If you want to confirm whether a bill or expense has already been used in a draw, there are several ways to check in Adaptive.
For the full workflow for creating draws, see Building a Draw - Cost-Based or Cost Plus.
1. Find bills or expenses that have already been added to a draw
Go to Bills or Expenses.
Open the All tab.
Use the Billable status filter and select Has been billed.
This shows transactions whose lines have already been added to a draw.
Tip: You can also use the Draw status filter and select Linked to a paid draw or Linked to an unpaid draw to find costs already tied to a draw.
2. Find bills or expenses that have not yet been added to a draw
Open or create a draw.
Click Add to draw.
Select Costs.
Review the list in the Select costs to include on this draw window.
Costs that have already been added to a draw cannot be selected again. If a cost appears but is disabled, hover over it to see which draw it was added to.
Costs that are still available to draw appear as selectable rows in this list.
3. Review undrawn costs in the job budget
To check undrawn costs in the budget:
Open the job's Budget.
Review the Undrawn costs column.
Find the relevant cost code or account.
Click the Undrawn costs amount to view the transactions behind that total.
This helps confirm which approved billable costs have not yet been drawn.
4. Review undrawn costs at the job level
Go to the Jobs list.
Review the Undrawn costs column for the job.
This gives a higher-level view of whether a job still has costs available to draw.
5. Check which draw a transaction was added to
If you need to identify the specific draw a transaction was added to:
Open the bill or expense and look for a Linked draw reference, if shown.
Use Global search as a workaround by searching for the transaction amount.
Please note: Global search is a workaround and may be less helpful when multiple transactions share the same amount.
If you have any additional questions, contact support at [email protected].