Helpdesk

Plate IQ 6

• What is Plate IQ?
• Get setup and start using!
• Is my data secure?
• How to Tag a User with an @mention
• System Requirements for Plate IQ

View all 6

My Account 9

• How do I reset my password?
• How to Add or Remove a user in Plate IQ
• How to Add & Edit User Permissions
• Plate IQ account preferences
• Plate IQ Beta Features

View all 9

Plate IQ Training Tutorials 18

• Add or Remove a User
• Creating an Invoice
• Departments
• Exporting (API Integration)
• Exporting Invoices

View all 18

Invoices 4

• Uploading invoices
• Processing invoices
• Editing invoices
• Why do some of my invoices show the GL dropdown while others don't?

Frequently Asked Questions 12

• Is Plate IQ notified when I flag an invoice?
• How do I check the user who uploaded an invoice?
• How do I change the Location on the Invoice?
• How do I get the Invoice Link?
• How can I Verify an Invoice?

View all 12

Uploading - Processing Invoices 13

• How do I Upload Invoices?
• Invoice Approval
• How do I ensure my invoices were properly uploaded to Plate IQ?
• Why is the number of invoices in the "Uploads" tab greater than the number of Invoices I uploaded?
• Why are my invoices in "Uploads" queue displaying incorrect or missing information?

View all 13

Needs Attention Invoices 16

• Accounting - Missing Vendor Mapping
• Blank Page
• Invoice Total doesn't match Item Total
• Missing Tax Information for Some Items
• Mismatch between Invoice Tax Total and Line Item Tax

View all 16

Invoice Line Items 3

• Why do some of my SKUs start with "PIQ"?
• Who can edit Items?
• When editing items, what's the difference between "Always map to updated item" and "Replace Item only this time"?

Flagged Invoices 5

• Flagging Invoices
• Is the Plate IQ team notified when I flag an invoice?
• How do I resolve a flag?
• QuickBooks Export Failure Flags - General
• QuickBooks Export Failure Flag - How to add and edit net terms

Previously Purchased Items 2

• Why are Previously Purchased Items in the Invoice Details screen?
• Why do some of my items show Previously Purchased Items when I first open the invoice, but not the others?

Line Item Highlights 2

• Why do only some of my invoices show "Line Item Highlights" on the invoice image?
• Ctuit Inventory Mapping

Frequently Asked Questions 10

• What Are Approvals?
• What Type of Approvals Exist?
• Who can create approval policies?
• How do Single Approvals Work?
• How do Advanced Approvals Work?

View all 10

Plate IQ Items categories 6

• Why are some items shown as uncategorized?
• What is the difference between Categories and Accounting accounts/GL codes?
• How do I update Item Categories?
• Can I create my own categories?
• Item Review Feature

View all 6

Plate IQ Units & Names 1

• Do I need to specify the type of unit (i.e. lbs, case, etc.) if it’s listed as a default “unit?”

Vendors 5

• Vendors Center
• What is vendor mapping?
• How to add a vendor to an invoice?
• How to map a Vendor
• Net Terms Reference Guide

Vendor Center 5

• Vendor Center
• How to Merge Vendors?
• How to Review Invoices from a Vendor?
• How to Review Item Mapping
• What does the "Review New Items" vendor setting do?

Accounting Setup 4

• QuickBooks Online Setup
• QuickBooks Desktop Setup
• QuickBooks Desktop - Plate IQ Sync
• QuickBooks Desktop Sync Error - Two-Factor Authentication

Vendor Mapping + GL Coding 4

• What is Vendor Mapping?
• I can't map a vendor?
• Line Item GL Coding
• GL Summary

Chart of Accounts 2

• How to add/edit a GL code?
• Can I update or change my chart of accounts?

