Key takeaways
- Invoice and purchasing approvals: Yes. With the Approval Workflow feature enabled, Assignment and Approval Maps (EP205500) route AP bills, purchase orders, expense claims, cash transactions and time cards, including multistage approvals.
- Expense claim approvals: Yes. Native Expense Management (Expense Receipts and Expense Claims) routes claims to the employee's supervisor or through an approval map, and approved claims create AP documents for reimbursement.
- Vergo approvals are optional and run before coded spend posts into Acumatica.
Where should you go next?
- Acumatica AP and expense features: what's included and what to add
- Vergo's Acumatica integration
- Get started with Vergo
What Acumatica includes
Invoice and purchasing approvals
Yes. With the Approval Workflow feature enabled, Assignment and Approval Maps (EP205500) route AP bills, purchase orders, expense claims, cash transactions and time cards, including multistage approvals.
Expense claim approvals
Yes. Native Expense Management (Expense Receipts and Expense Claims) routes claims to the employee's supervisor or through an approval map, and approved claims create AP documents for reimbursement.
What teams add alongside it
- Higher-volume AP invoice capture
Where Vergo fits with Acumatica
Keep Acumatica's workflow for the documents it already routes; Vergo approves the spend before it reaches Acumatica. 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. Approved card spend posts into Acumatica, coded to your expense item, account, subaccount, branch, project and task.
Frequently Asked Questions
Can Vergo route approvals by project?
Yes. Route by GL account, by amount or by project, or skip approval flows and let policy flags catch only what breaks a rule.
What happens after approval in Vergo?
The coded card spend posts into Acumatica, with its receipt.
