Key takeaways
- Built in: approval workflows.
- Partly covered: bank feeds, AP automation and receipt capture.
- Not included: expense claim approvals.
- Not publicly documented: credit card feeds. Confirm with Microsoft.
- Vergo works with any card from any bank and posts coded spend into Navision.
Where should you go next?
- Does Navision have bank and credit card feeds?
- Does Navision have AP automation built in?
- Does Navision have receipt capture or a mobile expense app?
- Does Navision have approval workflows for invoices and expenses?
- Does Navision have built-in expense management?
- What are the best expense management add-ons for Navision?
- Vergo's Navision integration
- Get started with Vergo
Navision AP and expense capabilities at a glance
| Capability | In Navision? | What the documentation shows |
|---|---|---|
| Bank feeds | Partly | NAV imports bank statement files into bank reconciliation and the payment reconciliation journal, using Microsoft's bank data conversion service (an external provider you sign up with) to convert bank files. |
| Credit card feeds | Not publicly documented | Not in Navision's public documentation; confirm with Microsoft. |
| AP automation (invoice capture and processing) | Partly | Incoming Documents can send PDF or image vendor invoices to an external OCR service, which returns e-documents that become purchase invoices. |
| Receipt capture and mobile expenses | Partly | On a tablet or phone, a user can photograph a document to create an Incoming Document record and send it to the OCR service, and an expense receipt can become a general journal line. However, NAV has no dedicated employee expense app. |
| Expense claim approvals | No | The NAV 2018 procedure for employee expenses has accounting staff post each expense in a general journal against the employee's account and reimburse it through the payment journal. It describes no employee submission or expense-report approval step. |
| Approval workflows (invoices, POs, payments) | Yes | NAV has built-in configurable approval workflows (Send Approval Request, approver hierarchy, delegation and overdue notifications). |
What to budget for
- Bank feeds (partly): corporate card feed / card reconciliation tool and bank feed connector.
- Credit card feeds (not publicly documented): confirm with Microsoft before you rely on it.
- AP automation (invoice capture and processing) (partly): AP automation / invoice capture (OCR).
- Receipt capture and mobile expenses (partly): expense management app and AP automation / invoice capture (OCR).
- Expense claim approvals (no): expense management app.
Add-ons Navision teams commonly consider
- Expense management app
- Corporate card feed / card reconciliation tool
- AP automation / invoice capture (OCR)
- Bank feed connector
Where Vergo fits with Navision
Vergo integrates with Navision and posts coded card spend into it; for Navision, 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 G/L account and dimension values, 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 Navision
Typical users: Mid-sized distributors, manufacturers and service firms that implemented NAV through a Microsoft partner, often with partner add-ons. Deployment: on-prem (customer or partner hosted). Status: Dynamics NAV is the former name of the product line now sold as Dynamics 365 Business Central. NAV 2018, the last NAV release, left mainstream support on 11 Jan 2023 and reaches end of extended support on 12 Jan 2028.
Frequently Asked Questions
Which Navision capabilities need an add-on?
Per Microsoft's documentation, bank feeds, AP automation, receipt capture and expense claim approvals are partial or missing, and credit card feeds are not publicly documented.
Does Vergo replace Navision?
No. Navision stays your ledger. Vergo integrates with Navision 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 Microsoft's public documentation on September 30, 2026.
