Does Epicor BisTrack have approval workflows for invoices and expenses?

Partly. BisTrack has configurable holds and workflows to control AP approvals and exceptions. Employee expenses and advances, plus mobile expense reports with approval, live in the separate Epicor Financials product and its Time and Expense Management apps. However, this is not documented in BisTrack itself. Vergo adds optional approvals on spend before it posts into Epicor BisTrack.

October 1, 2026

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Key takeaways

Invoice and purchasing approvals: Partly. BisTrack has configurable holds and workflows to control AP approvals and exceptions.
Expense claim approvals: Partly. Employee expenses and advances, plus mobile expense reports with approval, live in the separate Epicor Financials product and its Time and Expense Management apps. However, this is not documented in BisTrack itself.
Vergo approvals are optional and run before coded spend posts into Epicor BisTrack.

Where should you go next?

What Epicor BisTrack includes

Invoice and purchasing approvals

Partly. BisTrack has configurable holds and workflows to control AP approvals and exceptions. Broader approval flows (for example approving requests from an inbox) are offered through Epicor Automation Studio (powered by Workato), which connects via the BisTrack API.

Expense claim approvals

Partly. Employee expenses and advances, plus mobile expense reports with approval, live in the separate Epicor Financials product and its Time and Expense Management apps. However, this is not documented in BisTrack itself.

What teams add alongside it

AP automation / invoice capture
Expense management app

Where Vergo fits with Epicor BisTrack

Vergo adds approvals on the spend before it reaches Epicor BisTrack. 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 Epicor BisTrack, coded to your GL account, branch and job.

Frequently Asked Questions

Does it depend on the Epicor BisTrack edition or add-ons?

Employee expenses and advances, plus mobile expense reports with approval, live in the separate Epicor Financials product and its Time and Expense Management apps.

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 Epicor BisTrack, with its receipt.

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Expense & invoice automation for your ERP

Book Demo

Does Epicor BisTrack have approval workflows for invoices and expenses?

Key takeaways

Where should you go next?

What Epicor BisTrack includes

Invoice and purchasing approvals

Expense claim approvals

What teams add alongside it

Where Vergo fits with Epicor BisTrack

Frequently Asked Questions

Does it depend on the Epicor BisTrack edition or add-ons?

Can Vergo route approvals by project?

What happens after approval in Vergo?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Epicor BisTrack have approval workflows for invoices and expenses?

Key takeaways

Where should you go next?

What Epicor BisTrack includes

Invoice and purchasing approvals

Expense claim approvals

What teams add alongside it

Where Vergo fits with Epicor BisTrack

Frequently Asked Questions

Does it depend on the Epicor BisTrack edition or add-ons?

Can Vergo route approvals by project?

What happens after approval in Vergo?

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