Approvals
The main page of the Approvals screen, here you will see all invoices for the company selected that await your approval.
Note: Approver access is required to access this part of the app.
Actions On Page:
Scroll down: See more bills
Right-swipe a bill: Approve a bill
Left-swipe a bill: Reject a bill
Drag down: Refresh bills awaiting your approval for a client
Tap Bill: Learn more and go to the Approval Context page for the bill selected
Long Press on a bill: Reassign / Unassign your approval responsibility for this specific bill.
Tap View: Select between a default or custom View, click 'Change Controls' to further define the Invoices you're viewing
Approval Context
Find more information about this bill, compare it to previous bills from this vendor, and see the approval history.
Actions On Page:
Tap Details: Visit the Approval Details page and make changes to the bill itself
Tap Compare Documents: Visit Compare Documents page for the two bills
Left & Right-swipe: Navigate other bills from this vendor and the approval history
Reject / Approve Bill: Buttons at bottom of screen
Bill Coding
Previous Bills from Vendor
Approval History
Compare Documents
Here you'll see the bill you're approving on top, and the bill you're comparing it to on the bottom.
Actions On Page:
Left & Right swipe: Navigate between different pages of a bill
Pinch In & Out: Zoom in/out on a bill
Approval Details
See and update coding in detail for this bill, as well as adding new line items.
Actions On Page:
Drag Invoice Slider: Adjust size of invoice image
Update Bill Coding: Tap on a field to update data
Add Line Item: Add brand new information to a bill
Reject / Approve Bill: Buttons at bottom of screen
Views
Switch from viewing invoices ready for your approval to all invoices that include you in a current, upcoming, or completed approval step.
Default & Custom Views
Further refine the invoices you're seeing by changing the Sort options by tapping 'Change Controls'.
Sort and Filter Options
Filter Options
Make sure to switch between the three types of data you can filter by, which are Status, Invoice, and Line Item.
When done, tap the left arrow to apply the different options selected.
Approvals: App Notifications
You can receive a push notification on your phone for every invoice awaiting your approval.
These summaries include the:
Amount
Currency
Vendor
Company
Due Date
Enabling Notifications
When logging into the app for the first time, you'll be prompted to allow Notifications for the Vic.ai application. If you skip the step at this time, you'll need to enter your phone's permissions to allow notification for the Vic.ai app.
Pro-tip: Alternatively, if you can't find these settings in your phone, you can uninstall and then reinstall the Vic.ai application to trigger the prompt again.
If you wish to disable the app notification, you can visit your Profile page, and toggle the App Notification Per Invoice section.
When App Notification Per Invoice is ON: A push notification is sent to you whenever an invoice going through the approval process awaits your review.
Badges
For iOS users, you’ll also see a handy badge count on the app, indicating how many Approvals are waiting for you!