✅ Receipt Approval Workflows (Beta Release)
This was one of the most requested features, and it’s officially rolling out.
You can now create approval workflows for receipts, just like you already do for bills.
What’s new:
New Waiting for Approval tab (replaces “Waiting for Review”)
Approvals for receipts work exactly like bills — familiar and fast
Fallback workflows now cover both bills and receipts
Bulk approve from the new tab with filters and checkboxes
Add individual approvers on the fly for one-off receipts
Why it matters: More control, cleaner books, fewer sync mistakes — especially at year-end.
🧼 Enhanced Duplicate Detection
We made it way easier to catch (and clean up) duplicate bills and receipts.
Now you can:
View duplicates directly in the bill/expense list
Compare them side-by-side in a new sidebar
Filter to show only duplicates
Archive or delete in-line
Your books just got a lot cleaner.
🧾 Manage Sync Errors in One Place
No more hunting across the platform. If something didn’t sync, it’s now easy to find and fix.
New Sync Errors Dashboard → Go there now
Batch re-sync or ignore multiple records
View ignored errors separately for clean oversight
Real-time clarity = fewer surprises at month-end.
🔍 Vendor Transactions Tab
Everything you’ve ever paid (or still owe) a vendor — all in one place.
New View History button on bills, receipts, and POs
Full transaction list by vendor with filters and totals
Instantly spot overbilling, missing receipts, and open balances
✅ Quickly answer: “Did we pay Bill XYZ?” — and if so, when
No more digging through emails or tabs. Just clean visibility, exactly when you need it.
🧠 Field-Friendly Changes Tracking
Change tracking is now easier to access, review, and share.
Changes live in their own tab on the job page
Each change opens in a drawer view with a shareable link
Foundation laid for future enhancements to make tracking scope shifts even smoother
📄 Purchase Orders: Now One-Click Duplicates
Rolling out a new job based on a similar one? Just duplicate your POs.
Duplicate from list view or detail page
Reassign all POs to a new job in a few clicks
Use reference schemes for consistent naming
Perfect for templated scopes, repeat clients, or just saving time.
🧠 AI Rules Got an Upgrade
Building automations in Adaptive? Now you’ll know before they break.
Here’s what’s new:
Rule validation: We check if your rule will work (and tell you why if it won’t)
Conflict detection: Spot and resolve conflicting rules before they stack
Suggested rewrites: Cleaner, clearer rules in plain language
Full control: You can bypass validations when needed
Automation just got smarter and safer.
💡 Bonus Fixes & Features You Might’ve Missed
Pull lump sum budgets from Buildertrend + Procore without cost code mapping
Grouped time activities in PDF draw exports for cleaner summaries
Uncommitted Budget calculation now subtracts POs + approved costs
Mobile v9.5.626: Faster receipt capture + comment shortcuts
New bill approval options: Send with or without auto-approval
Credit memos from QuickBooks Online now appear automatically across your WIP, budget, and job views.
🆕 New: Public Changelog
Want to stay up to date in real-time? 🎉
Check out our product updates — always updated with the latest improvements:
This is also accessible within Adaptive by clicking in the top right corner of the page (your initials) and scrolling down to Product Updates.
💸 Refer & Earn
Know a builder who needs Adaptive? Send them your Refer & Earn link (in your user menu). If they sign up, you earn $250. Easy money. 💰
Thanks for building with us this year. Here’s to even better systems, smoother jobs, and higher margins in 2026.