Use the Jobs page to view active and inactive jobs, activate jobs synced from QuickBooks, and make jobs available for bills, receipts, budgets, and other workflows.
1. Open the Jobs Page
To view jobs:
Go to Jobs.
Use the Active and Inactive tabs to switch between job lists.
The Active tab shows jobs currently available for use. The Inactive tab shows jobs that are not currently active in Adaptive.
Note: Jobs synced from QuickBooks may appear as inactive until your team activates them in Adaptive.
2. Activate Jobs from the Jobs Page
To activate one or more jobs:
Go to Jobs.
Open the Inactive tab.
Select the job or jobs you want to activate.
Click Activate.
After activation, the jobs move to the Active tab and become available in job selection fields throughout Adaptive.
3. Activate a Job from a Transaction
If you are coding a bill, receipt, or another transaction and cannot find the job you need, the job may be inactive.
To activate an inactive job while coding:
Open the transaction.
Go to the line item section.
Open the Job dropdown.
Select Missing job? if available.
In Inactive jobs, select the job.
Click Activate.
The job will become available in the job dropdown after it is activated.
4. Deactivate a Job
Deactivate a job when it should no longer be used for new activity in Adaptive.
To deactivate a job:
Go to Jobs.
Open the Active tab.
Select the job.
Click Deactivate.
You can also open the job, click Settings, turn off Active, and save.
5. Create a New Job
To create a job manually:
Go to Jobs.
Click Create job.
Enter the job details.
Click Save.
If your company uses QuickBooks, review your sync process before creating jobs manually so duplicate jobs are not created.
6. Customize the Jobs Table
Use the table controls on the Jobs page to show the columns that matter most to your team.
You can use table settings to:
Show or hide columns
Reorder columns
Filter the job list
Review active or inactive jobs separately
If you have any questions or want to share feedback, feel free to reach out at [email protected].