# Vic.ai Help Center

> Learn how to use Vic.ai with Articles, Walkthroughs, and Videos

## Getting Started / User Training

- [Getting Started & Training Videos](https://help.vic.ai/en/articles/5416861-getting-started-training-videos.md): Collection of Vic.ai Videos
- [Uploading, Emailing, EDI, & API Ingestion of Invoices into Vic.ai](https://help.vic.ai/en/articles/5071514-uploading-emailing-edi-api-ingestion-of-invoices-into-vic-ai.md): Ingest Supported File Types into Vic.ai
- [Views: Sort & Filter to Precisely Search](https://help.vic.ai/en/articles/5554596-views-sort-filter-to-precisely-search.md): Control exactly which invoices you see with Sort and Filter options
- [Confidence Icons and AI Predictions](https://help.vic.ai/en/articles/3811499-confidence-icons-and-ai-predictions.md): Understand confidence icons, prediction tables, and navigate AI predictions
- [Reconciliation: Invoice Date, Payment Terms, Due Date, & GL Date](https://help.vic.ai/en/articles/4645545-reconciliation-invoice-date-payment-terms-due-date-gl-date.md): How dates and payment terms operate within Vic.ai
- [Keyboard Shortcuts](https://help.vic.ai/en/articles/2294268-keyboard-shortcuts.md): Reference and master keyboard shortcuts
- [Expense Lines, GL Accounts, & Dimensions](https://help.vic.ai/en/articles/5071632-expense-lines-gl-accounts-dimensions.md): Everything you need to know about how to train the AI on your unique coding.
- [Editing GL Accounts](https://help.vic.ai/en/articles/5071625-editing-gl-accounts.md): How to manage GL Accounts and edit them within Vic.ai
- [Transferring Invoices](https://help.vic.ai/en/articles/5071661-transferring-invoices.md): What does transferring an invoice in Vic.ai do?
- [Deleting Invoices](https://help.vic.ai/en/articles/5071664-deleting-invoices.md): How to delete, search, and restore deleted invoices in Vic.ai
- [Posting Invoices from Vic.ai](https://help.vic.ai/en/articles/5071666-posting-invoices-from-vic-ai.md): How to post invoices into your connected system
- [Exporting Invoices from Vic.ai](https://help.vic.ai/en/articles/5071673-exporting-invoices-from-vic-ai.md): For companies that are not connected via API, data is exported.
- [Sync: Automatic and On-demand](https://help.vic.ai/en/articles/5071683-sync-automatic-and-on-demand.md): How does information sync into Vic.ai from connected systems?
- [Avoiding Arbitrary Edits](https://help.vic.ai/en/articles/5163189-avoiding-arbitrary-edits.md): Avoid negative impacts to your AI
- [Approving Invoices on the Vic.ai Mobile App](https://help.vic.ai/en/articles/5071708-approving-invoices-on-the-vic-ai-mobile-app.md): How to approve invoices using the Vic.ai Mobile App
- [Help and Support](https://help.vic.ai/en/articles/5071879-help-and-support.md): Now that you're all set-up in Vic.ai, you can reach out for support at anytime
- [FAQ: You have Questions, Vic.ai has Answers](https://help.vic.ai/en/articles/3720674-faq-you-have-questions-vic-ai-has-answers.md): Answers to our most common questions
- [Dashboard](https://help.vic.ai/en/articles/11181203-dashboard.md): A dashboard with more performance metrics!

## Invoice Management

- [Vendor \(predictions, I-icon, and more\)](https://help.vic.ai/en/articles/5158749-vendor-predictions-i-icon-and-more.md): How vendors are predicted, I-icon, recent bill summary, and all vendor history
- [Approval Column](https://help.vic.ai/en/articles/6329190-approval-column.md): Explanation of Expense Approval Status icons
- [Adding & Editing Data](https://help.vic.ai/en/articles/2294266-adding-editing-data.md): Select between predictions and modify values
- [Amount Fields: Updates & Math in Cell](https://help.vic.ai/en/articles/3311455-amount-fields-updates-math-in-cell.md): Modifying Total and Group Posting amounts and math formulas in amount cell
- [Document/Image Viewer](https://help.vic.ai/en/articles/2294263-document-image-viewer.md): How to view invoices in Vic.ai through the document viewer and toggle features
- [Status Icons](https://help.vic.ai/en/articles/4949297-status-icons.md): Explaining Status icons, asynchronous post & transfer, and audit logs in the Status Column.
- [Combining invoices through the Combine Tool](https://help.vic.ai/en/articles/4471656-combining-invoices-through-the-combine-tool.md): Merge supporting documentation into a single invoice
- [Split invoices with the Split Tool](https://help.vic.ai/en/articles/2587501-split-invoices-with-the-split-tool.md): Split a single file into multiple invoices
- [Common Posting Errors](https://help.vic.ai/en/articles/9261465-common-posting-errors.md): FAQ of commonly-seen errors, with the error messaging, context, and suggested remediation by integration.
- [Bill and Item Description](https://help.vic.ai/en/articles/13744905-bill-and-item-description.md): How the AI will predict the bill and item description for you
- [Invoice Processing Warning & Reprocess](https://help.vic.ai/en/articles/13917808-invoice-processing-warning-reprocess.md): What the ! means next to an invoice
- [Supporting Attachments](https://help.vic.ai/en/articles/15197736-supporting-attachments.md): How you can additional attachments to the invoice document

