🏷️ Vendor Types — Organize, Filter, and Automate by Vendor
You can now tag vendors with a Vendor Type — like Subcontractor, Supplier, or whatever categories fit your business — and use those types across the platform.
Once set, vendor types unlock a lot:
Filter the vendor table and your bills & expenses list by vendor type
Batch apply types across multiple vendors at once
Build approval workflows triggered by vendor type — route subcontractor bills differently from supplier invoices, for example
Update via AI Assistant — just type it in chat
Vendor types are fully custom, so you define the categories that make sense for your team.
👉 Try this: Head to any vendor profile and set a Vendor Type. Then filter your Bills list by that type to see it in action.
📎 Name Your Vendor Documents
When vendors have multiple documents on file (certificates, W-9s, insurance docs), telling them apart gets messy fast, especially when several are labeled "Other."
You can now give each vendor document a custom name, so the right file is always easy to find.
👉 Try this: Open a vendor profile, go to their documents, and rename any doc that could use a clearer label.
✅ 1099 Eligible — Track It Once, Sync Everywhere
You can now mark vendors as 1099 Eligible directly in Adaptive. That status syncs bidirectionally with both QuickBooks Online and QuickBooks Desktop, so your records stay consistent without any duplicate data entry.
You'll also find the 1099 Eligible field in:
Vendor table as an optional column
Vendor filters for quick lookups
Vendor report for a full-picture view at filing time
👉 Try this: Pull up your vendor list, filter by 1099 Eligible, and confirm your records match what's in QuickBooks.
🧾 Annotate PDFs on Bills & Expenses
You can now mark up PDFs directly on bills and expenses and save those annotations back to the record.
Highlight amounts, add notes, flag line items for review all without leaving Adaptive or losing your work.
👉 Try this: Open a bill with a PDF attachment, make an annotation, and save it back to the record.
🤖 OCR Now Reads Classes
When you upload a bill or expense, OCR already pulls in vendor, job, and other key fields. Now it goes further: OCR will auto-populate classes on line items.
Here's how it works:
QuickBooks customers: OCR makes its best guess at the class and sets it on each line item
Non-QuickBooks customers: OCR uses your cost code → class mappings from the Accounting page, and falls back to best-guess if no mapping exists
Note: This only kicks in if you have Set class per line turned on in your settings.
👉 Try this: Upload a bill and check whether OCR has populated your class fields automatically.
🔗 QuickBooks Desktop: Journal Entries in Budget & WIP
If you're on QuickBooks Desktop, you can now pull journal entries into your Budget and WIP — the same way QBO customers already could.
To enable it: toggle on the setting at the client level, then each user can turn it on in their own settings and choose a starting date and the accounts they want to include.
👉 Try this: Go to your settings and enable journal entry pull-in to see how it affects your budget and WIP views.
💡 Bite-Sized Improvements
A few smaller updates worth knowing about:
$0 bills are now supported. If you have a bill with a zero-dollar total — like a change order acknowledgment — it'll validate, sync to QBO and QBDT, and be marked as paid automatically. (Note: the $0 restriction still applies to vendor credits.)
Mobile bill approval UI has been updated for a smoother review experience on the go.
AI Assistant conversations are now organized into In Progress, Awaiting Follow-Up, and Conversation History — so it's easier to pick up where you left off.
🎓 Weekly Adaptive Workshops — Every Thursday at 11 AM CT
Join us live each week for hands-on sessions where you can see real workflows, pick up best practices from other customers, and ask questions directly to our team.
👉 Register here: https://us06web.zoom.us/webinar/register/WN_wSiOMkz1QrWoEkvqQXRWCg