Updates
Stay on top of pending transactions, split expenses on mobile, and control access with new admin settings
See Pending Status on Mobile
Easily identify if a transaction is still pending — right from your phone.
Split Transactions on Mobile
Quickly divide transactions into multiple line items while on the go.
Purchase Notification Improvement
Notifications now trigger accurately at the time of purchase.
Mark as Paid with Credit Card in Spectrum
Transactions now sync and mark as paid with Spectrum using credit card accounts payments module.
Admin-Only Business Settings
Advanced Business Settings are now restricted to Admins for tighter control.
Smarter Syncing & Invoice Controls Now Live
Image Write to Vista
Automatically write back invoice images to Viewpoint Vista for seamless documentation and audit readiness.
Service Code Auto-Sync
Service codes now sync automatically to reduce manual entry.
PM Auto-Approval
Project Managers can now auto-approve invoices in Foundation, speeding up workflows.
Auto-Match Vendor from Invoice
Vendor names are now intelligently matched from invoice data for faster processing.
Unapprove Approved Invoices
Need to make a change? Previously approved invoices can now be unapproved when needed.
User Experience Updates
See Final Approver of an Invoice
Approval screen now shows the name of the person who was last to approve each invoice for clearer audit tracking.
Improved Column View Saving
Your selected column layout now stays saved across sessions for a more consistent experience.
Filter by Card Nickname
Easily filter the Transaction Dashboard using card nicknames for quicker lookup.
Send Job to Invoice Header (Foundation)
Job information now populates in the invoice header when syncing to Foundation.
Missing GL Account Indicator
Transactions missing GL account codes now surface clearly for faster reconciliation.
Rules & Automations
Rules & Automations
Introduced customizable rules and automation capabilities to streamline repetitive tasks and improve consistency.
Choose Any GL Account Date
You can now select any date when assigning a GL account—offering more flexibility for backdating or correcting entries.
Due Date Picker Input Update
Enhanced the due date picker for more accurate and user-friendly input when setting invoice deadlines.
Multiple Profile Roles, Search by Invoice Number, Advanced Filtering
Vista Syncing
Improved syncing process for sending data from Vergo to Vista with greater reliability.
Send Units to Foundation
Line item units now sync properly to Foundation, ensuring complete invoice detail.
Discount Date & Discount Amount for Foundation
Now includes discount date and amount when exporting to Foundation for better AP visibility.
Payment Type Prepaid CC Foundation Sync
Prepaid credit card payment types now sync correctly with Foundation’s format.
Scan Invoice Link for Foundation
Each synced invoice includes a direct link to its scan for faster reference in Foundation.
Modify Header Memo
You can now edit the header memo field to better customize invoice information.
Filter by Rejected Invoices
Easily filter transactions to only show rejected invoices for review or reprocessing.
Invoice Number Validation when Syncing
Added checks to prevent syncing invoices with missing or duplicate numbers.
Vendor Terms for Foundation
Vendor payment terms now sync to Foundation to maintain contract accuracy.
Add Multiple Roles to a Profile
Users can now be assigned multiple roles for more flexible access control.
Multi Cancel Rejected Invoices
Cancel several rejected invoices at once, saving time on bulk cleanup.
Search by Invoice Number
Quickly locate invoices using their number via a new global search field.
Show Roles and Values of Profile
User profiles now display assigned roles and values for easier permission management.