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Getting Started / User Training

Getting Started / User Training

Collection of resources for those new to Vic.ai!

22 articles
Ryan Goetz avatarCaryn Englishbee avatarMichael Gates avatar
Written by Ryan Goetz, Caryn Englishbee and Michael Gates

Getting Started & Training Videos

Collection of Vic.ai Videos
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Logging In and Selecting Companies

How to select the desired company
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Uploading & Emailing Invoices into Vic.ai

Ingest Supported File Types into Vic.ai
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Views

Control exactly which invoices you see with Sort and Filter options
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Confidence Icons and AI Predictions

Understand confidence icons, prediction tables, and navigate AI predictions
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Reconciliation: Invoice Date, Payment Terms, & Due Date

How dates and payment terms operate within Vic.ai
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Keyboard Shortcuts

Reference and master keyboard shortcuts
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Selecting Invoices for Processing

How to select and edit invoices
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Add a New Vendor

How to create a vendor within Vic.ai
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

GL Posting

What information posts for GL account and line items into your connected system
Michael Gates avatar
Written by Michael Gates. Updated over a week ago

Editing GL Accounts

How to manage GL Accounts and edit them within Vic.ai
Michael Gates avatar
Written by Michael Gates. Updated over a week ago

Transferring Invoices

What does transferring an invoice in Vic.ai do?
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

Deleting Invoices

How to delete invoices in Vic.ai
Michael Gates avatar
Written by Michael Gates. Updated over a week ago

Posting Invoices from Vic.ai

How to post invoices into your connected system
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Exporting Invoices from Vic.ai

For companies that are not connected via API, data is exported.
Michael Gates avatar
Written by Michael Gates. Updated over a week ago

Sync Action: Automatic and On-demand

How does information sync into Vic.ai from connected systems?
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Avoiding Arbitrary Edits

Avoid negative impacts to your AI
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Approving & Rejecting Invoices

How to approve invoices in Vic.ai
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Approving Invoices on the Vic.ai Mobile App

How to approve invoices using the Vic.ai Mobile App
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated this week

Note to Bill.com Approvers

When using Bill.com Approvals you can leave notes to approvers
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago

Help and Support

Now that you're all set-up in Vic.ai, you can reach out for support at anytime
Caryn Englishbee avatar
Written by Caryn Englishbee. Updated over a week ago

FAQ: You have Questions, Vic.ai has Answers

Answers to our most common questions
Ryan Goetz avatar
Written by Ryan Goetz. Updated over a week ago