Helpdesk

When you upload a new invoice into your Plate IQ dashboard, you will be required to map the new vendor by adding the vendor's billing name in your ac...

If you scan a blank page, or if your scanner is set up to scan back to front images, a blank page might appear under Needs Attention. You can delete t...

This is usually caused by an error from a vendor, or it could be that the restaurant updated the invoice total and the amount still doesn't match the c...

If the vendor does not indicate which items are taxed on your invoice, the invoice will be classified as INCOMPLETE by the Plate IQ team. The invoice ...

The Plate IQ system has a fixed tax rate for your area. It will apply the tax rate to calculate the invoice tax amount based on the items that you have mar...

Some documents that you scan will not have an invoice date. Invoice dates are required before a document can be exported into your accounting software. ...

Some documents that you scan will not have an invoice number. Invoice numbers are required before a document can be exported, because that number identifies...

Invoices cannot be processed if the vendor information is not detected. The items on your invoices, GL codes, vendor mapping and your pack-size inform...

If your invoice includes multiple vendors such as a wine distributor and the wine company, Plate IQ could potentially pick the wrong vendor. In this ca...

An invoice that is missing one or more pages will be listed in the “Needs Attention” tab. You can always add the missing page(s) to the incomplete invoic...