If you want to confirm whether a bill or receipt has already been used in a draw, there are a few ways to check in Adaptive.
If you’re looking for the full workflow for creating draws, see Building a Draw - Cost-Based or Cost Plus.
1. Find bills or receipts that have already been added to a draw
Go to Bills or Receipts.
Open the All tab.
Use the Billable Status filter and select Has been billed.
This filter helps you identify transactions that have already been used in a draw.
2. Find bills or receipts that have not yet been added to a draw
Create a new draw.
Click Add Costs.
Review the transactions in the list.
Transactions that have already been added to a draw no longer appear in the Add Costs window.
3. Review Undrawn costs in the job budget.
To check undrawn costs in the budget:
1. Open the job’s Budget.
2. Review the Undrawn costs column.
3. Look for the relevant cost code or account.
4. Click the Undrawn costs amount to view the transactions behind that total.
This is a helpful way to confirm which approved billable costs have not yet been drawn.
To review undrawn costs at the job level:
1. Go to the Jobs list.
2. Review the Undrawn costs column for the job.
This gives you a higher-level view of whether a job still has costs available to draw.
4. Check which draw a transaction was added to
If you need to identify the specific draw a transaction was added to and do not want to open each draw manually, you can 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, please don't hesitate to contact our support team at [email protected].