Use job default settings to prefill accounting values on transactions for a job. Depending on your account setup, Adaptive can store a default class, location, and bank account on each job.
1. Open Job Settings
To edit job defaults:
Go to Jobs.
Open the job.
Click Settings.
Review the available default fields.
Click Save after making changes.
The fields you see depend on your company's settings and accounting integration.
2. Set a Default Class
If class tracking is enabled, use Default class to assign a class to the job.
To set a default class:
Open the job's Settings.
Choose a value from Default class.
Click Save.
After the default is saved, Adaptive can use that class when creating or coding job-related transactions.
3. Set a Location
If location tracking is enabled, use Location to assign a default location to the job.
To set a location:
Open the job's Settings.
Choose a value from Location.
Click Save.
4. Set a Default Bank Account
Use Default bank account to choose the payment account Adaptive should prefill during payment workflows for that job.
To set a default bank account:
Open the job's Settings.
Choose a value from Default bank account.
Click Save.
Note: Default values help reduce manual entry, but users should still review transaction details before submitting or syncing.
If you have any questions or want to share feedback, feel free to reach out at [email protected].