User Level: Admin
Est. time of Setup:
Previous Step: Welcome! Next Step: Client Information Form
Note: Steps 1-3 are Account Setup. Steps 4-11 are Training and Account Usage.
Steps 12 & 13 are related to Bill Pay.
Step by Step Setup
Step 1: Fill out our client information form. This will provide us with the necessary information to build and customize your Plate IQ Account. Please allow us approximately two business days after you submit the form.
Step 2: After we build your Plate IQ Account, an account manager will reach out with your Login Information. Login Here to get started!
Step 3: After login, you will Upload your Chart of Accounts and Vendors to your new Plate IQ Account. Once uploaded, we will import directly to your Plate IQ account.
Step 4: After linking Compeat, you will Upload Invoices to get data flowing into your Plate IQ Account. After upload, invoice processing can take approximately 6 to 24 hours.
Step 5: While waiting for our system to process your invoices, this is a great time to view our Training Video. This video is great for you and your team to get acquainted with the basics of Plate IQ.
Step 6: Also during invoice processing, you can start to Set up your Users. This will allow your staff to begin logging into your Plate IQ Account.
Step 7: Let's learn more about our Invoices tab. The ability to Sort and Filter through invoices will be especially useful as you and your team start regularly uploading.
Step 8: Once your invoices are processed, you will need to Map Vendors. This will link your Compeat vendors and GLs with your invoices for current and future invoice processing.
Step 9: After invoice processing, you should explore all the options in Invoice Editing & Tools. This will help you with splitting items or alerting your team to an invoice question.
Step 10: For those invoices that require line item GL account mapping, you will need to Map Items.
Step 11: After all the above steps are completed, it's time to Export to Compeat.
The next two steps are related to our Bill Pay module. If you have signed up for Bill Pay, please continue your setup and training.
Step 12: Bill Pay Setup
Step 13: Bill Pay Training