What we covered:
New expenses experience walkthrough — combining the card feed and receipts into a single expenses page; card transactions auto-create as drafts, receipts auto-merge when uploaded, eliminating duplicate review
"Unlinked" tab introduced — easier reconciliation for cards not connected to Adaptive
Using the AI assistant to chase down missing receipt images — send a text or call card users with outstanding transactions instead of manually commenting on each one
Bill approval workflow troubleshooting — why bills sometimes skip "for approval" and move straight to "ready to pay" (and how to fix it with a placeholder approver)
When bills sync to QuickBooks — clarifying that bills sync after "for approval," not after payment approval, regardless of whether you use the payment approval step
Linking bills to draws when billing on percent complete — options for hybrid billing, and how to filter bills by date range to align with draw schedules
PDF editing on draws — current annotation tools available on bills (highlighting, text boxes, white-out, image edits) and upcoming expansion to draws
AIA G702 cover page feedback — request for a deposit applied / deposit balance line on the main draw cover page for commercial projects
Categories vs. QuickBooks subcodes for budgets — how to roll line items up using either view, and how to apply categories to draws
New UI rebrand — quick tour of the updated navigation and banner