Key takeaways
- Invoice and purchasing approvals: Yes. Native Business Central approval workflows cover purchase orders, purchase invoices and purchase budget approvals, routed by approver chain, direct approver, first qualified approver, specific approver or workflow user group, with amount limits.
- Expense claim approvals: Partly. The Expense Agent (public preview) includes basic, interim, auto and deferred approval levels, extendable with Power Automate or Copilot Studio, and handles posting and payment; the standard documented process is manual review and payment through journal entries.
- Vergo approvals are optional and run before coded spend posts into Wiise.
Where should you go next?
- Wiise AP and expense features: what's included and what to add
- Vergo's Wiise integration
- Get started with Vergo
What Wiise includes
Invoice and purchasing approvals
Yes. Native Business Central approval workflows cover purchase orders, purchase invoices and purchase budget approvals, routed by approver chain, direct approver, first qualified approver, specific approver or workflow user group, with amount limits. Payment approvals are also documented.
Expense claim approvals
Partly. The Expense Agent (public preview) includes basic, interim, auto and deferred approval levels, extendable with Power Automate or Copilot Studio, and handles posting and payment; the standard documented process is manual review and payment through journal entries. ExFlow Travel & Expense is the paid add-on alternative.
What teams add alongside it
- AP automation / invoice capture
- Expense management app
Where Vergo fits with Wiise
Wiise's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Wiise. 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 Wiise, coded to your G/L account, dimensions and GST.
Frequently Asked Questions
Does it depend on the Wiise edition or add-ons?
ExFlow Travel & Expense is the paid add-on alternative.
How does Vergo route approvals?
By GL account or by amount, or skip approval flows entirely and let policy flags catch only what breaks a rule.
What happens after approval in Vergo?
The coded card spend posts into Wiise, with its receipt.
