Types of notifications in Vergo
Approval notifications — sent to the designated approver when a transaction enters the Needs Approval state.
Reminder notifications — sent on a recurring schedule about items still waiting to be submitted or approved or transactions missing required information.
Other notifications — alerts for new transactions, manual reminder notifications, and bill pay approvals.
How Vergo notifications work
Notification settings are company-level, not per-user — they apply to everyone on the account, so a change affects all users. They're managed in Settings → Company. Each notification type can be delivered on up to three channels, each with its own checkbox: App, Text, and Email. Because settings are company-wide, there is no separate per-user preference.
Setting up approval notifications
Approval notifications are sent when a transaction reaches Needs Approval. To receive them:
The approver needs a valid email address (and a phone number, for Text) in their Vergo user profile.
The relevant channels are enabled for that notification type in Settings → Company.
Reminder frequency
In Settings → Company, the Reminder Frequency dropdown (for example, Weekly) controls how often Vergo reminds users about items that still need a required action, such as missing receipts or coding. Like all notification settings, this is company-level.
⚠️ Note — bulk reminders for unsubmitted expenses: a recurring bulk reminder on a custom cadence (every few days, weekly, bi-weekly, or monthly) can also be set up, but this is configured by Vergo support rather than self-serve. Contact support to set one up or change it.
Sending a one-time reminder
Open the transaction waiting in Needs Approval.
Click the Remind button.
The approver receives a notification prompting them to review the transaction.
Not receiving notifications
Confirm the approver's email address (and phone number, for Text) in their Vergo profile is correct.
Check that the channel is enabled for that notification type in Settings → Company — these are company-wide, so if a channel was turned off, it's off for everyone. A common cause of "notifications stopped" is the company-level Text setting being switched off.
Ask the approver to check spam or junk for emails from [email protected].
Confirm the approver is the current approver for that job — if a different user is the PM/approver, they receive the notification instead.
Weekly digest for Transactions
Vergo offers a weekly digest summarizing transaction activity. (A digest is available for Transactions; there isn't a separate Bills/AP digest at this time.)
Turning notifications on or off
In Settings → Company, check or uncheck the App, Text, and Email boxes for each notification type. Because settings are company-level, changes apply to everyone — there is no per-user opt-out.
💡 Best practice: keep at least one channel enabled for approval and reminder notifications so approvers see pending items quickly and your sync schedule stays on track.