Welcome To Adaptive!
This guide walks you through the recommended steps to get up and running with Adaptive. Each step includes links to more detailed Help Center articles if you need deeper guidance along the way. Feel free to skip any steps that aren’t relevant at this stage.
Step 1: Integrations Sync Meeting
Kick off onboarding by connecting your accounting system and confirming data flow.
Step 2: Core Setup
Establish the core systems and financial connections needed to operate in Adaptive.
🔗 PO setup
🔗 KYB (Know Your Business) application
🔗 Financial account sync
Step 3: Job Costing Overview (Accounting)
Review how job costing, expenses, and approvals flow through Adaptive.
🔗 AP flow overview
🔗 Show overall system flow
🔗 Set up placeholder approval workflows
Step 4: Job Costing & Payments Go Live
Begin running real workflows and preparing the team for day-to-day usage.
🔗 Run weekly AP and expense workflows
🔗 Get payments fully set up
🔗 Update approval workflows and card accounts with final approvers and submitters
🔗 Review vendor payment information collection process
🔗 Group training call with field team
Step 5: Draws / Pay Apps
Configure and process draws or pay applications.
🔗 Draws flow overview
🔗 Create a real draw or pay app
Step 6: WIP & Reporting
Confirm financial accuracy and reporting visibility.
🔗 Confirm WIP is live and accurate
🔗 WIP comments and management
🔗 Ensure comments are created or in use
✅ Onboarding Guide Complete! Your system is now fully configured and ready for ongoing use. Revisit any step above as needed, or contact Support or your dedicated Account Manager if questions come up along the way.