Does QuickFile have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: No. QuickFile staff state there is no way to enforce an approval flow for purchases/purchase orders (logged as a feature request).
• Expense claim approvals: No. No employee expense-claim module is documented: QuickFile guides record out-of-pocket expenses and mileage as purchases to an expenses supplier (paid via Directors' Loan Account or drawings) entered by the bookkeeper, with no employee submission or approval step.
• Vergo approvals are optional and run before coded spend posts into QuickFile.

Where should you go next?

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

What QuickFile includes

Invoice and purchasing approvals

No. QuickFile staff state there is no way to enforce an approval flow for purchases/purchase orders (logged as a feature request). Team privileges control access, but no approval routing is documented for bills, POs or expenses.

Expense claim approvals

No. No employee expense-claim module is documented: QuickFile guides record out-of-pocket expenses and mileage as purchases to an expenses supplier (paid via Directors' Loan Account or drawings) entered by the bookkeeper, with no employee submission or approval step.

What teams add alongside it

• Employee expense claims and approvals
• Purchase/bill approval workflow tool

Where Vergo fits with QuickFile

Vergo adds approvals on the spend before it reaches QuickFile. 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 QuickFile, coded to your nominal code.