## Vic.ai Autonomous Approval Flows

- [Autonomous Approval Flows Set-up and Walkthrough](https://help.vic.ai/en/articles/4936540-autonomous-approval-flows-set-up-and-walkthrough.md): Best Practices and a Guide as you craft your Autonomous Approval Flows
- [Autonomous Approvals Sample Matrix & Video Walkthrough](https://help.vic.ai/en/articles/4988668-autonomous-approvals-sample-matrix-video-walkthrough.md): Learn how to convert your approval matrix to a few simple Approval flows!
- [Vic.ai Approval Methods](https://help.vic.ai/en/articles/4785120-vic-ai-approval-methods.md): How to use and define approval processes with Vic.ai
- [Approval History](https://help.vic.ai/en/articles/4760011-approval-history.md): See who approved what, when, along with any comments
- [Approver Out-of-Office Mode](https://help.vic.ai/en/articles/9278758-approver-out-of-office-mode.md): Whenever you're out of office, delegate your Approvals to a colleague!
- [Approving & Rejecting Expense Invoices](https://help.vic.ai/en/articles/5071648-approving-rejecting-expense-invoices.md): How to approve invoices in Vic.ai

## Vic.ai Autopilot & AI

- [Autopilot](https://help.vic.ai/en/articles/5071874-autopilot.md): What is Autopilot, possible configurations, and how it increases efficiency processing invoices.
- [AutoPost & AutoExport](https://help.vic.ai/en/articles/7321523-autopost-autoexport.md): Full steam ahead on automating Accounts Payable!
- [Engaging Autopilot](https://help.vic.ai/en/articles/5117410-engaging-autopilot.md): Learn how to boost Autopilot ignition and increase % of Autopiloted Invoices
- [Vic Assistant](https://help.vic.ai/en/articles/15114654-vic-assistant.md): How to Use, Best Practices & FAQs

## Admin: User & Company Management

- [User Management: CSV Upload](https://help.vic.ai/en/articles/5334300-user-management-csv-upload.md): How to properly utilize the CSV Upload Functionality
- [User Roles & Permissions](https://help.vic.ai/en/articles/5141557-user-roles-permissions.md): Understanding the differences between Administrators, Accountants, Approvers, POs, and Payments
- [Configuration Management](https://help.vic.ai/en/articles/5380291-configuration-management.md): Where Vic.ai Organization Admins can manage the Invoice page for Companies
- [User Management: Add, Edit, Remove Users](https://help.vic.ai/en/articles/5257047-user-management-add-edit-remove-users.md): Organization Admins: learn how to manage users
- [Company Admin Page](https://help.vic.ai/en/articles/5255327-company-admin-page.md): Understanding the Company page for Organizational Admins
- [Duplicate Attachment Handling for Invoices](https://help.vic.ai/en/articles/15198020-duplicate-attachment-handling-for-invoices.md): Stop duplicates at the source - same files are blocked from processing
- [Master Data](https://help.vic.ai/en/articles/15381493-master-data.md): Verify your ERP data in Vic.ai

