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 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
You only need to do this once to set up. Now you can import invoices.