Getting Started / User Training
Collection of resources for those new to Vic.ai!
By Caryn and 2 others3 authors18 articles
Getting Started & Training VideosCollection of Vic.ai Videos
Logging In and Selecting CompaniesHow to select the desired company
Uploading & Emailing Invoices into Vic.aiIngest Supported File Types into Vic.ai
Views: Sort & Filter to Precisely SearchControl exactly which invoices you see with Sort and Filter options
Confidence Icons and AI PredictionsUnderstand confidence icons, prediction tables, and navigate AI predictions
Reconciliation: Invoice Date, Payment Terms, & Due DateHow dates and payment terms operate within Vic.ai
Keyboard ShortcutsReference and master keyboard shortcuts
Line Items, GL Accounts, & DimensionsEverything you need to know about how to train the AI on your unique coding.
Transferring InvoicesWhat does transferring an invoice in Vic.ai do?
Deleting InvoicesHow to delete invoices in Vic.ai
Posting Invoices from Vic.aiHow to post invoices into your connected system
Exporting Invoices from Vic.aiFor companies that are not connected via API, data is exported.
Sync: Automatic and On-demandHow does information sync into Vic.ai from connected systems?
Avoiding Arbitrary EditsAvoid negative impacts to your AI
Approving & Rejecting InvoicesHow to approve invoices in Vic.ai
Approving Invoices on the Vic.ai Mobile AppHow to approve invoices using the Vic.ai Mobile App
Help and SupportNow that you're all set-up in Vic.ai, you can reach out for support at anytime
FAQ: You have Questions, Vic.ai has AnswersAnswers to our most common questions