New to WickedFile, or new to this version. What the product does, your first day in it, the daily rhythm that makes it work, and what changed if you used the old WickedFile.
Getting invoices, credit memos and statements into WickedFile. Batch upload from a computer, capture from your phone, a scanner PC in the back office, and what makes a scan we can actually read.
Your daily workspace. Invoices and vendor statements, the filters that decide what you see, the bank and card feed, and the assistant.
Vendor identity, and why it decides whether anything reconciles. Merge duplicates, teach WickedFile the names arriving on your documents, and set which vendors send you statements.
Your pricing standard and the report that checks against it. Cost bands, multipliers and tolerances, plus how to read Matrix Violations and what to trust in it today.
Your team and your shops. Roles and per-shop access, inviting people, locations, part codes and PO rules, what store managers can see, and notifications.
What WickedFile connects to and what it does not. Shop management systems, bank and credit card connections through Plaid, and why connecting one is handled by the WickedFile team rather than by you.
How to work AP well, and the honest limits. Why returned is not credited, why chasing a perfect match rate is the wrong goal, which screen answers which question, and what WickedFile does not do.
Short answers to the questions support gets most. Upload limits, matching delays, warranty credits, PartsTech, labor claims, and running WickedFile alongside The Back Office.