Getting Started / User Training
Collection of resources for those new to Vic.ai!
22 articles

Written by Ryan Goetz, Caryn Englishbee and Michael Gates


Getting Started & Training Videos
Collection of Vic.ai Videos
Written by Ryan Goetz. Updated over a week ago
Logging In and Selecting Companies
How to select the desired companyWritten by Caryn Englishbee. Updated over a week ago
Uploading & Emailing Invoices into Vic.ai
Ingest Supported File Types into Vic.aiWritten by Caryn Englishbee. Updated over a week ago
Views
Control exactly which invoices you see with Sort and Filter optionsWritten by Caryn Englishbee. Updated over a week ago
Confidence Icons and AI Predictions
Understand confidence icons, prediction tables, and navigate AI predictionsWritten by Caryn Englishbee. Updated over a week ago
Reconciliation: Invoice Date, Payment Terms, & Due Date
How dates and payment terms operate within Vic.ai
Written by Ryan Goetz. Updated over a week ago
Keyboard Shortcuts
Reference and master keyboard shortcuts
Written by Ryan Goetz. Updated over a week ago
Selecting Invoices for Processing
How to select and edit invoicesWritten by Caryn Englishbee. Updated over a week ago
Add a New Vendor
How to create a vendor within Vic.ai
Written by Ryan Goetz. Updated over a week ago
GL Posting
What information posts for GL account and line items into your connected system
Written by Michael Gates. Updated over a week ago
Editing GL Accounts
How to manage GL Accounts and edit them within Vic.ai
Written by Michael Gates. Updated over a week ago
Transferring Invoices
What does transferring an invoice in Vic.ai do?Written by Caryn Englishbee. Updated over a week ago
Deleting Invoices
How to delete invoices in Vic.ai
Written by Michael Gates. Updated over a week ago
Posting Invoices from Vic.ai
How to post invoices into your connected system
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.
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?
Written by Ryan Goetz. Updated over a week ago
Avoiding Arbitrary Edits
Avoid negative impacts to your AI
Written by Ryan Goetz. Updated over a week ago
Approving & Rejecting Invoices
How to approve invoices in Vic.ai
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 AppWritten by Caryn Englishbee. Updated this week
Note to Bill.com Approvers
When using Bill.com Approvals you can leave notes to approvers
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 anytimeWritten by Caryn Englishbee. Updated over a week ago
FAQ: You have Questions, Vic.ai has Answers
Answers to our most common questions
Written by Ryan Goetz. Updated over a week ago