How to automate expense management in Infor SyteLine

Key takeaways

• Infor documents that SyteLine ignores Company Credit Card lines when it creates vouchers from Expense Management reports.
• That leaves company card spend to reach the ledger another way, usually by hand from the statement.
• SyteLine codes spend to departments, jobs, projects with cost codes and service orders.
• Vergo proposes that coding from your history, texts for receipts and writes coded spend back through IDOs.

Where should you go next?

• Vergo's Infor SyteLine integration
• What expense management software integrates with Infor SyteLine?
• Get started with Vergo

How do you automate expense management in Infor SyteLine, step by step?

1. Enable access. Your IT team enables access through the Infor ION API Gateway once; Vergo then reads your account structure, jobs and work orders and writes coded spend into SyteLine through IDO create and update operations.
2. Connect your existing cards. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
3. Collect receipts by text. Buyers, maintenance leads and engineers reply with a photo; employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report.
4. Code to the manufacturing structure. Vergo proposes account, department and, where spend belongs to one, the job, project cost code or service order.
5. Write to SyteLine. Once the controller confirms, the coded transaction is written through IDOs, so job and project costs reflect it.

What coding does SyteLine expect on spend?

• Department: what Infor Expense Management calls a cost center.
• Expense type mapped to a GL account.
• Job order: spend on a job becomes a job material transaction.
• Project, task and cost code for project-based work.
• Service order for field service costs.

Why does company card spend fall through the gap?

Infor's design splits the work: Expense Management creates and approves reports, and SyteLine pays and accounts for them. Personal, cash advance and company card lines are skipped when SyteLine creates the reimbursement voucher, because the company already paid the card issuer. That is correct for reimbursement, but it means the plant's card spend still needs its own route into the ledger and onto jobs. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the account, department and job — not just the vendor name on the header.

A practical example

A machine shop on SyteLine has maintenance and purchasing cards across two plants. A maintenance lead buys a replacement spindle bearing and shop towels on one card. Once the receipt arrives by text, Vergo proposes the bearing to the customer job it was bought for, as with the last two bearing purchases, and the towels to plant supplies for the lead's department. The controller confirms, and job costs include the bearing that week rather than after the statement closes.

How Vergo handles this

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. In SyteLine, that history includes which jobs and service orders your team charged for similar parts, so plant spend is proposed to the job, not to overhead. 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.