What's New in Adaptive - August Product Updates

Build as many as you want. The old four-template limit is gone.

Name each one yourself, then assign it one of the four types.

Copy a template, adjust it for a job, and set which jobs it defaults to.

Now has its own item in the left nav under Accounting Data.

Existing templates carried over. You do not need to rebuild them.

Create custom job types in a project's settings.

Filter by job type on the jobs screen, in the WIP report, and in AI reporting.

Approval workflows used to be bills only. They now cover all four.

Draw approvals are in beta. Approving a draw does not release it to your client. Email support to have them switched on.

Route bills based on their relationship to a purchase order: no PO attached, exceeds the PO by a percentage, or exceeds it by a dollar amount.

Useful when rolling out a PO process and you want anything that slips through to land with a specific person.

Sign in with a Google or Microsoft account.

Separate from email integration. The two addresses do not have to match.

Budget exports: choose and reorder columns, and split change orders into external, internal and budget modification columns.

Draw exports: choose which columns appear. Selections are sticky per user.

Filter by credit type on the bills page, including vendor credits.

A draws page under Accounting Data showing status, open balance and partial payments.

Download a change order PDF to preview it before sending, or after signature.

Profile pictures, which carry through to comments, activity and emails.

Quantities on bills and POs, expected end of September or early October

Reconciliation Center, a dedicated tab for reconciling statements

Ressio sync improvements for change orders and budgets, roughly 45 days out

AI chat improvements and a simpler budget upload