Once bills are uploaded into Adaptive, review and edit them before sending for approval or payment. This ensures all billing details are accurate and properly categorized.
1. Access Bills
To view uploaded bills:
Navigate to the Bills page
Review all bills in the table view
From this view, Adaptive displays the billing information extracted from each document.
Note:
Adaptive uses OCR (Optical Character Recognition) to extract billing details from uploaded documents. Cost Codes are not extracted and must be assigned separately.
2. Review Bills in Table View
Use the table view to quickly review and take action on multiple bills.
View extracted billing details for each bill
Select multiple bills using the checkboxes
Click Actions to:
Edit bills in bulk
Approve multiple bills simultaneously
3. Review & Edit Bill Details
To view and edit a specific bill:
Click on a bill to open the Bill Details page
From here, you can:
Review all extracted bill information
Add or update Line Items to allocate costs across Jobs and Cost Codes
Bulk update multiple line items
Note:
If a bill does not include a Due Date, it defaults to the Upload Date.
4. Split Multi-Page Bills
To split a multi-page document into separate bills:
Open the bill in the Bill Details page
Click Auto Split Document
This will:
Split each page into an individual bill
Example: A 3-page document becomes 3 separate bills
5. View Activity Log
At the bottom of the Bill Details page, access the Activity Log to:
View a timeline of all edits
See which user made each change
6. Send Bills for Approval
After reviewing and editing:
Click Send for Approval at the bottom of the bill
This moves the bill to the approval workflow.
7. Annotate Documents
To annotate a bill or document:
Open a bill from the Bills page
Use the annotation tools to:
Highlight content
Add text boxes
Adjust text box size
Edit or delete annotations
Erase annotations as needed
Click Save Edited File to apply changes
Important:
Saving the edited file replaces the original document and the edited document is retained when syncing to QuickBooks Online (QBO).
If you have any questions or want to share feedback, feel free to reach out at [email protected].