Budget activity log: Scroll to the bottom of any job budget to see who changed each line, when and by how much. Use the notes field on each line to explain why.
Job-specific cost codes and accounts: Choose which cost codes and accounts can be used on each job, under Settings > Accounting. This keeps field staff from picking the wrong code.
Tax rates: Create your own tax rates for bills and draws, group them by location and choose which account they post to. If you set tax rates in Adaptive, turn off automated tax calculation in QuickBooks.
Job setup agent: Automatically fill in class, location, job type, team, billable rates and more every time you create a job. Contact your rep to set one up.
New reports: Build reports by describing what you want in plain language, then favorite them to use again. Rolling out to all accounts this week.
Quick updates: New filters (including job type), totals on the purchase orders page and a global search in the top right that searches across bills, invoices, draws and more.
What's New in Adaptive - October Product Updates + Features You Might Have Missed
Budget updates, tax rates, and more