3 posts tagged with "automatching"

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​