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January 2026 - Smarter Approvals, Customizable Exports, and More

New year, new features — and this month, we’re kicking things off with serious momentum. From smoother approvals to smarter exports, January’s updates are all about making your back office less manual and more intuitive.

Updated over 2 weeks ago

Here’s what’s new:

📥 Customizable Exports (First Stop: WIP)

No more fixed formats. Now, when you export from the Work in Progress table, your export will match the column layout on screen, and you can tweak it however you like before downloading.

  • Customize columns, hide/show data, change order

  • Your layout = your export

  • We’ll remember your last config so you don’t have to start from scratch

We’re starting with WIP but plan to roll this out across the platform soon.

🧾 Receipt Approvals Are Here (Live for Everyone!)

It’s official: receipt approvals are now live for all users.

Just like bills, you can now:

  • Set up approval workflows for receipts

  • Use fallback logic

  • Bulk approve

  • Track everything in a new "Waiting for Approval" tab

Clients are already loving this one, especially those who want tighter cost controls in the field.

📚 How to set it up →

🧠 Smart Approvals: People-on-Job + Budget Rules

Approvals just got sharper.

People on Job You can now assign approval steps based on who’s actually on the job, not just their role. It’s perfect for builders who want workflows tied directly to project staffing.

Budget Rules Want to trigger approvals based on how close a bill is to budget? Now you can:

  • Trigger when within or exceeding a budget

  • Use percent or dollar thresholds

Example: Require approval when a line item is within 10% of budget or exceeds it by $500.

✍️ Better Approvals UX (Especially for Bosses)

We made some adjustments to how "Bypass Approvals" works so it’s less confusing:

  • If you're in the approval workflow: you'll see an Approve button first, Bypass second

  • If you’ve already approved: Approve is disabled with an explanation + link to Bypass

  • If you're not in the workflow: Bypass is the main action

In all cases, you can always access Bypass via the … menu.

📌 Pinned Columns in WIP

Working in wide tables just got easier. You can now pin columns in WIP so they stay in view while you scroll. Start with your job name, pin your notes column… whatever helps you stay oriented.

Small change, big clarity.

📱 Mobile Improvements That Keep You Moving

We’ve made a series of targeted updates to make Adaptive faster, clearer, and easier to use on the jobsite.

  • Refreshed UI for catch-up screens

  • Shortcut buttons to speed up approvals

  • Add vendor, description, and comment right when uploading a receipt

  • General polish + bug fixes to keep you moving fast in the field

This is part of an ongoing push to make Adaptive just as powerful on the go.

✨ New & Noteworthy

  • Journal Entries now on Budgets + Jobs pages

    • Previously only visible on WIP, journal entries now feed into budgets and jobs too for our QuickBooks Online users.

  • Vendor Docs = No Attachment Required

    • You can now add vendor docs without needing to upload a file, perfect for tracking expiration dates when you don’t have everything on hand yet.

  • Default People on Job

    • Want the same team on every job? Set your defaults once in Settings and let Adaptive do the rest.

  • New toggle for Retainage fields

    • Easily switch between percentage and dollar values. A small tweak that makes managing retainage simpler and more intuitive.

🎥 Want a Live Walkthrough?

Join us for our Feature Webinar on Wednesday, Jan 14 at 11am CST. We’ll run through these updates live, show you how to use them, and leave time for Q&A.

📅 Register here

💸 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. 💰

Here’s to smarter systems and stronger margins in 2026. Let’s build.

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