How to submit a transaction for approval
Open the transaction you want to submit.
Complete the required coding — at minimum the Job, plus any Cost Code / Cost Type / GL fields your account requires.
Click Submit for Approval. The transaction moves to Needs Approval and the approver is notified.
Submitting is available to all roles. On mobile you can submit a transaction once it has cleared — you can't submit a Pending transaction from mobile.
Why is the Submit for Approval button greyed out?
It's almost always one of two things — not your role (every role can submit):
The transaction is still Pending
A transaction has to be cleared (settled) before it can be submitted. While it's Pending, the Submit button is unavailable — wait for it to clear, then submit. (Declined transactions, and ones already in Needs Approval or Approved, also won't show Submit.)
Required coding is missing
If a required field such as Job (or a required Cost Code/GL) is blank, Vergo won't allow submission. Complete all required coding and the button becomes active. If your account uses Custom Rules to auto-code, a transaction that didn't match a rule may need its coding completed manually.
Submitting multiple transactions at once
You can bulk-submit on the desktop web app: select multiple transactions and submit them together. Bulk submit isn't available on mobile.
💡 Tip: Custom Rules can auto-populate coding fields, making submission faster. If your team repeatedly enters the same Job or Cost Code by hand, ask your Vergo admin about setting up rules.