📃 Lien Waivers (General release)
Lien Waivers are now available to everyone! Ready to start using them? Reach out via Support chat to get started.
With Lien Waivers, you can:
Create & Customize: Set up templates and choose a default for quick use.
Request Signatures: Easily request lien waiver signatures when making payments, and send reminders if they’re overdue.
Bulk Export: Export all your signed lien waivers in one go.
✂️ Auto-Split Combined PDF Bills
Tired of manually splitting multiple invoices in a single PDF? Adaptive's AI got you covered! Now, with just one click, Adaptive can automatically split them for you and speed up your AP process.
AI Instantly Splits Invoices: Split combined invoices into individual ones with a single click “Split document”.
Audit-Friendly: Both the split invoices and the original combined document are saved in the activity log for easy auditing.
↕️ Expand/Collapse Bill Lines
Keep your bills tidy and quickly split out line items when a bill covers multiple jobs. Toggle between a clean view and detailed breakdowns, so you can easily assign costs to the right projects—no manual entry needed.
Expand or Collapse Lines: Quickly toggle line items to view more details or simplify your view.
💰 User Friendly Budgets
We know your time is valuable, so we’ve made it easier to manage your budgets at a glance! Here’s what’s new:
Powerful Search & Filter: Quickly search and filter by cost code, account, or budget status to find exactly what you need.
Customized View: Hide columns you don’t need and customize the ones you do with the gear icon.
Categorize with Ease: Group costs and revenue by Adaptive categories for a clearer overview of your project’s financial health. QB category grouping is coming soon!
Clear Terminology: We’ve renamed “internal vs external budget” to “cost vs revenue budget” for more clarity.
✨ Bite-Sized Improvements
Auto-Categorized Vendor Credits: Vendor credits are now automatically categorized, saving you time on manual adjustments.
Cancel Vendor Requests: Easily cancel vendor requests (ACH details, compliance documents, PO signatures) without needing to contact support.
Tag Yourself in Comments: Keep track of important tasks by tagging yourself in comments— use it as your personal to-do list in the Notification Center.
Improved Mobile Web Experience: We’ve made the mobile layout more responsive, so your vendors can navigate and respond to requests on the go with ease.
We’re Listening
Have ideas or feedback? We’d love to hear from you! Just reach out via the support chat on your Adaptive dashboard.
Thank you for being a valued part of the Adaptive community!
💚 The Adaptive Team