Please let your Plate IQ Account Manager know you are using reciProfity.
They will need to connect your Plate IQ account with reciProfity!
1. Connect your PlateIQ account to reciProfity
Click Gear/ Setup/Options:
Scroll down to PlateIQ Import.
Check the "Using Plate IQ?" box and enter your Plate IQ username and Plate IQ password. Then save.
2. Enter your directory information in the Units setup.
Go to Options/Manage Users and Units/Units.
In the Units section, click the edit button next to each unit. Then enter the directory name where your invoices live in Plate IQ.
Enter your Plate IQ Directory Name Exactly as you see it in the Plate IQ folder.
For example if the Plate IQ folder has the name Cafereciprofity you would enter it below exactly as Cafereciprofity. No spaces between Cafe and reciprofity.
You only need to do this once to set up. Now you can import invoices.
IMPORTANT: In Plate IQ click Vendors in the main menu, then select a location in the upper-left-hand-corner. From there, select the vendor he wants to modify. Click the "Pencil" on the accounting tab for that vendor and then check the box for "Export to Inventory" and then save the changes.