Four ways to add receipts to Adaptive
1. Mobile app (scan or upload)
Open the Adaptive app on your phone.
Tap Scan receipt (or start the camera/upload flow from the home screen, depending on your app version).
Take a photo of the receipt or choose one from your library.
Tap Continue, or Retake if you need another shot.
Add a Job, or choose This is not for a job if it doesn’t apply.
Select a Cost code, or choose I don’t know this info if you’re unsure.
Tap Submit for review.
For the full mobile video walkthrough (including approval and tips), see How do I submit a receipt from the mobile app?
2. Email
Forward receipt emails from vendors to Adaptive using your company’s receipt/bills forwarding address.
Forwarded receipts often appear under Bills first. You can Re-categorize bills as receipts when needed.
To route future mail from a vendor to Receipts automatically, open the vendor profile (for example, Home Depot), turn on Receipts only, then Save.
Tip: You can find your company specific forwarding email on the Bills page in Adaptive.
3. Drag and drop (web)
Select receipt files on your computer.
Drag them onto the Adaptive window on the Expenses tab
4. Create a receipt manually
Click + New expense
Enter the required details
Click Save
If you have any questions or want to share feedback, feel free to reach out at [email protected].