In this workshop, we covered:
The new Expenses section, which merges Receipts and Card Feed into one view to catch duplicates and simplify reconciliation
How the Unlinked tab works and when to manually link an expense
How job status affects expense assignment and what to do when a job is inactive
Practical use cases for Adaptive's AI Assistant, including flagging duplicate charges, summarizing WIP reports, and chasing outstanding receipts from your team
How agents can run recurring tasks automatically in the background — like weekly receipt reminders to your PMs
QuickBooks Online job status sync and how to manage it correctly