Does Navision have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: Yes. NAV has built-in configurable approval workflows (Send Approval Request, approver hierarchy, delegation and overdue notifications).
• Expense claim approvals: No. The NAV 2018 procedure for employee expenses has accounting staff post each expense in a general journal against the employee's account and reimburse it through the payment journal. It describes no employee submission or expense-report approval step.
• Vergo approvals are optional and run before coded spend posts into Navision.

Where should you go next?

• Navision AP and expense features: what's included and what to add
• Vergo's Navision integration
• Get started with Vergo

What Navision includes

Invoice and purchasing approvals

Yes. NAV has built-in configurable approval workflows (Send Approval Request, approver hierarchy, delegation and overdue notifications). Core workflows cover purchase documents, sales documents, payment journals, customer cards and item cards.

Expense claim approvals

No. The NAV 2018 procedure for employee expenses has accounting staff post each expense in a general journal against the employee's account and reimburse it through the payment journal. It describes no employee submission or expense-report approval step.

What teams add alongside it

• Expense management app
• AP automation / invoice capture (OCR)

Where Vergo fits with Navision

Navision's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Navision. 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 Navision, coded to your G/L account and dimension values.