Key takeaways
- Invoice and purchasing approvals: Yes. Approvals use Salesforce's configurable approval framework: multi-step approvers, criteria such as amount thresholds, and email notifications.
- Expense claim approvals: Yes. Expense reports in Professional Services Cloud are submitted for approval through configured approval processes.
- Vergo approvals are optional and run before coded spend posts into Certinia.
Where should you go next?
- Certinia AP and expense features: what's included and what to add
- Vergo's Certinia integration
- Get started with Vergo
What Certinia includes
Invoice and purchasing approvals
Yes. Approvals use Salesforce's configurable approval framework: multi-step approvers, criteria such as amount thresholds, and email notifications. They are documented for vendor payments, expense reports, purchase orders/agreements and fixed assets.
Expense claim approvals
Yes. Expense reports in Professional Services Cloud are submitted for approval through configured approval processes. The PSA–Accounting connector then creates payable invoices from approved reports to reimburse employees.
What teams add alongside it
- AP automation / invoice capture (OCR)
- Receipt OCR for expenses
Where Vergo fits with Certinia
Certinia's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Certinia. 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 Certinia, coded to your GLA, dimensions and project.
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 Certinia, with its receipt.
