Edit GL account on an invoice:
Go to the invoice group posting level.
Making edits at the group posting level will apply to all lines in the grouping.
Edits at the expense line level only apply to that individual line.
Enter into the GL Account field.
Up to three predictions are made by Vic.ai. Select the relevant GL account from the typeahead menu. Note: Start typing the name or account number to find an account quickly.
Press the “Escape” key to take you back up a level.
Insert and Delete line items:
Insert a line item: Use the keyboard shortcut letter “i” or click on the plus sign.
Delete a line item: Use the keyboard shortcut letter “d” or click the red “X.”
Inserting a line item will copy the coding of the selected line item
You can allocate costs to each GL account as desired. Costs can be split between multiple GL accounts.
Adding/Editing/Deleting GL account entries:
GL accounts are maintained by your connected system and need to be added, edited, or deleted there. Following modifications, you can use the Sync button in Vic.ai to refresh the revised GL accounts.
