Key takeaways
- Invoice and purchasing approvals: Yes. Configurable approval flows exist for creditor invoices (manual or role-based automatic approvers), purchase orders (Company Approvals > Purchase Order Approval with approver roles) and personal expenses.
- Expense claim approvals: Yes. Time & Expense supports personal expense and mileage entries that move through under preparation, for approval and approved statuses with assigned approvers.
- Vergo approvals are optional and run before coded spend posts into Deltek WorkBook.
Where should you go next?
- Deltek WorkBook AP and expense features: what's included and what to add
- Vergo's Deltek WorkBook integration
- Get started with Vergo
What Deltek WorkBook includes
Invoice and purchasing approvals
Yes. Configurable approval flows exist for creditor invoices (manual or role-based automatic approvers), purchase orders (Company Approvals > Purchase Order Approval with approver roles) and personal expenses.
Expense claim approvals
Yes. Time & Expense supports personal expense and mileage entries that move through under preparation, for approval and approved statuses with assigned approvers.
What teams add alongside it
- Expense management app with receipt OCR
Where Vergo fits with Deltek WorkBook
Keep Deltek WorkBook's workflow for the documents it already routes; Vergo approves the spend before it reaches Deltek WorkBook. 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 WorkBook, coded to your job, activity 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 Deltek WorkBook, with its receipt.
