For accountants, there are multiple methods to ingest invoices into Vic.ai, whether scanning via the mobile app, direct uploads, or emailing documents into your companies unique email address. We'll walk you through the web browser methods below.
Log in and navigate to the Invoices tab.
Click the Action Button - the green button in the bottom-left of the app.
Click the Upload button to access the Upload menu.
Direct File Upload (Method #1)
Drag and drop files directly onto the Upload menu.
Click Browse in order to select file(s) from your computer.
You will see a check mark when a file has been uploaded successfully.
Click Cancel (the red X) to close the menu.
Your page will automatically update with the freshly ingested invoices, if they match your View criteria.
Email Ingestion (Method #2)
Each company has a unique email address to receive files.
Click the name to open a prefilled email in your default email application and attach the files to it.
Click the icon to the right of the email address to copy it to your clipboard.
Supported File Types: ✅
Image files (PNG, JPEG, etc). Image files have to meet a certain size. Very small image items are assumed to be logos and are not ingested into Vic.
Doc, Docx (Word family)
Not Supported File Types (not exhaustive): ❌
Excel or other spreadsheets
Html emails (invoice is typed text in the email body)
Very small image files (assumed to be logos)
Rich text such as .rtf
Text-only such as .txt
Very large files
Unsupported file types, as well as any others that cause an error, will appear in the Attachments tab of Vic.ai. If there are new errored documents, you'll see the number of errored files as a bubble on the Attachments tab. Each attachment will count towards this number for 24 hours, although the attachment stays accessible indefinitely until removed.
Very Large or Dense Files
If this happens, we recommend removing unnecessary pages and uploading just the necessary invoice pages. Attach supporting documentation directly as needed in the ERP.
Video: Invoice Ingestion
Watch the video below to learn how to get invoices into Vic.ai.