💳 Payment Approvals
Approving a bill and approving a payment shouldn’t be the same thing.
Now, you can separate cost approval from cash authorization with Payment Approvals.
Now you can:
Approve bills without immediately releasing cash
Add an extra approval step before money leaves the account
Require payment approval based on amounts, jobs, cost codes, roles, or specific users
This gives admins and ownership tighter control over cash flow — without slowing down day-to-day operations.
🔁 Smarter Approval Workflows (POs, Cards, & Jobs)
Approval bottlenecks and missed context lead to overspend, delays, and risk.
Now, you can route approvals based on what’s actually happening — not just static rules.
Now you can route approvals using real-world conditions
Linked PO (Bills)
When PO management gets complex, it’s easy to miss overruns. Now you can:
Automatically route a bill when it exceeds its linked PO by a set amount
Trigger review when a PO has only X dollars remaining after a bill
Card Transactions (Receipts)
Unmatched receipts are a common source of missing costs. Now you can:
Route receipts that are matched to a card transaction
Flag receipts that aren’t matched yet and need follow-up
Why this matters:
You catch risk before payments go out without extra manual review or spreadsheet checks.
👷 People-on-Job Approvals (Now Live for Everyone)
Approvals often slow down because they’re routed to people who aren’t close to the work.
Now, you can require approvals from:
A specific role and
Someone who’s actually assigned to the job
What this unlocks:
PMs and field leaders can approve costs on their own projects, keeping decisions with the people who understand the context — and keeping jobs moving without sacrificing control.
📑 Purchase Orders, Reimagined
PO management gets harder as project size and volume grow. Manual matching and reconciliation don’t scale.
Now, you can manage committed costs with far less effort.
Auto PO Matching
When a bill comes in, Adaptive now automatically attempts to match it to an open PO when references and totals align.
If everything checks out, the bill is linked automatically — no manual matching required.
New Bills Filter: Linked to PO
Now you can instantly:
View only bills tied to purchase orders
Compare committed vs. actual costs
Spot unlinked bills before they cause budget confusion
Why this matters:
You maintain tighter budget control as complexity increases — especially important for larger projects and workflows where POs are critical to protecting margin.
🔄 Procore Cost Sync (Beta)
Procore users — you can now push costs directly from Adaptive into Procore.
In addition to pulling budgets, commitments, and vendors, enabled customers can now push:
Bills
Expenses
Burdened timesheets
Why this matters:
Manage costs in Adaptive while keeping Procore fully up to date, without duplicate entry or reconciliation headaches.
This feature is in beta and rolling out gradually. Reach out to your account manager or our Support Team via in-app chat if you’d like to give it a try.
🔐 More Control Over Financial Visibility
Not everyone needs to see revenue data... but the right people do.
Now, you can control who can view revenue budget information across:
WIP
Jobs table
Job budget table
Result:
Sensitive financial data stays protected, while PMs and leadership still have the visibility they need to make informed decisions.
🏆 Big News: Best of IBS Finalist
Adaptive is a finalist for Best of IBS – Business Solution Software 🎉
This recognition reflects the real-world problems being solved across construction finance and the customers building with us every day.
Thank you for being part of it.