1. Recategorize a bill as a receipt or purchase order
To recategorize a bill:
Open the bill.
Click the Actions menu, shown as the ... button.
Select Re-categorize as a receipt or Re-categorize as a purchase order.
Adaptive saves the change and opens the new receipt or purchase order.
Note: You need permission to edit the bill. To recategorize a bill as a purchase order, you also need permission to add or manage purchase orders.
2. If the bill cannot be recategorized
If you do not see a recategorization option, the bill may be in a status where it cannot be recategorized directly.
To move a bill back to draft:
Open the bill.
Click the Actions menu, shown as the ... button.
Select Revert to draft.
In the confirmation window, click Revert to draft.
After the bill is back in draft, open the Actions menu again and choose the recategorization option you need.
If the bill is linked to a draw, Adaptive may ask whether to Delete line on draw or Keep line on draw before moving the bill back to draft.
Important: If a bill is already in a payment process or has payment activity, you may need to cancel or delete the associated payment before it can be moved back and recategorized.
Learn more about bill statuses here: Bill Statuses & Filters.
3. Recategorize a receipt as a bill or purchase order
To recategorize a receipt:
Open the receipt.
Click the Actions menu, shown as the ... button.
Select Re-categorize as a bill or Re-categorize as a purchase order.
Adaptive saves the change and opens the new bill or purchase order.
Note: Receipts can be recategorized from Draft or For review. If the receipt has already been synced to QuickBooks, remove it from QuickBooks first.
4. Recategorize bills or receipts in bulk
You can also recategorize multiple transactions from the list view.
For bills:
Go to the Bills page.
Select one or more bills.
Click Actions.
Choose Re-categorize as a receipt or Re-categorize as a purchase order.
For receipts:
Go to the Receipts page.
Select one or more receipts.
Click Actions.
Choose Re-categorize as a bill or Re-categorize as a purchase order.
Some bulk actions may be disabled if a selected transaction is still processing, in the wrong status, archived, synced to QuickBooks, or missing the required permissions.
6. Limitations
Keep these limitations in mind:
Purchase orders cannot be recategorized back into bills or receipts. If a bill or receipt was incorrectly recategorized as a purchase order, delete the PO and re-upload the original bill or receipt.
Pending bills and receipts may not be available for recategorization until Adaptive finishes processing them.
Credit card placeholder transactions cannot be recategorized as purchase orders.
Synced receipts must be removed from QuickBooks before they can be recategorized.
Learn more about purchase orders here: Creating and Managing Purchase Orders (POs).
If you have any questions or want to share feedback, feel free to reach out at [email protected].