Epicor BisTrack AP and expense features: what's included and what you'll need to add

Epicor BisTrack covers bank feeds, AP automation, receipt capture, expense claim approvals and approval workflows only in part. Its public documentation does not confirm credit card feeds, so confirm those with Epicor. Common add-ons to budget for: AP automation / invoice capture, expense management app and corporate card program with ERP sync. Vergo adds any-card expense management coded to your Epicor BisTrack structure.

October 1, 2026

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Key takeaways

None of the six capabilities is fully built in to Epicor BisTrack.
Partly covered: bank feeds, AP automation, receipt capture, expense claim approvals and approval workflows.
Not publicly documented: credit card feeds. Confirm with Epicor.
Vergo works with any card from any bank and posts coded spend into Epicor BisTrack.

Where should you go next?

Epicor BisTrack AP and expense capabilities at a glance

Capability	In Epicor BisTrack?	What the documentation shows
Bank feeds	Partly	BisTrack's financial tools page mentions cash matching and reconciliation within the system (in its AR section) but does not describe a live bank feed or bank statement import.
Credit card feeds	Not publicly documented	Not in Epicor BisTrack's public documentation; confirm with Epicor.
AP automation (invoice capture and processing)	Partly	Native BisTrack AP does three-way matching of invoice, receipt and PO before payment, with configurable holds and workflows for approvals and exceptions.
Receipt capture and mobile expenses	Partly	The Epicor Time and Expense Management mobile apps for the separate Epicor Financials product let users photograph receipts and attach them to expense reports. However, there is no receipt capture in BisTrack itself (its mobile apps are warehouse apps).
Expense claim approvals	Partly	Employee expenses and advances, plus mobile expense reports with approval, live in the separate Epicor Financials product and its Time and Expense Management apps. However, this is not documented in BisTrack itself.
Approval workflows (invoices, POs, payments)	Partly	BisTrack has configurable holds and workflows to control AP approvals and exceptions.

What to budget for

Bank feeds (partly): bank feed or bank statement connector.
Credit card feeds (not publicly documented): confirm with Epicor before you rely on it.
AP automation (invoice capture and processing) (partly): AP automation / invoice capture.
Receipt capture and mobile expenses (partly): expense management app.
Expense claim approvals (partly): expense management app.
Approval workflows (invoices, POs, payments) (partly): AP automation / invoice capture.

Add-ons Epicor BisTrack teams commonly consider

AP automation / invoice capture
Expense management app
Corporate card program with ERP sync
Bank feed or bank statement connector

Where Vergo fits with Epicor BisTrack

Vergo integrates with Epicor BisTrack and posts coded card spend into it; for Epicor BisTrack, the live integration covers expense management. It works with any card from any bank — connecting your existing cards involves no card applications, no re-issuing and no banking change. Employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the GL account, branch and job, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. 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.

About Epicor BisTrack

Typical users: Lumber, building materials and hardware dealers and distributors (pro dealers, truss, millwork, roofing/siding), often multi-branch. Deployment: cloud or on-prem (Epicor-hosted BisTrack in the Cloud on Microsoft Azure, or customer-hosted on-premises).

Frequently Asked Questions

Which Epicor BisTrack capabilities need an add-on?

Per Epicor's documentation, bank feeds, AP automation, receipt capture, expense claim approvals and approval workflows are partial or missing, and credit card feeds are not publicly documented.

Does Vergo replace Epicor BisTrack?

No. Epicor BisTrack stays your ledger. Vergo integrates with Epicor BisTrack and posts coded entries into it.

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.

How current is this?

Each answer was checked against Epicor's public documentation on September 30, 2026.

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Expense & invoice automation for your ERP

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Epicor BisTrack AP and expense features: what's included and what you'll need to add

Key takeaways

Where should you go next?

Epicor BisTrack AP and expense capabilities at a glance

What to budget for

Add-ons Epicor BisTrack teams commonly consider

Where Vergo fits with Epicor BisTrack

About Epicor BisTrack

Frequently Asked Questions

Which Epicor BisTrack capabilities need an add-on?

Does Vergo replace Epicor BisTrack?

Do we need new cards?

How current is this?

Expense & invoice automation for your ERP

Platform

Company

Resources

Epicor BisTrack AP and expense features: what's included and what you'll need to add

Key takeaways

Where should you go next?

Epicor BisTrack AP and expense capabilities at a glance

What to budget for

Add-ons Epicor BisTrack teams commonly consider

Where Vergo fits with Epicor BisTrack

About Epicor BisTrack

Frequently Asked Questions

Which Epicor BisTrack capabilities need an add-on?

Does Vergo replace Epicor BisTrack?

Do we need new cards?

How current is this?

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