Custom Fields are available in Vic.ai, this allows you to further customize your experience at the company level. This information may be internal only, or or may not transmit to your ERP. If you have questions, check with your admins or ask Vic.ai support.
If you would like Custom Fields added or removed, please contact us via in-app support or email email@example.com.
Each Custom Field:
Has a customizable name
Can’t be edited after post/transfer/export
Custom Field Entry Types
Free-form text like the "bill description" field
Drop-down list like "vendor" for pre-defined choices
Here are some common scenarios that companies are leveraging with this feature.
Internal Notes - Write notes to yourself or a colleague about a bill
Payment Method - How would the vendor like to be paid?
Payment Reference Number - For previously paid bills that only need coding, add a supporting reference number