Please let your Plate IQ Account Manager know you are using reciProfity.
They will need to connect your Plate IQ account with reciProfity!
You will also need to make sure that the vendor name in reciProfity matches exactly with the vendor name in Plate IQ. Click on the gear icon/setup/vendors. Enter the vendor name exactly as it is in Plate IQ.
IMPORTANT: In Plate IQ, you will need to make sure your vendors are set to export line items.
To set the export line items, clients can check the box on either initial vendor mapping setup for new vendors, or for existing vendors when on an invoice for that vendor open the more options dropdown and select Vendor Setup, there will be some screens to verify vendor information prior to getting to the export rules where export line items is located.
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1. Connect your PlateIQ account to reciProfity. If you have multiple units you will need to do the following for every unit.
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.