Vic.ai

How Vic.ai enables Allocations defined in your ERP

Allocations

IBAN (International Bank Account Number)

Learn how duplicates are detected and quickly found for remediation.

Duplicate Detection

Predicted Total Amount

Account Setup/Password Reset

Further customize Vic.ai at the client level.

Custom Fields

All changes are tracked and recorded for every invoice in Vic.ai

Audit Log

Currency

Everything you need to know to leverage your Group of Companies setup in Vic.ai

Group Of Companies (GOC)

Customize your Vic.ai experience with a picture

Profile Photo

All the different notifications that may be sent to you

Vic.ai Notifications

Vendor Credits

How to define bill.com approvers within Vic.ai

Bill.com approvers

When using Bill.com Approvals you can leave notes to approvers

Note to Bill.com Approvers

Allow for editing of a rejected bill within Vic.ai before reposting

Unposting Rejected bills from bill.com

A compilation of all Product Release Notes

Product Release Archive

Add a New Vendor

Bill of Lading (BOL)

How Payment Terms are sourced from vendor masterdata

Payment Terms

The various ways that Vic.ai handles taxes

Tax Handling

The attached PDF details the end-to-end process for enabling SSO

Enabling SSO

Your complete view of every support issue, in one place.

Support Ticket Portal — User Guide

A list of days with reduced or no live agent availability

Vic Support Availability - 2026 Holidays

Ryan Goetz

Christian

Learn how more complex parts of Vic.ai work

Advanced Functionality

Website

Return to Application

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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