Edit or download many records at once instead of one at a time.
Quick steps
Open the status tab you want, such as All, Draft, For approval, or For payment.
Narrow the list with filters if you need to, by job, vendor, or cost code.
Tick the checkboxes on the rows you want.
Open Actions to edit them, or Download to export them.
Bulk actions work on Jobs, Bills, Receipts, Vendors, and Purchase orders.
What you can do on each page
What you see depends on your permissions and on your company's settings, so your list can be shorter than the ones below.
Jobs
On the Active tab you can deactivate jobs. On the Inactive tab you can activate them.
Bills
Tab | Bulk actions |
Draft |
|
For approval |
|
Payment approval |
|
For payment |
|
All |
|
Depending on your settings you may also see Re-categorize as a purchase order, Auto-split document, and Unlock.
Edit properties is a submenu on Actions. Use it to set the vendor, cost code or account, job, and billable status, plus class or custom category if your company uses them.
Receipts
Your tab names depend on whether your account uses receipt approvals. With approvals the first two tabs are Draft and For approval. Without them, they are Missing info and Waiting for review.
Tab | Bulk actions |
Draft / Missing info |
|
For approval / Waiting for review |
|
All |
|
Unmatched |
|
Approve and Reject appear when approvals are on, and Publish when they are off. Unlock appears when your account uses Export Center.
Edit properties here covers the assignee, vendor, account, class, custom category, Paid with, and billable status.
Vendors
Request documents
Request ACH
Ignore sync errors
Edit properties, such as the transaction type and other vendor defaults
Purchase orders
Close or Open, whichever the tab you are on offers
Ignore sync errors
Send for signature, Mark as signed, Convert to Adaptive PO, and Duplicate
Edit properties: vendor, cost code or account, job, class, retainage, and custom category, depending on your integration and settings
Bulk download
Open the status tab you want, and filter the list if you need to.
Tick the rows you want, or skip this and use Download all to export everything in the current view.
Open Download and choose Download selection for the ticked rows, or Download all.
Pick a format.
Format | What you get |
Transactions (XLSX) | A spreadsheet of the records |
Backup (PDF) | A PDF backup. On Bills this is labelled Transaction backup (PDF) |
Backup (ZIP) | A ZIP of the individual files. On Bills, Transaction backup (ZIP) |
On Bills you may also see Signed lien waivers, as a PDF or a ZIP.
Vendors have their own export types: Vendor information (XLSX) and Vendor documents (ZIP). Purchase orders download one at a time — open the PO and download it as a PDF.
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If you have any questions or want to share feedback, feel free to reach out at [email protected].