Frequently Asked Questions

For admins

Which corporate cards work with Agave, and can the transactions be pushed to our ERP?

Agave works with the large majority of corporate Visa, Mastercard, and American Express cards, and pushes the coded transactions, with receipts attached, to your ERP. If you are unsure about a specific card, ask us before you sign up for it.

See Connect Your Card Feed and Connect Your ERP.

How does Agave connect to an on-premise ERP like Sage 300 CRE?

For on-premise ERPs, Expense Management connects through the Agave Connector, which is installed on your server. It is the same integration infrastructure other construction software vendors use to integrate with these systems.

See Connect Your ERP.

How are cardholders and users managed?

Admins manage cardholders and users with user groups. See Expense Management Users for setup details.

How quickly can a cardholder upload a receipt after a purchase?

Right away. Cardholders can upload a receipt from their phone in under a minute.

What happens between the swipe, the pending transaction, and the receipt upload?

Cardholders do not have to wait for the transaction to post before uploading. Agave holds the receipt and attaches it to the card transaction automatically when the transaction posts.

Agave has real-time transaction feeds for Visa, Mastercard, and American Express. Cardholders get a notification right after they swipe, asking them to upload the matching receipt.

For field users

Which browser do I need on my iPhone or Android?

Safari on iPhone and iPad, Chrome on Android. On an iPhone or iPad, Safari is the only supported browser that can add Agave to your home screen, so open agave.build there even if Chrome is your usual browser.

Tapping a link from a text or an email opens it in whatever browser your phone treats as the default, which is the most common reason the install steps do not match your screen. If that happens, check which browser you are in, then follow Install on iPhone or Install on Android.

Do I need to download anything from the App Store?

No. Agave Expenses is a web app. You open a web address, log in, and add it to your home screen, where it sits with your other apps. See Install on iPhone or Install on Android.

Why can I not see any of my card transactions?

Usually one of three things:

• Your card has not been assigned to you. Ask your office to check. This is the most common cause. See Setting Up Your Cards.
• The purchase has not posted yet. A charge is pending until your bank settles it, and Agave works with posted charges. See How Matching Works.
• You already submitted a receipt for it. Submitted transactions drop off the unsubmitted list.

If none of those is the problem, pull down on the list to refresh it.

How long after I buy something does it appear in the app?

Hours rather than minutes. Your card provider sends transactions to Agave on its own schedule, and a charge has to post before it arrives.

You do not have to wait for it. Submit the receipt when you have it and Agave links the charge when it turns up. See Submitting Receipts.

I lost the receipt. Can I still submit the expense?

Agave supports expenses without a receipt, so a lost receipt does not have to hold the charge up. Whether it is switched on for your company is your admin's call, so check with your office before you rely on it. See Expenses Without a Receipt.

Can other people see my expenses?

You see only your own expenses and the card transactions assigned to you. Your reviewers and your accounting team see the expenses you submit, which is the point, but other field users do not.

What do I do if I forget my password?

Tap Forgot your password? on the login screen. If you never activated your account in the first place, ask your office to resend the invitation email rather than registering a new account.

Can I use Agave Expenses on a computer?

It works in a desktop browser, but it is built for a phone. Reviewing, coding, and approving expenses on a computer happens in the main Agave web app instead.

The app says I do not have access

Three things to check, in order:

• You activated your account from the invitation email rather than leaving it unopened.
• You can log in at the main Agave login page with the same email and password.
• Your office has given you Expense Management access. They may need to check this for you.

The app asks for a project or description I do not have

Your office has set those fields as required for field submissions. Ask them for the right project, or ask them to make the field optional.

If a coding profile is offered on the submission screen, pick one. A profile often fills the project in for you. See Coding Profiles and Policies.

My receipt is stuck on processing

Pull down on the list to refresh it. Processing normally takes under a minute, so if it is still stuck after that, tell your office.

I closed the app before the upload finished

Re-open the app and look at your receipts list. The upload usually finishes anyway. If the receipt is not there, send it again.

Which file types can I upload?

See Supported File Formats for the full list and the size limit.

Who do I ask for help?

Your company's Expense Management admin first: most of the answers above are things only they can change. For anything else, support@useagave.com.