## Advanced Functionality

- [Allocations](https://help.vic.ai/en/articles/7669980-allocations.md): How Vic.ai enables Allocations defined in your ERP
- [IBAN \(International Bank Account Number\)](https://help.vic.ai/en/articles/6578481-iban-international-bank-account-number.md): Pay foreign vendors via IBAN
- [Duplicate Detection](https://help.vic.ai/en/articles/4393693-duplicate-detection.md): Learn how duplicates are detected and quickly found for remediation.
- [Predicted Total Amount](https://help.vic.ai/en/articles/6506976-predicted-total-amount.md): AI Predictions for Amount
- [Account Setup/Password Reset](https://help.vic.ai/en/articles/2294259-account-setup-password-reset.md): Create your Vic.ai account
- [Custom Fields](https://help.vic.ai/en/articles/4442023-custom-fields.md): Further customize Vic.ai at the client level.
- [Audit Log](https://help.vic.ai/en/articles/4759976-audit-log.md): All changes are tracked and recorded for every invoice in Vic.ai
- [Currency](https://help.vic.ai/en/articles/6010266-currency.md): Supported Currencies in Vic.ai
- [Group Of Companies \(GOC\)](https://help.vic.ai/en/articles/7208053-group-of-companies-goc.md): Everything you need to know to leverage your Group of Companies setup in Vic.ai
- [Profile Photo](https://help.vic.ai/en/articles/5887365-profile-photo.md): Customize your Vic.ai experience with a picture
- [Vic.ai Notifications](https://help.vic.ai/en/articles/4759885-vic-ai-notifications.md): All the different notifications that may be sent to you
- [Vendor Credits](https://help.vic.ai/en/articles/3193571-vendor-credits.md): Process vendor credits / credit memos
- [Bill.com approvers](https://help.vic.ai/en/articles/2932236-bill-com-approvers.md): How to define bill.com approvers within Vic.ai
- [Note to Bill.com Approvers](https://help.vic.ai/en/articles/5071891-note-to-bill-com-approvers.md): When using Bill.com Approvals you can leave notes to approvers
- [Unposting Rejected bills from bill.com](https://help.vic.ai/en/articles/4393775-unposting-rejected-bills-from-bill-com.md): Allow for editing of a rejected bill within Vic.ai before reposting
- [Product Release Archive](https://help.vic.ai/en/articles/5908359-product-release-archive.md): A compilation of all Product Release Notes
- [Add a New Vendor](https://help.vic.ai/en/articles/2566504-add-a-new-vendor.md): How to create a vendor within Vic.ai
- [Bill of Lading \(BOL\)](https://help.vic.ai/en/articles/8312938-bill-of-lading-bol.md): How Bill of Lading works in Vic.ai
- [Payment Terms](https://help.vic.ai/en/articles/8376809-payment-terms.md): How Payment Terms are sourced from vendor masterdata
- [Tax Handling](https://help.vic.ai/en/articles/9916443-tax-handling.md): The various ways that Vic.ai handles taxes
- [Enabling SSO](https://help.vic.ai/en/articles/12820175-enabling-sso.md): The attached PDF details the end-to-end process for enabling SSO
- [Support Ticket Portal — User Guide](https://help.vic.ai/en/articles/15539032-support-ticket-portal-user-guide.md): Your complete view of every support issue, in one place.
- [Vic Support Availability - 2026 Holidays](https://help.vic.ai/en/articles/15635591-vic-support-availability-2026-holidays.md): A list of days with reduced or no live agent availability

## Mobile App

- [Mobile App: Overview](https://help.vic.ai/en/articles/5072060-mobile-app-overview.md): Introduction and Overview to the Vic.ai mobile app
- [Mobile App: Approvals](https://help.vic.ai/en/articles/5561275-mobile-app-approvals.md): Leverage the mobile app for fast, efficient, and effective approvals!
- [Mobile App: Invoices](https://help.vic.ai/en/articles/5561283-mobile-app-invoices.md): Perform edits to Invoices via mobile app!
- [Mobile App: Scanning Invoices](https://help.vic.ai/en/articles/5561358-mobile-app-scanning-invoices.md): Easily ingest invoices by scanning them from the Vic.ai mobile app

## Onboarding and New Clients

- [Onboarding new Accounts onto Vic.ai](https://help.vic.ai/en/articles/5392215-onboarding-new-accounts-onto-vic-ai.md): An overview of how to add new client accounts onto Vic.ai
- [Onboarding Non-API accounts](https://help.vic.ai/en/articles/4900708-onboarding-non-api-accounts.md): How to submit historical data to train and connect Non-API accounts
- [Onboarding Sage Intacct Clients onto Vic.ai](https://help.vic.ai/en/articles/4827515-onboarding-sage-intacct-clients-onto-vic-ai.md): Necessary Intacct permissions for Vic.i to work
- [How to sync your QuickBooks Online client with Vic.ai](https://help.vic.ai/en/articles/3622365-how-to-sync-your-quickbooks-online-client-with-vic-ai.md): Steps needed to sync a new QuickBooks Online client to Vic.ai
- [Updating Bill.com Permissions to Sync with Vic.ai](https://help.vic.ai/en/articles/3182013-updating-bill-com-permissions-to-sync-with-vic-ai.md): How to update Bill.com user permissions to sync with Vic.ai
- [Bill.com user permissions for using approval features](https://help.vic.ai/en/articles/3081955-bill-com-user-permissions-for-using-approval-features.md): How to update Bill.com user permissions for using approval features
- [Add additional Companies or clients to Vic.ai](https://help.vic.ai/en/articles/2555285-add-additional-companies-or-clients-to-vic-ai.md): Our platform improves with each company or client you add
- [GL Accounts missing in Vic.ai](https://help.vic.ai/en/articles/2563092-gl-accounts-missing-in-vic-ai.md): If GL Accounts in Vic.ai from your Chart of Accounts are missing, read this

