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Client or Bank Facing Categories
Client or Bank Facing Categories

This article covers how to summarize your cost codes into bank-specific draw schedules or simplified budgets for clients

Matt Calvano avatar
Written by Matt Calvano
Updated over 9 months ago

Categories | Overview:

  • Cost Codes can only be Created & Edited from within your QuickBooks account.
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  • Adaptive will only import the cost codes you've already made in QuickBooks.

    • Cost Codes cannot currently be created or edited within Adaptive. Instead, this must be done directly within QuickBooks. And Adaptive will pull in your QuickBooks cost codes during the sync.
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  • By default, Adaptive will only display your internal QuickBooks Cost Codes on your job's Budget tab.

Categories for Cost Codes:

  • Adaptive allows users to place Cost Codes into Categories.
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  • Categories can be very useful for:

    • Clients: Quickly summarize costs to clients by presenting them as categories.

    • Banks: Easily adhere to a bank's specific draw schedule.

Enabling Categories:

  1. Open any job.

  2. Click the Edit button at the top of to open the Edit Jobs window

  3. Under the Draw Schedule Categorization section, click the Categories toggle On.

  4. Click Save

    • Note: Categories must be manually enabled on a job-by-job basis. Currently, categories cannot be enabled globally.


Creating & Importing Categories:

  1. Open any job.

  2. Click the Edit button to open the Edit Jobs window

  3. Under the Draw Schedule Categorization section, click the Categories toggle On.

  4. Then, click Manage Categories button.

  5. Choose between 2 Options:

    1. Add Category: Manually enter a new category name.

    2. Copy from Another Job: Bulk import categories from your other jobs.
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  6. Click Save to return to Edit Job

  7. Then, click Save again to close Edit Job window and save changes.

Choosing Categories:

  • Once categories are enabled, you'll notice a new Categories column on the job's Budget tab.
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  • Now, you have 2 ways of assigning categories to Line Items:
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    1. One-at-a-time: Select a category from the Select a Category dropdown menu.
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    2. Bulk Select:

      1. Place checkmarks next to multiple line items.

      2. Click the Actions button

      3. Choose Select a Category

      4. Then either choose a category or type in a new category directly.

Sort Draws by Items or Category:

  1. Make sure categories are enabled. (see above)

  2. Click on any Draw.

  3. Above the line items, click on the View by Items dropdown menu for 2 choices:

    1. View by Items: The default view that sorts costs by individual line items/cost codes.

    2. View by Categories: Line items that will be sorted & combined into categories.

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

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