See what’s new in Agave

Streamlined bulk export of attachments by project or time period. Users go to the Export tab, select a project or date range, preview the gathered invoice packages, then download the full export including invoices and related files.

The Contract Flyout now displays billing history showing amounts billed to date and the total inclusive of the current invoice, pulled from the accounting system. Overbilling warnings highlight when the current contract amount would be exceeded. Available for Foundation users initially.

Admins can control which fields Reviewers can edit — for example, preventing project reassignment for tighter job costing, or restricting GL Account edits to accounting users. Restricted fields remain visible but uneditable to non-admin reviewers.

Users can prevent specific vendors and projects from being used in automatic matching, addressing cases where Agave AI might over-match — such as overhead projects sharing addresses with bill-to locations, or vendors with the same name as the company. Set via Project/Vendor Settings; excluded items remain selectable for manual assignment. Applies to future invoices only and is reversible anytime.

Agave AI explains how fields were matched via information icons next to fields. Hovering reveals the matching logic and highlights the relevant section on the invoice document. Currently supports select fields, with expansion planned.

The system detects and splits multiple invoices within a single document automatically. Users can merge split documents and regroup them using built-in tools for custom structuring.