We know how important it can be to see vendor account information, as well as previous examples of processed bills. This is why Vic.ai has the Vendor Information Card.
Contents:
Access the Vendor Information Card:
Keyboard shortcut for selected vendor: 'control + i'
Click the 'i' icon next to a vendor name
Information on a Vendor Information Card:
Address
Account Number (integration-dependent)
Payment Method (integration-dependent)
Summary of five most recent invoices
View Recent Invoices: Clicking this link will open a new Vic.ai browser tab pre-filtered for all invoices from this vendor.
Vendor Information Mapping
The chart below shows the Vic.ai vendor information fields and the fields they sync with in the respective connected system.
Vic.ai Field | QBO | Sage Intacct | Bill.com |
Address | Address fields | Address fields | Address fields |
Account Number | not available | Vendor Account Number | Account Number |
Payment Gateway | "Check" field has info | Preferred Payment Method | Will show type if "check" |