with Deltek WorkBook

About Deltek WorkBook

Frequently Asked Questions

Which Deltek WorkBook capabilities need an add-on?

Does Vergo replace Deltek WorkBook?

Do we need new cards?

How current is this?

Expense & invoice automation for your ERP

Platform

Company

Resources

Deltek WorkBook AP and expense features: what's included and what you'll need to add

Key takeaways

Where should you go next?

Deltek WorkBook AP and expense capabilities at a glance

What to budget for

Add-ons Deltek WorkBook teams commonly consider

Where Vergo fits with Deltek WorkBook

About Deltek WorkBook

Frequently Asked Questions

Which Deltek WorkBook capabilities need an add-on?

Does Vergo replace Deltek WorkBook?

Do we need new cards?

How current is this?

Keep reading

Which ERPs have built-in expense approvals?

Which ERPs have built-in credit card feeds?

Which ERPs have built-in receipt capture or a mobile expense app?

Which ERPs have built-in AP automation?

Which ERPs have built-in bank feeds?

Which property management accounting systems have built-in AP automation and card feeds?

Which professional services ERPs have built-in AP automation and card feeds?

Which nonprofit fund accounting systems have built-in AP automation and card feeds?

Which manufacturing ERPs have built-in AP automation and card feeds?

Which construction ERPs have built-in AP automation and card feeds?

Zoho Books AP and expense features: what's included and what you'll need to add

xTuple AP and expense features: what's included and what you'll need to add

Xledger AP and expense features: what's included and what you'll need to add

Xero AP and expense features: what's included and what you'll need to add

Workbench AP and expense features: what's included and what you'll need to add

Wiise AP and expense features: what's included and what you'll need to add

Viewpoint Vista AP and expense features: what's included and what you'll need to add

Viewpoint Spectrum AP and expense features: what's included and what you'll need to add

Unit4 AP and expense features: what's included and what you'll need to add

Tryton AP and expense features: what's included and what you'll need to add

Trimble TruckMate AP and expense features: what's included and what you'll need to add

TASS AP and expense features: what's included and what you'll need to add

SylogistMission ERP AP and expense features: what's included and what you'll need to add

Striven AP and expense features: what's included and what you'll need to add

Spire AP and expense features: what's included and what you'll need to add

SoftLedger AP and expense features: what's included and what you'll need to add

SAP Business One AP and expense features: what's included and what you'll need to add

Sage Business Cloud Accounting AP and expense features: what's included and what you'll need to add

Sage 200 AP and expense features: what's included and what you'll need to add

Saasu AP and expense features: what's included and what you'll need to add

Rillet AP and expense features: what's included and what you'll need to add

Rentvine AP and expense features: what's included and what you'll need to add

Rentec Direct AP and expense features: what's included and what you'll need to add

Ramco ERP AP and expense features: what's included and what you'll need to add

QuickFile AP and expense features: what's included and what you'll need to add

QuickBooks Online AP and expense features: what's included and what you'll need to add

QuickBooks Desktop Enterprise AP and expense features: what's included and what you'll need to add

QuickBooks Desktop AP and expense features: what's included and what you'll need to add

Puzzle AP and expense features: what's included and what you'll need to add

Propertyware AP and expense features: what's included and what you'll need to add

Priority ERP AP and expense features: what's included and what you'll need to add

Plex AP and expense features: what's included and what you'll need to add

PeopleSoft AP and expense features: what's included and what you'll need to add

Pennylane AP and expense features: what's included and what you'll need to add

JD Edwards AP and expense features: what's included and what you'll need to add

Oracle E-Business Suite AP and expense features: what's included and what you'll need to add

Odoo AP and expense features: what's included and what you'll need to add

NolaPro AP and expense features: what's included and what you'll need to add

Navision AP and expense features: what's included and what you'll need to add

MYOB AP and expense features: what's included and what you'll need to add

MRPeasy AP and expense features: what's included and what you'll need to add

MoneyWorks AP and expense features: what's included and what you'll need to add

MarkSystems AP and expense features: what's included and what you'll need to add

Manager.io AP and expense features: what's included and what you'll need to add

Kashoo AP and expense features: what's included and what you'll need to add

KashFlow AP and expense features: what's included and what you'll need to add

Jonas Premier AP and expense features: what's included and what you'll need to add

JobBOSS² AP and expense features: what's included and what you'll need to add

Jiwa Financials AP and expense features: what's included and what you'll need to add

iplicit AP and expense features: what's included and what you'll need to add

Infor SyteLine AP and expense features: what's included and what you'll need to add

Infor LN AP and expense features: what's included and what you'll need to add

IFS Cloud AP and expense features: what's included and what you'll need to add

Holded AP and expense features: what's included and what you'll need to add

Gravity Software AP and expense features: what's included and what you'll need to add

FreshBooks AP and expense features: what's included and what you'll need to add