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Uploading & Creating Bills

Add & Create new Bills with ease.

Matt Calvano avatar
Written by Matt Calvano
Updated over 2 weeks ago

3 ways to add/enter Bills into Adaptive:

  1. Forward Bills to your Adaptive Email: Bills forwarded from your email inbox to your Adaptive Email will automatically appear on the main Bills page.
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  2. Drag & Drop Bills directly into Adaptive: If you have your bills in a folder, simply highlight them to drag & drop them directly onto Adaptive's main Bills page. Please note: Files must be in PDF or image format for processing.
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  3. Create a new Bill: Manually create a new bill by clicking on the "New Bills" button on the main Bills page. In the New Bill screen, simply drag the bill onto the left side of the screen and fill in the billing info manually.


If you have any questions or want to share feedback, feel free to reach out at [email protected].
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