Key takeaways
- Invoice and purchasing approvals: not publicly documented; confirm with Puzzle Financial, Inc.
- Expense claim approvals: No. No native expense report or approval workflow is described.
- Vergo approvals are optional and run before coded spend posts into Puzzle.
Where should you go next?
- Puzzle AP and expense features: what's included and what to add
- Vergo's Puzzle integration
- Get started with Vergo
What Puzzle includes
Invoice and purchasing approvals
Invoice approval workflows are not publicly documented for Puzzle. Confirm with Puzzle Financial, Inc before you budget.
Expense claim approvals
No. No native expense report or approval workflow is described. Puzzle's reimbursement guide relies on Ramp (reimbursement detail flows in when synced) or on manual accounting: split the payment transaction or post a journal entry to a reimbursement clearing account and attach the receipts or expense report.
What teams add alongside it
- Card and spend management platform (bills, reimbursements, receipts synced in)
- AP automation / bill pay
- Expense management app
Where Vergo fits with Puzzle
Vergo adds approvals on the spend before it reaches Puzzle. 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 Puzzle, coded to your category, class and department.
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 Puzzle, with its receipt.
