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.
Please note, if bill.com has approval requirements that are not met by a bill posted from Vic.ai, the bill.com system appears to choose the last set of approvers used. In this occurrence, a third party system behavior, please contact bill.com for support.