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Video Tutorials

Setup

1.1 Activate Agave Account

1.2 Create a New Config

Core

2.1 Sync Vendors

2.2 Sync Customers

2.3 Sync Projects

2.4 Sync Cost Codes, Cost Types, and Budgets

2.5 Linking Units of Measure

AP

3.1 Sync Subcontracts

3.2 Sync Purchase Orders

3.3 Sync Subcontract Change Orders

3.4 Sync AP Invoices

3.5 Sync Job Costs

AR

4.1 Sync Prime Contracts

4.2 Sync AR Invoices

Forecasting

5.1 Sync Cost Projections