Skip to main content

Video Tutorials

Setup​

1.1 Activate Agave Account​

1.2 Create a New Config​

1.5 Save Config​

Core Module​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects (Jobs)​

2.4 Sync Sub Jobs​

2.5 Sync Cost Codes​

2.6 Sync Cost Types​

2.7 Sync Budgets​

AP Module​

3.1 Sync Subcontracts / Purchase Orders​

3.2 Sync Subcontracts Change Orders​

3.3 Sync AP Payments (RFPs / Sub Pay Apps)​

3.4 Sync Job Costs (Expenses)​

AR Module​

4.1 Sync Prime Contract​

4.2 Sync Change Events (PCIs / PCOs)​

4.3 Sync Owner Change Orders​