Getting Started / User Training
Collection of resources for those new to Vic.ai!
By Ryan Goetz1 author19 articles
- Getting Started & Training VideosCollection of Vic.ai Videos
- Logging In and Selecting CompaniesHow to select the desired company
- Uploading, Emailing, EDI, & API Ingestion of 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 Date, & GL DateHow dates and payment terms operate within Vic.ai
- Keyboard ShortcutsReference and master keyboard shortcuts
- Expense Lines, GL Accounts, & DimensionsEverything you need to know about how to train the AI on your unique coding.
- Editing GL AccountsHow to manage GL Accounts and edit them within Vic.ai
- Transferring InvoicesWhat does transferring an invoice in Vic.ai do?
- Deleting InvoicesHow to delete, search, and restore deleted 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 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
- DashboardA dashboard with more performance metrics!