Key takeaways
- Invoice and purchasing approvals: Yes. PO requisition approval/rejection by managers in Employee Self Service with alert notifications, workflow event handlers (e.g. PO requisition amount vs. limit), and configurable approval request workflows generated on any IDO or form through the External Workflow Wizard (Infor ION/Infor OS). However, A/P voucher control is via Voucher Authorization matching rather than a routed invoice approval.
- Expense claim approvals: Partly. Employee expense report creation and approval run in the separately licensed Infor Expense Management add-on; SyteLine then pays approved reports as A/P vouchers to an employee-linked vendor or through payroll (Process External Expense Report in A/P parameter). However, core SyteLine's Service module only has an Expense Approval form for partner (field service) material, labor and miscellaneous transactions.
- Vergo approvals are optional and run before coded spend posts into Infor SyteLine.
Where should you go next?
- Infor SyteLine AP and expense features: what's included and what to add
- Vergo's Infor SyteLine integration
- Get started with Vergo
What Infor SyteLine includes
Invoice and purchasing approvals
Yes. PO requisition approval/rejection by managers in Employee Self Service with alert notifications, workflow event handlers (e.g. PO requisition amount vs. limit), and configurable approval request workflows generated on any IDO or form through the External Workflow Wizard (Infor ION/Infor OS). However, A/P voucher control is via Voucher Authorization matching rather than a routed invoice approval.
Expense claim approvals
Partly. Employee expense report creation and approval run in the separately licensed Infor Expense Management add-on; SyteLine then pays approved reports as A/P vouchers to an employee-linked vendor or through payroll (Process External Expense Report in A/P parameter). However, core SyteLine's Service module only has an Expense Approval form for partner (field service) material, labor and miscellaneous transactions.
What teams add alongside it
- Expense management app (receipt capture, card feeds, approvals)
- AP automation / invoice capture
Where Vergo fits with Infor SyteLine
Keep Infor SyteLine's workflow for the documents it already routes; Vergo approves the spend before it reaches Infor SyteLine. 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 Infor SyteLine, coded to your account, department and job.
Frequently Asked Questions
Does it depend on the Infor SyteLine edition or add-ons?
Employee expense report creation and approval run in the separately licensed Infor Expense Management add-on; SyteLine then pays approved reports as A/P vouchers to an employee-linked vendor or through payroll (Process External Expense Report in A/P parameter).
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 Infor SyteLine, with its receipt.
