Key takeaways
- Invoice and purchasing approvals: Yes. Purchase orders can be approved online and on mobile under delegated authorities, and invoice approvals and PO workflows are part of the product.
- Expense claim approvals: Partly. Employees log expense claims for reimbursement from desktop or mobile, and claim costs flow to jobs. However, the vendor pages we reviewed don't describe the approval step for claims.
- Vergo approvals are optional and run before coded spend posts into Workbench.
Where should you go next?
- Workbench AP and expense features: what's included and what to add
- Vergo's Workbench integration
- Get started with Vergo
What Workbench includes
Invoice and purchasing approvals
Yes. Purchase orders can be approved online and on mobile under delegated authorities, and invoice approvals and PO workflows are part of the product.
Expense claim approvals
Partly. Employees log expense claims for reimbursement from desktop or mobile, and claim costs flow to jobs. However, the vendor pages we reviewed don't describe the approval step for claims.
What teams add alongside it
- Expense management app with receipt capture
Where Vergo fits with Workbench
Workbench's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Workbench. 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 Workbench, coded to your job, sub-job, cost centre and activity.
Frequently Asked Questions
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 Workbench, with its receipt.
