Does Unit4 have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: Yes. Configurable ERP workflow covers requisition and PO approval (line-level, technical and financial, with auto-approval rules), incoming invoice approval, GL journals, master data changes and expense claims.
• Expense claim approvals: Yes. The Travel Expenses module handles expense claims with per diem rules, cash advances and multi-currency.
• Vergo approvals are optional and run before coded spend posts into Unit4.

Where should you go next?

• Unit4 AP and expense features: what's included and what to add
• Vergo's Unit4 integration
• Get started with Vergo

What Unit4 includes

Invoice and purchasing approvals

Yes. Configurable ERP workflow covers requisition and PO approval (line-level, technical and financial, with auto-approval rules), incoming invoice approval, GL journals, master data changes and expense claims.

Expense claim approvals

Yes. The Travel Expenses module handles expense claims with per diem rules, cash advances and multi-currency. Claims go through workflow approval by the line manager or project manager and are reimbursed through Accounts Payable or Payroll.

What teams add alongside it

• AP automation / invoice OCR (partner capture tools for on-prem releases)
• Expense management with card feeds

Where Vergo fits with Unit4

Keep Unit4's workflow for the documents it already routes; Vergo approves the spend before it reaches Unit4. 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 Unit4, coded to your account and the attributes its account rules demand, such as cost centre, project and employee.