4 ways to Add Receipts to Adaptive:
Use the Mobile App to Scan Receipts into Adaptive:
Open the Adaptive app on your mobile phone.
Click Scan Receipt button.
Take a picture of the receipt with your phone.
Then choose Continue
Or, Retake
Then, add a Job
Or, click This is not for a job
Select a Cost Code
Or, click I don't know this info
Finally, click Submit for Review
Email Receipts to Adaptive:
Forward Vendor's Email Receipts to Adaptive
Emailed Receipts will default to the Bills section
But you can simply Re-categorize Bills as Receipts
Or, find the Vendor's info page (e.g., Home Depot), select the Receipts Only toggle and Save. This will make sure all future emails forwarded from that vendor go straight to Receipts (instead of Bills)
Drag & Drop Receipts into Adaptive:
Select receipts in a folder
Then drag and drop them directly onto the Adaptive screen
Receipts will immediately upload.
Manually Create New Receipts:
Click New Receipt button.
Enter all necessary info
Click Save
If you have any questions or want to share feedback, feel free to reach out at [email protected].