In Adaptive, costs are organized into two classifications: Receipts and Bills.
You might be wondering what the difference is:
Receipts are costs that have already been paid
Bills are costs that still need to be paid (sometimes called invoices)
This article explains the different ways to upload bills and receipts into Adaptive and how to review them once uploaded.
1. Accessing Bills and Receipts
To access your bills or receipts, navigate to either the Bills page or the Receipts page in Adaptive.
2. Uploading via the Mobile App
Bills and receipts can be uploaded using the mobile app.
Uploading through the mobile app is supported for both bills and receipts.
Additional instructions for mobile uploads are covered here:
3. Uploading via Email
Adaptive provides a unique email address for uploading bills and receipts.
To upload via email:
Go to the Bills page
Locate the account-specific email address displayed on the page
Email files directly to this address, or have vendors email documents to it
All emailed documents are initially created as Bills.
Recategorizing Email Uploads as Receipts
To change an emailed bill to a receipt:
Open the bill
Click Recategorize as receipt
Setting a Vendor Default Transaction Type
If a vendor always sends receipts:
Open the Vendor record
Set the Default transaction type to Receipt
This automatically categorizes future emailed documents from that vendor as receipts.
Important: Email uploads default to bills unless a receipt is set manually or through the vendor default.
4. Manually Adding Bills or Receipts
Bills and receipts can be created manually.
To manually add a bill:
Click Add new bill
Enter all required information
Attach a file if needed
To manually add a receipt:
Go to the Receipts page
Click Add in the top-right corner
Enter the receipt details and attach a file
5. Uploading by Drag and Drop
Files can be uploaded by dragging and dropping them directly into Adaptive.
To upload using drag and drop:
Open the Bills page or the Receipts page
Drag files from your computer
Drop them into the upload area on the page
6. Reviewing Uploaded Documents
After uploading:
The document begins processing and loading
Open the uploaded bill or receipt
Review the extracted information
Confirm everything looks correct before continuing
Summary of Upload Methods
Bills and receipts can be uploaded into Adaptive using:
The mobile app
An account-specific email address
Manual entry
Drag-and-drop uploads from your computer
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at [email protected].