Does Sage 200 have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: Yes. Purchase order authorisation rules set value ranges, authoriser groups and a Super Authoriser, and supplier invoices and credit notes can require authorisation separately.
• Expense claim approvals: Partly. Sage 200 Professional's Project Accounting includes expense claims that are entered in the desktop or the Self Service web app, authorised if authorisation is enabled, and then posted.
• Vergo approvals are optional and run before coded spend posts into Sage 200.

Where should you go next?

• Sage 200 AP and expense features: what's included and what to add
• Vergo's Sage 200 integration
• Get started with Vergo

What Sage 200 includes

Invoice and purchasing approvals

Yes. Purchase order authorisation rules set value ranges, authoriser groups and a Super Authoriser, and supplier invoices and credit notes can require authorisation separately. The Self Service web app also handles authorising purchase orders, requisitions, timesheets and expense claims.

Expense claim approvals

Partly. Sage 200 Professional's Project Accounting includes expense claims that are entered in the desktop or the Self Service web app, authorised if authorisation is enabled, and then posted. This is documented for Professional only; the Standard help has no Project Accounting or expense claims content.

What teams add alongside it

• Expense management app
• AP automation / invoice capture

Where Vergo fits with Sage 200

Sage 200's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Sage 200. 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 Sage 200, coded to your nominal code, cost centre, department and VAT code.