Key takeaways
- Invoice and purchasing approvals: Yes. Workflow & Approvals offers configurable routing by role, threshold and dimension, with escalations and audit logs.
- Expense claim approvals: Yes. Managers review and approve expense claims through paperless workflows, including on mobile, with reminders and delegation.
- Vergo approvals are optional and run before coded spend posts into Xledger.
Where should you go next?
- Xledger AP and expense features: what's included and what to add
- Vergo's Xledger integration
- Get started with Vergo
What Xledger includes
Invoice and purchasing approvals
Yes. Workflow & Approvals offers configurable routing by role, threshold and dimension, with escalations and audit logs. It covers bills, timesheets, expense reports, purchase orders, journal entries and payments.
Expense claim approvals
Yes. Managers review and approve expense claims through paperless workflows, including on mobile, with reminders and delegation. Per-diem rules and policy controls apply, and claims are tracked to payment.
Where Vergo fits with Xledger
Xledger's own workflow can keep governing the documents listed above. Vergo's approvals sit on the spend before it reaches Xledger. 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 Xledger, coded to your account, dimensions and project.
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 Xledger, with its receipt.
