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Knowledge base
General
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
8
How do I reset my password?
How to Add or Remove a user in Plate IQ
How to Change User Roles
Plate IQ account preferences
Plate IQ Beta Features
View all 8
Plate IQ Training Tutorials
18
Add or Remove a User
Creating an Invoice
Departments
Exporting (API Integration)
Exporting Invoices
View all 18
Invoices
Invoices
5
Uploading invoices
Processing invoices
Editing invoices
Why do some of my invoices show the GL dropdown while others don't?
Enhanced Invoice Searches
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
Approvals
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
Items
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
0
Vendors
Vendors
4
Vendors Center
What is vendor mapping?
How to add a vendor to an invoice?
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
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
Reports
CSV Reports
11
Accrual
AP Aging by Invoice
AP Aging by Vendor
Approval Policy Report
Invoice Uploads
View all 11
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
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
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
Insights
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?
Spend Management
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
Self Guided Launch & Training
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
Vendor Support
General
1
Vendor ACH Verification
Webinars
Webinar Recordings
5
Base Product Webinar
Bill Pay Webinar
Spend Management Webinar
Admin, Settings, & Approvals Webinar
Advanced Webinar
Support User Portal
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 - FAQs
Integration Transitions - FAQs
0
Xero Integration
Integration
0
