Vic.ai allows you to define Bill.com approvers and attach a note, as well as see the status and notes of the approval flow in Bill.com. The Bill.com approval flow is remembered on a per-vendor basis based upon the last posted invoice. There are two ways to set Bill.com approvers.
Option #1: Define Approvers in Vic.ai
Navigate to the Bill.com column and press "ENTER" on your keyboard, which will open up the Approval flow modal.
Here you can do two things.
Write a note to the Approvers
Define the Approver workflow
Select the approver(s) and approval group(s), and if you wish to clear the current flow, click the "clear" button.
Please note: if there is a conflict with the set approvers and Bill.com rules, Bill.com will not add additional approval layers.
Option #2: Define No Approvers
You can choose to post a bill with no approvers defined.
In this case, Bill.com workflows and logic will apply once the bill is posted to Bill.com.