Key takeaways
- Partly. The Epicor Time and Expense Management mobile apps for the separate Epicor Financials product let users photograph receipts and attach them to expense reports.
- However, there is no receipt capture in BisTrack itself (its mobile apps are warehouse apps).
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your GL account, branch and job.
Where should you go next?
- Epicor BisTrack AP and expense features: what's included and what to add
- Vergo's Epicor BisTrack integration
- Get started with Vergo
What Epicor BisTrack includes for receipts
Partly. The Epicor Time and Expense Management mobile apps for the separate Epicor Financials product let users photograph receipts and attach them to expense reports. However, there is no receipt capture in BisTrack itself (its mobile apps are warehouse apps).
What teams add alongside it
- Expense management app
Where Vergo fits with Epicor BisTrack
With Vergo, employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the GL account, branch and job — not just the vendor name on the header, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Each receipt is matched to its card line and the coded entry posts into Epicor BisTrack.
Vergo integrates with Epicor BisTrack and posts coded card spend into it; for Epicor BisTrack, the live integration covers expense management.
Frequently Asked Questions
Does it depend on the Epicor BisTrack edition or add-ons?
The Epicor Time and Expense Management mobile apps for the separate Epicor Financials product let users photograph receipts and attach them to expense reports.
How do employees send receipts to Vergo?
By text or from their phone. Vergo matches each receipt to its card transaction and chases the ones still missing.
Does Vergo code receipts to our BisTrack structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the GL account, branch and job — not just the vendor name on the header.
Do we need new cards?
No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
