Does Viewpoint Vista have approval workflows for invoices and expenses?

Key takeaways

• Invoice and purchasing approvals: Yes. Vista Headquarters reviewers and reviewer groups drive approval workflows in Accounts Payable (unapproved invoices), Purchase Order (requisitions and quotes) and Payroll (timesheets).
• Expense claim approvals: Partly. In HR Management for Vista, users create, code and submit expense receipts.
• Vergo approvals are optional and run before coded spend posts into Viewpoint Vista.

Where should you go next?

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

What Viewpoint Vista includes

Invoice and purchasing approvals

Yes. Vista Headquarters reviewers and reviewer groups drive approval workflows in Accounts Payable (unapproved invoices), Purchase Order (requisitions and quotes) and Payroll (timesheets). Viewpoint Financial Controls adds web review of AP invoices, pending POs/subcontracts and job billing.

Expense claim approvals

Partly. In HR Management for Vista, users create, code and submit expense receipts. Reviewer groups approve them, and an Expense Admin transfers approved expenses to Vista payroll timecards or AP batches for reimbursement. This is a companion product; the docs don't state its licensing.

What teams add alongside it

• Expense management / receipt capture app
• AP automation / invoice capture

Where Vergo fits with Viewpoint Vista

Viewpoint Vista's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Viewpoint Vista. 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, reimbursements and AP invoices post into Viewpoint Vista, coded to your job, phase and cost type; approved claims sync to payroll or AP for payment, since Vergo never moves money.