What we covered
Waiting on my approval (3:00): The “Requires my approval” toggle is becoming “Waiting on my approval.” It shows only items where you’re next in line or the final approver. You can still use the “Requires approval from” filter to see everything assigned to someone. Live for bills now, and coming to expenses soon.
Clerks (11:40): Clerks group several agents into one, like a chief of staff for a task. The Insurance Tracking Clerk runs six agents, covering requests, expirations, coverage amounts and gaps in coverage for audits. The AP Clerk reports on bills received, items stuck in approval for 7+ days, and possible duplicates. Ask your account manager to deploy a clerk in your account.
Adding columns to reports (17:00): In the new reporting, click the stars icon to open the AI chat and ask it to add a column, like vendor ACH status.
Job-specific cost codes (21:00): These are available for non-QuickBooks users only. QuickBooks users can limit cost codes to each job’s budget by setting the Cost codes permission in a role to My jobs.
Coming soon: invoice links (27:00): Adaptive will be able to follow “view your invoice” links in emails and pull in the invoice automatically.
Canceling ACH payments (30:00): Open any in-progress payment and click Cancel Payment. You have about 2 business days after submitting before funds may not be stoppable.
API and Claude connections (31:30): An open API is planned for Q1 2027.
Debit date vs. delivery date (34:00): When paying by ACH, you choose the debit date (when funds leave your account). Payments arrive 2–3 business days later. If you only see “On ACH collection,” the vendor’s ACH details haven’t been added yet.
Home Depot commercial cards (38:30): These can’t connect through Plaid right now. As a workaround, upload your monthly statement to the AI Assistant and ask it which charges are missing receipts.
Example prompt for missing receipts
“Here’s my statement from last month. Look at the Home Depot charges and compare them to the expenses already uploaded. Tell me which ones are still missing a receipt.”
Related: Builders, Budgets & Agents Workshop, featuring customers Luke and Beatrice sharing how they use agents.