Does Deltek Ajera have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: Yes. Approvals exist for expense reports, vendor invoices (threshold-based PM/finance approval with a super-approver role) and purchase orders (approval security group); purchase order approval is not available in the ajeraCore tier.
• Expense claim approvals: Yes. Native expense reports with supervisor and accounting approval; approved reports create a vendor invoice to the employee for reimbursable lines and bank entries for credit card lines, coded to project and phase.
• Vergo approvals are optional and run before coded spend posts into Deltek Ajera.

Where should you go next?

• Deltek Ajera AP and expense features: what's included and what to add
• Vergo's Deltek Ajera integration
• Get started with Vergo

What Deltek Ajera includes

Invoice and purchasing approvals

Yes. Approvals exist for expense reports, vendor invoices (threshold-based PM/finance approval with a super-approver role) and purchase orders (approval security group); purchase order approval is not available in the ajeraCore tier.

Expense claim approvals

Yes. Native expense reports with supervisor and accounting approval; approved reports create a vendor invoice to the employee for reimbursable lines and bank entries for credit card lines, coded to project and phase.

What teams add alongside it

• AP automation / invoice capture
• Expense management app

Where Vergo fits with Deltek Ajera

Deltek Ajera's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Deltek Ajera. 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 Deltek Ajera, coded to your project, phase and expense item.