Key takeaways
- Invoice and purchasing approvals: No. Based on a review of the docs, there are no approval workflows.
- Expense claim approvals: No. Based on a review of the docs, there's no employee claim or approval flow.
- Vergo approvals are optional and run before coded spend posts into Kashoo.
Where should you go next?
- Kashoo AP and expense features: what's included and what to add
- Vergo's Kashoo integration
- Get started with Vergo
What Kashoo includes
Invoice and purchasing approvals
No. Based on a review of the docs, there are no approval workflows. The user-role and bills docs describe no submit/approve step for bills, expenses or purchases.
Expense claim approvals
No. Based on a review of the docs, there's no employee claim or approval flow. User roles are only Admin and Billing, Admin, View/Edit and View Only, and "reimbursable expenses" in Kashoo means costs re-billed to a client.
What teams add alongside it
- Receipt capture / expense app with approvals
- AP bill capture and payment tool
Where Vergo fits with Kashoo
Vergo adds approvals on the spend before it reaches Kashoo. 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 Kashoo, coded to your category.
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 Kashoo, with its receipt.
