Helpdesk

The answer is NO. Flagging an invoice is for internal use ONLY. Flagging an invoice will NOT notify the plate IQ team.  The history tab of invoice...

You can access the invoice information in the invoice HISTORY tab. The history tab will also display: - Flagged reasons and Resolution comments f...

If uploaded to an incorrect Location you can edit either during or after processing. If still processing, the uploaded invoice will appear in the Uploads...

To Share the Invoice Link with Support or internally, please follow the below. Open the invoice. Click on More Finally, click on Copy Link to Invoi...

When Invoices fall under your Needs Attention tab, once corrected it may require you to manually verify the invoice.  Once details are entered, you w...

Invoice Editing from Plate IQ on Vimeo. Many vendors send multi-page invoices where each page does not list the invoice number, or each page does list ra...

Sort & Filter from Plate IQ on Vimeo. To search for an invoice, enter the invoice number, vendor name, or item name in the search box at the top of t...

Knowledge Base: Create an Invoice from Plate IQ on Vimeo. Sometimes you have an expense you want to record, but no invoice to upload. In those cases, you...

If the Vendor is unclear or missing an Address, the Team will not be able to process the Invoice. You will need to manually enter the Vendor in these c...

If you delete an Invoice by mistake, you can reach out to support@plateiq.com to recover the invoice. Archived invoices are automatically marked as E...