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Plate IQ Invoice Setup

  • Updated

To connect Plate IQ with reciProfity, follow the steps below. This setup allows you to import invoices directly from Plate IQ into reciProfity.

Notify Plate IQ

Let your Plate IQ Account Manager know that you are using reciProfity. They will connect your Plate IQ account to reciProfity.

Match Vendor Names

Make sure the vendor name in reciProfity matches exactly with the vendor name in Plate IQ.

To check or update the vendor name in reciProfity:

  1. Click the gear icon.
  2. Go to Setup > Vendors.
  3. Enter the vendor name exactly as it appears in Plate IQ.

Enable Line Item Export in Plate IQ

In Plate IQ, vendors must be set to export line items.

To enable this setting:

  • For new vendors: Check the Export Line Items box during the initial vendor mapping setup.
  • For existing vendors: Open an invoice for that vendor, click the More Options dropdown, and select Vendor Setup. After verifying vendor information, you’ll reach the export rules screen where you can enable Export Line Items.

 

plate_iq_export_workflow.png

Step 1: Connect Plate IQ to reciProfity

If you have multiple units, repeat this step for each one.

  1. Click Gear > Setup > Options.
    options.png
  2. Scroll to the Plate IQ Import section and check the Using Plate IQ? box. Then, enter your Plate IQ username and password.
    plateiq_sign_in.png

  3. Click Save.

Step 2: Enter Directory Information for Each Unit

  1. Go to Options > Manage Users and Units > Units.


  2. In the Units section, click Edit next to each unit.


  3. Enter the Plate IQ directory name where your invoices are stored.

Enter the directory name exactly as it appears in Plate IQ.
For example, if the folder is named Cafereciprofity, enter it exactly as Cafereciprofity—no spaces.

You only need to do this once per unit.

You’re now ready to import invoices. To learn how to import invoices, click here.

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