Compeat Setup

Welcome to Plate IQ!
Welcome to Plate IQ!     Congratulations, you are just a few steps from completing your AP Automation with Plate IQ. This guide will walk your through...
Fri, Mar 5, 2021 at 5:15 PM
Setup Checklist
User Level: Admin Est. time of Setup: Previous Step: Welcome!                                                    Next Step: Client Information Form ...
Thu, Feb 29, 2024 at 5:33 PM
Upload Chart of Accounts and Vendors
User Level: Admin Est. time of Setup: 5 Mins Previous Step: Checklist                                                                    Next Step: Upl...
Thu, Mar 18, 2021 at 6:14 PM
Upload Invoices
User Level: All Users Est. time of Setup: 3 Mins Previous Step: Upload Chart of Accounts & Vendors                           Next Step: Training V...
Fri, Mar 5, 2021 at 5:16 PM
Training Video
User Level: All Users Est. time of Setup: 15 Mins Previous Step: Upload Invoices                                                           Next Step: S...
Fri, Mar 5, 2021 at 5:16 PM
Create Users and Assign Roles
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Training Video                                                  Next Step: Sort & Fil...
Fri, Mar 5, 2021 at 5:16 PM
Sort & Filter Invoices
User Level: All Users Est. time of Setup: 10 Mins Previous Step: Setup Users                                                                 Next Step:...
Fri, Mar 5, 2021 at 5:16 PM
Vendor Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Sort & Filter Invoices                                                  Next Step: Inv...
Thu, Mar 18, 2021 at 6:21 PM
Invoice Editing & Tools
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Vendor Mapping                                                             Next Step: Map ...
Fri, Mar 5, 2021 at 5:16 PM
Item Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Invoice Editing                                                                Next Step: ...
Fri, Mar 5, 2021 at 5:16 PM