Key takeaways
- Invoice and purchasing approvals: No. Based on a review of the docs, there are no configurable approvals.
- Expense claim approvals: No. Based on a review of the docs, there's no submit-and-approve workflow.
- Vergo approvals are optional and run before coded spend posts into FreshBooks.
Where should you go next?
- FreshBooks AP and expense features: what's included and what to add
- Vergo's FreshBooks integration
- Get started with Vergo
What FreshBooks includes
Invoice and purchasing approvals
No. Based on a review of the docs, there are no configurable approvals. Bill Pay is owner-only and moves bills from draft to payment with no approval step, the pricing page lists no approval features, and team roles have no approver function.
Expense claim approvals
No. Based on a review of the docs, there's no submit-and-approve workflow. Employee and Manager team roles can only manage their own expenses, and reimbursement is a field in FreshBooks Payroll rather than an expense-claim flow.
What teams add alongside it
- Employee expense report and approval app
- AP / bill pay platform with approvals
Where Vergo fits with FreshBooks
Vergo adds approvals on the spend before it reaches FreshBooks. Approval workflows are optional and fit how you already control spend: route by GL account or by amount — or skip approval flows entirely and let policy flags catch only what breaks a rule. Approved card spend posts into FreshBooks, coded to your category and the team member who spent it.
Frequently Asked Questions
How does Vergo route approvals?
By GL account or by amount, or skip approval flows entirely and let policy flags catch only what breaks a rule.
What happens after approval in Vergo?
The coded card spend posts into FreshBooks, with its receipt.
