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Install on iPhone

Agave Expenses lets you photograph a receipt and send it to the office from your phone, as soon as you pay.

There is nothing to download from the App Store. You open a web address in Safari, log in, and add Agave Expenses to your home screen, where it sits with your other apps. It takes about two minutes and you do it once.

Before you start​

The office has to invite you first. Look for an email from Agave, open it, and follow the link to set your password. If you never got one, ask the office to send it again before you go any further.

Have your phone, and either the setup sheet the office showed you or its QR code.

Step 1: Open Agave in Safari​

Either of these gets you to the same place:

  • Scan the QR code on the setup sheet with your phone's camera.
  • Type agave.build into Safari.
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Use Safari. It is the only supported browser on an iPhone that can add Agave to your home screen. If you tap a link from a text or an email it may open somewhere else, and Step 3 will not work.

Step 2: Log in​

Enter the email and password you set from the invitation email, then tap Login.

Forgotten it already? Tap Forgot your password? on that screen.

Step 3: Add it to your home screen​

Do this now. Skip it and you have to type the address in every time, and the app will not refresh the way it should.

  1. Tap the ••• button at the bottom right of Safari.
  2. Tap Share.
  3. Tap View More.
  4. Tap Add to Home Screen, then tap Add.

The Agave login screen in Safari with the three dots button at the bottom right circled

1. Tap •••

The Safari menu with Share circled at the top of the list

2. Tap Share

The iOS share sheet with the View More chevron circled

3. Tap View More

The expanded share sheet with Add to Home Screen circled at the bottom

4. Tap Add to Home Screen

note

Older iPhones do not have the ••• button. If yours does not, tap the share icon in the toolbar, the square with an arrow coming out of the top, and carry on from step 3.

You are set up​

The Agave icon is on your home screen. Open it from there from now on, not from Safari.

The app shows your own expenses and the card charges assigned to you, and nobody else's. When a charge from your company card comes through, it turns up here waiting for its receipt.

Next time you buy something, photograph the receipt before you leave: Submitting Receipts.

If you cannot get in​

It says you do not have access.

Check you activated your account from the invitation email, then ask the office to confirm you have Expense Management access.

No invitation email ever arrived.

Check your junk folder, then ask the office to send it again. Do not tap Register on the login screen; that makes a separate account that your office cannot see.

You can log in but there are no transactions.

The office may not have assigned your card yet. Charges also take a few hours to come through, so this morning's fuel stop may not be there yet.

Turning notifications back on​

Agave sends a notification to your phone when a card charge is waiting for its receipt. The first time you open Agave from your home screen it asks whether that is OK. If you tapped Don't Allow, or you turned notifications off later, the app cannot ask you again. You turn them back on in your iPhone's Settings, the same place as for any other app.

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Agave only shows up in the Notifications list once you have answered its prompt in the app, with either Allow or Don't Allow. If you have not made a choice yet, Agave will not be in the list. Open Agave from your home screen and tap Allow when it asks; there is nothing to change in Settings.

  1. Open Settings on your iPhone and tap Notifications.
  2. Scroll down the list of apps and tap Agave.
  3. Turn on Allow Notifications.
  4. Close Agave if it is open, then open it again from your home screen so it picks up the change.

The iPhone Settings screen with Notifications circled

1. Tap Notifications

The Notifications list of apps with Agave circled and showing Off

2. Tap Agave

Agave's notification settings with the Allow Notifications switch circled and turned on

3. Turn on Allow Notifications

Notifications need iOS 16.4 or later, and they only work when you open Agave from the home screen icon, not from Safari.

Allow Notifications is on but nothing arrives. Check that a Focus mode such as Do Not Disturb is not on; it hides notifications until you turn it off. If that is not it, remove Agave from your home screen, add it again (Step 3 above), and tap Allow when it asks. Removing the icon clears the app's old notification permission, so it asks fresh.