How to Use Statements

Modified on Fri, 11 Jun 2021 at 12:06 PM

Statements are a great way to reconcile your AP within Plate IQ based on the invoices you've already uploaded.


In This Article:


Upload

From the dashboard screen, click the down arrow on Upload to Upload Statements.

Select your location and a pop up window will allow you to upload your statement in three different ways:

  • Drag and drop
  • Browse your computer
  • Email 


Search & Filter


After upload, all statements will be stored in the Statements tab.


From here, you can use the Search bar to search by statement number, location's group name, or vendor name.


The Filters on the left allow you to filter by uploaded date or statement date as well as by vendor. You can also sort by clicking the column headers. 


Invoices will reside in the Unreconciled tab until they are reconciled by you. However, Plate IQ will match the invoice numbers from your statements with invoices that have already been uploaded. 



Statement Details

Click into any statement to view more details or resolve any missing invoices.


After verifying the invoices and clearing any flags, click Mark as Reconciled.



Please note: Invoices do not need to match your statements exactly. If you are satisfied, you can force a reconciliation by clicking More > Mark as Reconciled.





History Tab


Click History to see a timeline of activities related to this statement.


Click Add Message to leave notes or tag a team member with @ just like you would to flag an invoice.



Statement Options


Click More on the right side for more options.


Click Edit Header to modify the statement details.

Please Note: Statement locations can not be manually edited. They automatically populate based on the connected invoice location.



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