1. Deleting bills
Deleting a bill removes it from your active records in Adaptive.
To delete a bill:
1. Go to Bills.
2. Open the bill you want to delete.
3. Select the three-dot menu.
4. Select Delete.
Deleting is useful when a bill was created by mistake and should no longer be kept in Adaptive.
When you can’t delete a bill:
You can’t delete a bill that has already been approved or paid. You also may not be able to delete a bill if it has related QuickBooks sync errors or associated payments that need to be handled first.
How deleting affects syncing:
If the bill has already been synced to QuickBooks, deleting it in Adaptive also triggers a deletion in QuickBooks. If the bill has associated payments, it may need to be deleted directly in QuickBooks instead.
Please note: Deleting a bill cannot be undone.
2. Archived bills
Archived bills are bills you want to keep for your records without keeping them in your active workflow.
When you archive a bill, it no longer appears in active bill views like Inbox, For approval, For payment approval, and Ready to pay. Archived bills also do not appear in billable cost workflows, such as costs available to add to draws, and they are excluded from active budget cost views. You can still find them in the All tab.
To archive a bill:
1. Go to Bills.
2. Open the bill you want to archive.
3. Select Archive.
To find archived bills:
1. Go to Bills.
2. Open the All tab.
3. In the Status filter, select Archived.
To restore an archived bill:
1. Open the archived bill from the Bills table.
2. Select Restore.
Archiving is useful when a bill no longer needs action, but you still want to keep it for historical reference and reporting.
Please note: Archived bills are not deleted. They remain saved in Adaptive and can be restored later.
If you have any questions or want to share feedback, feel free to reach out at [email protected].