5 posts tagged with "Reviewing"

You can now create custom tags and apply them to invoices to organize, filter, and communicate state in the inbox.

Tags are a flexible way to categorize invoices beyond the standard workflow statuses. Use them to signal an intentional hold, flag invoices for follow-up, distinguish pay app formats like AIA 702/703, or group anything else that matters to your team.

Managing Tags​

Admins can create and manage tags from the Configuration Settings. Add a tag, rename it inline, or remove it when it's no longer needed. Changes apply across the account so the same tag set is available to every reviewer.

Applying Tags​

Apply tags from either the inbox or the invoice view. One or more tags can be applied to an invoice.

Filtering and Sorting​

Filter or sort the Tags column to focus on specific tags, and pair it with saved views to build dedicated worklists.

You can now upload delivery tickets into Agave and link them to the invoices they correspond to.

Delivery tickets, packing slips, and proof-of-delivery documents can now be uploaded the same way you upload invoices. Agave AI automatically identifies them and routes them to a dedicated Delivery Tickets tab in the Inbox.

Automatic Matching​

Agave links a delivery ticket to an invoice when they share a contract, vendor, and project, or have closely-matching line items and dates.

From the invoice view, linked tickets appear under Related Documents. To verify what was ordered, delivered, and being billed, open Compare Documents from the Actions menu.

This opens the invoice, delivery ticket, and matched purchase order side-by-side, so you can review line items, quantities, and totals at a glance without flipping between documents.

Manual Matching​

If a ticket can't be auto-matched, you can link it to any invoice manually. From the Actions menu, choose Select Delivery Ticket to pick from existing tickets, or Upload Attachment to add a new one directly to the invoice.

Select Delivery Ticket opens a searchable dialog with previews of each candidate, with the most likely matches surfaced at the top based on project and vendor, so you can confirm the right ticket before assigning it. Already-matched tickets can be swapped out the same way.

You can also reclassify documents. Convert an uploaded invoice into a delivery ticket (or vice versa) when something was filed under the wrong type.

Invoices without an assigned delivery ticket will display a warning in the notifications panel so reviewers know to follow up before approving.

Discrepancy Warnings​

If the linked delivery tickets don't agree with the invoice, whether on quantities, amounts, or line item totals, Agave will surface a warning before sync, catching over-billings, short shipments, and pricing mismatches before they reach the ERP.

You can now view and open invoice links sent to your AP email directly in Agave.

Agave now displays invoice links sent to your AP inbox directly in your "Draft" inbox in Agave, with a "Link" icon instead of the typical AP invoice preview:

From the invoice pop-out you can click on the link to the invoice, download the invoice, and upload back into the Agave tool.

Upon upload Agave will process the invoice like normal at it will show up in your inbox in "Draft" status.

You can now view email threads directly in Agave while reviewing invoices without opening your email client.

Agave now displays email thread history in the "Email Thread" flyout from the invoice view:

This view shows all inbound emails from the email thread, including the sender, subject, and body:

You can also view which attachments and invoices were received in each message:

Make more informed approval decisions with improved visibility for related documents

Agave now displays all attachments from the email thread in the "Related Documents" flyout from the invoice view:

This view shows all attachments from the same document and email thread and denotes whether they are an invoice:

Your reviewers can then inspect the additional documents (e.g. a waiver) for further details by clicking on them: