Transactions, Receipts, and Coding
Troubleshoot missing, duplicate, declined, or stuck transactions — and get help uploading, matching, and fixing receipts.
10 articles
- My transaction isn't showing up — what do I do?If a charge you made isn't visible in Vergo, it's usually because the transaction hasn't posted at the bank yet, or there's a sync or mapping issue. This guide walks…
- Why is my transaction stuck in Pending or Needs Approval?Transactions can appear frozen in Pending (waiting on the bank) or Needs Approval (waiting on a reviewer). This article explains what each state means and what you can do.
- Why was my transaction declined?A declined transaction in Vergo doesn't always mean the charge was rejected at the point of sale. This article explains what declined means within Vergo, why it happens, and what…
- Duplicate transactions — why they happen and how to fix themSeeing the same transaction twice in Vergo is confusing but usually has a straightforward cause. This article explains the most common triggers and how to clean them up.
- How to submit a transaction for approval (and why the button may be greyed out)Submitting transactions for approval is a core step in Vergo's workflow. If the Submit for Approval button isn't working or appears greyed out, there's usually a specific reason — and…
- Split transactions — how they work and common issuesSplitting a transaction lets you allocate a single charge across multiple jobs, cost codes, or GL accounts. This article covers how to split transactions and what to do when a…
- Why is my transaction amount different from my receipt?An amount can differ from your receipt while a charge is still pending. Authorization vs. settlement, tips and pre-auth holds, and when it resolves.
- Receipts — uploading, matching, and fixing receipt issuesHow to upload, match, unmatch, and fix receipts — why a change won't save, locked Reported transactions, and disappearing or duplicate receipts.
- Phase codes and cost codes not populating — troubleshooting guideWhen phase codes, cost codes, GL accounts, or equipment codes don't appear or auto-populate on transactions, it's usually a configuration issue with your ERP connection, rules, or account setup.
- How to understand and resolve a sync errorSync errors occur when Vergo is unable to send approved transactions to your accounting system (Foundation, Vista, etc.). This guide explains common error types and how to resolve them.