Does KashFlow have approval workflows for invoices and expenses?

No. Checked against all ~430 help-center topics: no approval workflow exists for purchase invoices, purchase orders or expenses. The only 'approve' steps are for bulk VAT return review in KashFlow Connect and HMRC refund approval. Checked against all ~430 help-center topics: there is no expense-claim or approval workflow. Vergo adds optional approvals on spend before it posts into KashFlow.

October 1, 2026
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Key takeaways

  • Invoice and purchasing approvals: No. Checked against all ~430 help-center topics: no approval workflow exists for purchase invoices, purchase orders or expenses.
  • Expense claim approvals: No. Checked against all ~430 help-center topics: there is no expense-claim or approval workflow.
  • Vergo approvals are optional and run before coded spend posts into KashFlow.

Where should you go next?

What KashFlow includes

Invoice and purchasing approvals

No. Checked against all ~430 help-center topics: no approval workflow exists for purchase invoices, purchase orders or expenses. The only 'approve' steps are for bulk VAT return review in KashFlow Connect and HMRC refund approval.

Expense claim approvals

No. Checked against all ~430 help-center topics: there is no expense-claim or approval workflow. Out-of-pocket spend is recorded as a purchase or Money Out transaction against a per-person 'Expenses' bank account and reimbursed by bank transfer.

What teams add alongside it

  • Expense management with approvals and card feeds
  • AP automation / invoice approval workflow

Where Vergo fits with KashFlow

Vergo adds approvals on the spend before it reaches KashFlow. 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 KashFlow, coded to your nominal code and VAT rate.

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 KashFlow, with its receipt.

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