Key takeaways
- No. The Actionstep mobile app covers time entries, not expense or receipt entry, and a help-center search for OCR/receipt capture returns only document-management and trust-receipt articles; receipts are attached manually to supplier invoices or withdrawals.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your matter, as disbursements.
Where should you go next?
- Actionstep AP and expense features: what's included and what to add
- Vergo's Actionstep integration
- Get started with Vergo
What Actionstep includes for receipts
No. The Actionstep mobile app covers time entries, not expense or receipt entry, and a help-center search for OCR/receipt capture returns only document-management and trust-receipt articles; receipts are attached manually to supplier invoices or withdrawals.
What teams add alongside it
- AP invoice capture / OCR
- Employee expense management and receipt capture app
Where Vergo fits with Actionstep
With Vergo, employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the matter, as disbursements — not just the vendor name on the header, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Each receipt is matched to its card line and the coded entry posts into Actionstep.
Vergo integrates with Actionstep and posts coded card spend into it; for Actionstep, the live integration covers expense management.
Frequently Asked Questions
How do employees send receipts to Vergo?
By text or from their phone. Vergo matches each receipt to its card transaction and chases the ones still missing.
Does Vergo code receipts to our Actionstep structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the matter, as disbursements — not just the vendor name on the header.
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.
