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Video Tutorials

Setup​

1.1 Activate Agave Account​

1.2 Create a New Config​

1.5 Save Config​

Core​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects (Jobs)​

2.3R Reverse Sync Projects (Jobs)​

2.4 Sync Cost Codes (Items)​

2.5 Sync Cost Types (Classes)​

2.6 Sync Budgets (Estimates)​

AP​

3.1 Sync Subcontracts​

3.2 Sync Purchase Orders​

3.3 Sync Subcontracts Change Orders​

3.4 Sync AP Invoices (Bills)​

3.5 Sync Job Costs (Expenses)​

AR​

4.1 Sync AR Invoices​

Workforce​

5.1 Sync Employees​

5.2 Sync Timecards​