NOTE: Some of these features are in beta release. If you’d like to access them, please reach out to us in the chat!
📈 Budget Enhancements: Stay on Track with Real-Time Visibility
Keeping your budgets on track and collaborating with your team just got easier. Now, you can keep every budget detail in one place, streamline reviews, and stay under budget with confidence.
Undrawn Costs & Unpaid Bills Columns: See undrawn costs and unpaid bills at a glance for all of your projects.
Organized Budget Views: See budget lines by item or grouped by QuickBooks parent cost code or Adaptive category for a clear breakdown of costs.
Attachments and Comments on Budget Lines (Beta Release): Attach meeting notes, proposals, and line-specific details for context, and tag colleagues for questions about a line item to collaborate throughout the project.
⚡Cost Coding Improvements: Reduce Errors, Save Even More Time
Your cost coding experience is now smarter and more efficient, helping you speed up workflows and keep budgets accurate.
Budget Codes: You can enable budget codes for each job so that users will only see the cost codes associated with that job when coding transactions. This reduces errors and keeps your budgets accurate.
Vendor Codes: Adaptive will now automatically assign cost codes/accounts to vendors based on your historical spend patterns. These “vendor codes” will appear pre-filled on the vendor profile, making cost coding faster and more accurate, while still giving you the flexibility to add or remove codes as needed.
💸 Payment & Reconciliation Upgrades: Secure, Fast, and Transparent (Beta Release)
Managing payments in Adaptive is now easier, more secure, and fully transparent—so you can stay in control every step of the way.
Improved ACH Requests: CC yourself on vendor requests for added clarity and trust with your vendors .
Flexible Scheduling and Notifications: Users with payment permissions will be notified when bills are approved so payments happen quickly and on time.
Default bank accounts: Set default bank accounts for payments, eliminating extra steps.
Pay When Lien Waivers Are Signed: Schedule payments to trigger automatically when lien waivers are signed.
New Payment Detail Card: View or set payment dates, estimated delivery times, and check the activity log to track every transaction in real time.
Security First: Get an email alert whenever vendor ACH details are edited or removed.
🌍 Powerful Propagation: Update Once, Sync Everywhere
Now, when you update key fields—like cost codes, job names, or vendors—you can choose to have those changes automatically sync across linked bills, POs, and draws. This helps eliminate manual updates, reduce errors, and keep your data perfectly aligned- a level of automation you won’t find anywhere else.
✨ Bite-Sized Improvements
Fallback Approval Workflows: Never miss a bill with workflows that kick in when no other criteria are met.
Account-Based Approval Workflows: Set up approval workflows based on your chart of accounts.
Email Improvements for ACH Requests: Get clearer ACH request emails with payment amounts, job info, and more—keeping your vendors and team aligned.
Cost Code Descriptions: You can now see your QuickBooks cost code descriptions alongside your codes in every part of the app—no manual updates needed.