Prevent surprise cost overruns with overbilling warnings and visibility into previous Purchase Order/Subcontract invoices.

Contract Billing History​

To make more informed approval decisions when reviewing invoices against POs and Subcontracts, you can now view commitment billing history directly in Agave.

Open the Contract Flyout using the eyeball icon next to the Contract field:

We've introduced a new Contract Billing summary that shows billings thus far, and total amount billed inclusive of the current invoice:

These previous invoices are pulled directly from your accounting system (with the status noted), so you have full financial clarity on the contract.

Overbilling Warnings​

Agave will also highlight an overbilling of the current contract amount during review to help prevent cost overruns:

This is also displayed on the Contract Flyout page:

You can now control which fields Reviewers are able to edit when reviewing invoices.

To better control approval workflows, you can now limit which fields your Reviewers can edit on invoices. Example use cases:

1. Prevent Reviewers from Reassigning Invoices to Other Projects - For more tightly controlled job costing, this prevents users from costing invoices to other projects.

2. Restrict GL Account Edits to Accounting Users - For fields (e.g. GL Accounts) that only accounting users should toggle, you can prevent other reviewers from updating them.

Navigate to the Settings Page and click the Field-level Permissions tab to configure these permissions:

Users with restricted access can still see (but not modify) these fields from the invoice view. In the below example, Project is not editable by the reviewer:

You can now designate specific Vendors and Projects that Agave AI will not automatch when coding your invoices.

Previously Agave AI could overmatch particular Projects or Vendors in certain edge cases. Examples:

1. Overhead or other Projects located at your office, sharing an address with the "Bill to" address on invoices
2. Vendors with the same name as your company (e.g. if you write subcontracts to yourself)

To exclude a project from automatching, navigate to Settings > Project Settings > Exclude from automatic matching:

To exclude a vendor from automatching, navigate to Settings > Vendor Settings > Exclude from automatic matching:

A few additional notes:

• This setting only applies on a go-forward basis for newly processed invoices
• It's not permnanent. You can enable/disable at any point as you see fit

Agave AI now explains how fields were matched and highlights them on the document.

To see how a field was coded, hover over the information icon next to the field:

This will also highlight the relevant area of the invoice document:

We will continue adding support for additional fields and smarter matching in the coming weeks.

Agave AI now automatically splits invoices contained in the same document.

Vendors often send invoices for multiple projects or time periods within the same document. Agave AI now automatically detects and splits these invoices for easy routing and job costing:

If you would like to combine split documents, you can do this directly in Agave via the merge tool:

Then, you can regroup them into invoices in a structure of your choosing:

Video Tutorial​