## PO Matching

- [PO Matching Overview](https://help.vic.ai/en/articles/8148444-po-matching-overview.md): Overview of how Vic.ai leverages AI to autonomously match and process POs
- [PO Mismatch Flows](https://help.vic.ai/en/articles/8269504-po-mismatch-flows.md): Determine what mismatches are allowable and who needs to sign off on mismatches
- [PO FAQs](https://help.vic.ai/en/articles/9065426-po-faqs.md): Frequently Asked Questions and Integration knowledge about POs
- [Purchase Orders Tab](https://help.vic.ai/en/articles/8269502-purchase-orders-tab.md)
- [Document-level PO Matching](https://help.vic.ai/en/articles/11465538-document-level-po-matching.md): For blanket or summary-level POs that don't have specific items or quantities
- [Approving & Rejecting PO Mismatch Flows](https://help.vic.ai/en/articles/12853570-approving-rejecting-po-mismatch-flows.md): Approving or Rejecting Purchase Order Mismatch Flows
- [Initiating & Reassigning PO Mismatch Flows](https://help.vic.ai/en/articles/15546543-initiating-reassigning-po-mismatch-flows.md): When an invoice is out of tolerance to a PO, learn how to initiate the PO Mismatch Flow

## Payments

- [Payments: Bill Pay & Remittance](https://help.vic.ai/en/articles/8736549-payments-bill-pay-remittance.md): Everything Payment Initiators need to know about the Bill Pay tab
- [Vendor Campaign Outreach](https://help.vic.ai/en/articles/11139519-vendor-campaign-outreach.md): Email and paper campaigns to vendors
- [Payments: Views](https://help.vic.ai/en/articles/10104568-payments-views.md): Full description of the Views, Sort, & Filter Options
- [Vendor Invitations](https://help.vic.ai/en/articles/12703978-vendor-invitations.md): Invite vendors from the Vic.ai Invoices tab
- [Vendor Management](https://help.vic.ai/en/articles/12921467-vendor-management.md): Invite, review details, ACH, and other vendor management functions
- [VicPay Error Messages](https://help.vic.ai/en/articles/13975367-vicpay-error-messages.md): Reasons for rejected or failed payments
- [VicPay: Payments Table](https://help.vic.ai/en/articles/15089227-vicpay-payments-table.md): A page to see comprehensive information about payments

## VicPay: Vendor Center

- [Virtual Card Payments](https://help.vic.ai/en/articles/11793424-virtual-card-payments.md): Learn about the benefits of VicPay paired with Virtual Cards
- [Vendor Payment Onboarding](https://help.vic.ai/en/articles/11799338-vendor-payment-onboarding.md): All you need to know to get set up with VicPay!
- [Vendor FAQs](https://help.vic.ai/en/articles/11139644-vendor-faqs.md): Answers to common questions for Vendors
- [VicPay: Vendor Dashboard & Admin](https://help.vic.ai/en/articles/12193654-vicpay-vendor-dashboard-admin.md): See the different functions available after onboarding to VicPay
- [VicPay: Payment Method Change](https://help.vic.ai/en/articles/12623056-vicpay-payment-method-change.md): The step-by-step process for updating your Payment Method once onboarded to VicPay
- [Virtual Card Errors](https://help.vic.ai/en/articles/14036712-virtual-card-errors.md): Card getting rejected? Here are common errors and remediation
- [Vendor Management: Update a Vendor’s Remittance Address or Email](https://help.vic.ai/en/articles/15329836-vendor-management-update-a-vendor-s-remittance-address-or-email.md): How to manage remittance details for vendors not onboarded to VicPay

## Vic Inbox

- [VicInbox](https://help.vic.ai/en/articles/14810737-vicinbox.md): Learn about the benefits and efficiencies from an AI-assisted inbox