Key takeaways
- Invoice and purchasing approvals: Yes. Configurable workflows cover AP (Invoice Approval workflow) and expense claims (automated routing and approval).
- Expense claim approvals: Yes. The Expense Management module (Expert 8.0 SP2 onward) handles expense reports with rule-based automated approvals by expense type, threshold and approver.
- Vergo approvals are optional and run before coded spend posts into Aderant.
Where should you go next?
- Aderant AP and expense features: what's included and what to add
- Vergo's Aderant integration
- Get started with Vergo
What Aderant includes
Invoice and purchasing approvals
Yes. Configurable workflows cover AP (Invoice Approval workflow) and expense claims (automated routing and approval).
Expense claim approvals
Yes. The Expense Management module (Expert 8.0 SP2 onward) handles expense reports with rule-based automated approvals by expense type, threshold and approver. Accounts Payable reimburses employees directly to their bank accounts.
What teams add alongside it
- Expense management with live card feeds
Where Vergo fits with Aderant
Aderant's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Aderant. Approval workflows are optional and fit how you already control spend: route by GL account or by amount — or skip approval flows entirely and let policy flags catch only what breaks a rule. Approved card spend posts into Aderant, coded to your matter or firm overhead.
Frequently Asked Questions
How does Vergo route approvals?
By GL account or by amount, or skip approval flows entirely and let policy flags catch only what breaks a rule.
What happens after approval in Vergo?
The coded card spend posts into Aderant, with its receipt.