Exporting Invoices 6

• I fixed my invoice but still can't export it?
• Does my QuickBooks account use account numbers?
• QuickBooks Online export
• QuickBooks Desktop Export
• Restaurant365 Integration - Solving Common Errors

View all 6

Export Failures - Flagged Invoices 0

Intacct 1

• Setting up links and custom fields in Intacct

CSV Reports 10

• Accrual
• AP Aging by Invoice
• AP Aging by Vendor
• Approval Policy Report
• Invoice Uploads

View all 10

Interactive Reports 4

• How to Use Spend Analysis
• How to Use Hot List
• What Does Cost Impact Mean?
• How Can I View an Item's Price History?

VendorPay Setup 3

• Getting Started with VendorPay
• Documents Needed for Setup
• VendorPay Setup

Paying invoices through Plate IQ 3

• How do I Pay an Invoice on VendorPay
• Paying invoices using ACH vs Checks
• How do I Invite Vendors to Accept ACH Transfers

Frequently Asked Questions 14

• Is there a limit to ACH transactions?
• Can I see when a vendor has cashed a check within Plate IQ?
• When I approve a new check run or payment, is my account debited immediately?
• Can I customize the signature on my checks?
• Do you support PositivePay?

View all 14

Virtual Cards (VCards) 0

Statements General Questions 5

• The statements that were uploaded don't have a location, can this be corrected?
• Statements FAQ
• Statements Email Address
• Statements History Tab
• How to Use Statements

General 2

• How to sort and filter within Insights
• Insights - Best Use Case

Spend Analysis 3

• How to drill into spend analysis
• Audit your categories with Category Review
• How to Use Spend Analysis within Insights

Hot List 2

• How to Use Hot List within Insights
• How to drilldown into Hot List

Price Comparisons 3

• How to compare location level prices
• Which Items Appear in Price Comparisons
• How to Use Price Comparisons

Contract Prices 4

• How to create a Contract Price
• How to Use Contract Pricing
• How to bulk import contract prices?
• How to use Contract Prices to audit vendor's price sheets?

Card Functions 10

• How to Create a New Virtual Card
• How to Create a New Physical Card
• How to Close a Card
• How to Edit a Card
• How to Report a Card Lost or Stolen

View all 10

Transaction Functions 5

• How to Add a Memo to a Transaction
• How to Add a Receipt to a Transaction
• How to Allocate a Transaction for Accounting
• Transactions Tab - General Use
• How to Add a Receipt

Reimbursement Functions 2

• How to Add a Reimbursement - Single Expense
• How to Add a Reimbursement - Mileage Expense

Mobile App Functions 2

• How to Upload a Receipt - Mobile App
• Transaction Actions - Mobile App

QuickBooks Online Setup 13

• Welcome to Plate IQ!
• Setup Checklist
• Link QuickBooks Online
• Upload Invoices
• Training Video

View all 13

QuickBooks Desktop Setup 11

• Welcome to Plate IQ!
• Setup Checklist
• Link QuickBooks Desktop
• Upload Invoices
• Training Video

View all 11

Restaurant365 Setup 11

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors
• Upload Invoices
• Training Video

View all 11

Compeat Setup 11

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors
• Upload Invoices
• Training Video

View all 11

Generic Launch 11

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors
• Upload Invoices
• Training Video

View all 11

Integration 0

General 1

• Vendor ACH Verification

Webinar Recordings 5

• Base Product Webinar
• Bill Pay Webinar
• Spend Management Webinar
• Admin, Settings, & Approvals Webinar
• Advanced Webinar

SUP - Bill Pay 3

• SUP - Check Run Exports
• SUP - Check Run Issues
• SUP - Missing ACH or Check Payment

SUP - Invoice Management 6

• SUP - Invoice Balancing
• SUP - Unable to Delete or Edit Invoices
• SUP - Invoices with Taxable Items
• SUP - Editing Invoices
• SUP - Invoice Document Type

View all 6

SUP - Approvals 2

• SUP - Updating Approval Policies - Approvers
• SUP - Invoice Approval Policy Flow

SUP - Invoice Upload 4

• SUP - Invoice Upload Email
• SUP - Uploading Statements or Supporting Documents
• SUP - Uploading Duplicate Invoices
• SUP - Statement with Unknown Location

Integration Transitions - FAQs 0