Key takeaways
- Partly. Through the Viewpoint HR Management for Vista employee portal, users can create expense receipts on mobile, and Auto Expense uses AI OCR to read date, vendor, amount and description from the receipt image. This lives in the separate HR Management portal, not core Vista.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your job, phase and cost type.
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 for receipts
Partly. Through the Viewpoint HR Management for Vista employee portal, users can create expense receipts on mobile, and Auto Expense uses AI OCR to read date, vendor, amount and description from the receipt image. This lives in the separate HR Management portal, not core Vista.
What teams add alongside it
- Expense management / receipt capture app
Where Vergo fits with Viewpoint Vista
Vergo covers receipt capture for card spend: employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the job, phase and cost type — not just the vendor name on the header, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Each receipt is matched to its card line and the coded entry posts into Viewpoint Vista.
Vergo integrates with Viewpoint Vista and posts coded entries into it, covering card spend, employee reimbursements and AP invoices.
Frequently Asked Questions
Does it depend on the Viewpoint Vista edition or add-ons?
This lives in the separate HR Management portal, not core Vista.
How do employees send receipts to Vergo?
By text or from their phone. Vergo matches each receipt to its card transaction and chases the ones still missing.
Does Vergo code receipts to our Vista structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the job, phase and cost type — not just the vendor name on the header.
Do we need new cards?
No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
