Key takeaways
- Invoice and purchasing approvals: Yes. Native AP Bill Approvals use an ordered approval policy that matches bills on amount, vendor, location, account, currency, dates or custom fields, with user or role approvers, required approval counts and sequential steps. However, bills managed through the API or integrations can't use approval policies, and PO approval routing was not documented.
- Expense claim approvals: No. There is no native expense-report or reimbursement workflow.
- Vergo approvals are optional and run before coded spend posts into SoftLedger.
Where should you go next?
- SoftLedger AP and expense features: what's included and what to add
- Vergo's SoftLedger integration
- Get started with Vergo
What SoftLedger includes
Invoice and purchasing approvals
Yes. Native AP Bill Approvals use an ordered approval policy that matches bills on amount, vendor, location, account, currency, dates or custom fields, with user or role approvers, required approval counts and sequential steps. The ApproveIt partner integration adds Slack-based flows. However, bills managed through the API or integrations can't use approval policies, and PO approval routing was not documented.
Expense claim approvals
No. There is no native expense-report or reimbursement workflow. SoftLedger's Expensify integration turns approved Expensify reports into AP bills, so approvals happen in the third-party tool.
What teams add alongside it
- Employee expense management app with receipt capture
- Corporate card with expense platform
- Advanced AP approval / AP automation partner
Where Vergo fits with SoftLedger
SoftLedger's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches SoftLedger. Approval workflows are optional and fit how you already control spend: route by GL account, by amount, or by project — or skip approval flows entirely and let policy flags catch only what breaks a rule. Approved card spend posts into SoftLedger, coded to your location, ledger account, cost center and job.
Frequently Asked Questions
Does it depend on the SoftLedger edition or add-ons?
The ApproveIt partner integration adds Slack-based flows.
Can Vergo route approvals by project?
Yes. Route by GL account, by amount or by project, or skip approval flows and let policy flags catch only what breaks a rule.
What happens after approval in Vergo?
The coded card spend posts into SoftLedger, with its receipt.
