See what’s new in Agave

AP invoices and equipment invoices post to Deltek ComputerEase, including tax lines and tax distributions. The GL account on each line defaults from the cost type, equipment cost code or vendor, so fewer lines come back for coding.

Permissions are now set field by field on the config rather than screen by screen. Someone can see a cost code without being able to change it.

Approved expenses can be archived, and so can credit cards from the card admin page. Archiving a parent card archives its sub cards and pulls their transactions off the transactions page, which keeps closed out cards from cluttering the list.

Spend someone puts on a personal card can be paid back through Agave. The expense is marked reimbursable against a reimbursement vendor set per person, and the payout posts to Viewpoint Spectrum and CMiC instead of being tracked on the side.

Recurring purchases, subscriptions and anything over a dollar threshold you set can be expensed without anyone touching them. Matching card transactions are turned into expenses automatically and flagged as auto created, so the same charges stop queuing up for manual coding every month.

The sync errors list can be filtered by project manager name and email as well as sorted by them. If you work errors by who owns the job, you can narrow the list to your own.

Dashboard agents can search reference material for Viewpoint Vista, Viewpoint Spectrum, CMiC, Foundation, Sage 100 Contractor and Deltek ComputerEase while building a report: what each table holds, how that system names things, and which figures mean what. Fewer reports get built on a plausible-looking but wrong column.

Vendor statement reconciliation handles statements it cannot place. One with no vendor match gets a No Vendor Found status and a warning rather than failing quietly, and its amount and date can be edited when they arrived empty. Matching also loosened in two ways: an invoice date within a day of the statement counts as a match, and where a statement includes retention and the invoice does not, Agave subtracts the contract retention and compares again. Amount mismatches now appear in the email sent to the vendor.