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

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

October 1, 2026

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Key takeaways

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

Where should you go next?

Epicor Eclipse AP and expense capabilities at a glance

Capability	In Epicor Eclipse?	What the documentation shows
Bank feeds	Not publicly documented	Not in Epicor Eclipse's public documentation; confirm with Epicor.
Credit card feeds	Not publicly documented	Not in Epicor Eclipse's public documentation; confirm with Epicor.
AP automation (invoice capture and processing)	Partly	Eclipse includes a Purchase Order Variance Queue and EDI-created payables; invoice capture, OCR and approval routing come from Epicor ECM AP Automation, a separately sold product, with ECM DocStorage for Eclipse and a premium Accounts Payable API for external AP tools.
Receipt capture and mobile expenses	Not publicly documented	Not in Epicor Eclipse's public documentation; confirm with Epicor.
Expense claim approvals	Not publicly documented	Not in Epicor Eclipse's public documentation; confirm with Epicor.
Approval workflows (invoices, POs, payments)	Partly	Configurable document approval routing is described for Epicor ECM (separate product) rather than Eclipse itself; Eclipse's own PO or invoice approval features are not documented publicly.

What to budget for

Bank feeds (not publicly documented): confirm with Epicor before you rely on it.
Credit card feeds (not publicly documented): confirm with Epicor before you rely on it.
AP automation (invoice capture and processing) (partly): AP invoice capture and approval.
Receipt capture and mobile expenses (not publicly documented): confirm with Epicor before you rely on it.
Expense claim approvals (not publicly documented): confirm with Epicor before you rely on it.
Approval workflows (invoices, POs, payments) (partly): AP invoice capture and approval.

Add-ons Epicor Eclipse teams commonly consider

AP invoice capture and approval
Document management
Expense management with card feeds
Bank reconciliation automation

Where Vergo fits with Epicor Eclipse

Vergo integrates with Epicor Eclipse and posts coded card spend into it; for Epicor Eclipse, 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 branch and GL account, 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 or by amount — or skip approval flows entirely and let policy flags catch only what breaks a rule.

About Epicor Eclipse

Typical users: Electrical, plumbing, HVAC and PVF wholesale distributors. Deployment: cloud and on-prem.

Frequently Asked Questions

Which Epicor Eclipse capabilities need an add-on?

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

Does Vergo replace Epicor Eclipse?

No. Epicor Eclipse stays your ledger. Vergo integrates with Epicor Eclipse 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 Eclipse AP and expense features: what's included and what you'll need to add

Key takeaways

Where should you go next?

Epicor Eclipse AP and expense capabilities at a glance

What to budget for

Add-ons Epicor Eclipse teams commonly consider

Where Vergo fits with Epicor Eclipse

About Epicor Eclipse

Frequently Asked Questions

Which Epicor Eclipse capabilities need an add-on?

Does Vergo replace Epicor Eclipse?

Do we need new cards?

How current is this?

Expense & invoice automation for your ERP

Platform

Company

Resources

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

Key takeaways

Where should you go next?

Epicor Eclipse AP and expense capabilities at a glance

What to budget for

Add-ons Epicor Eclipse teams commonly consider

Where Vergo fits with Epicor Eclipse

About Epicor Eclipse

Frequently Asked Questions

Which Epicor Eclipse capabilities need an add-on?

Does Vergo replace Epicor Eclipse?

Do we need new cards?

How current is this?

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