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May 2024 - Vendor Tagging, PO Approvals & More
May 2024 - Vendor Tagging, PO Approvals & More

At Adaptive, we’re constantly innovating to make managing your finances easier. Here are the latest updates to help you save time and money

Serra Kazanc avatar
Written by Serra Kazanc
Updated over 6 months ago
  1. Tag vendors in comments

  2. Send POs to vendors for approval

Tag vendors in comments

Have you ever wished you could communicate with your Vendors directly from Adaptive? Well, now you can. And the best part is that your Vendors don't need an Adaptive account.

Simply tag your vendors directly in the comments section on bills, receipts, and POs using the @ symbol. Vendors will receive an email notification and can reply directly from their email.

Send POs to vendors for approvals

You can now send POs to your vendors directly from Adaptive. Vendors will receive an email with your PO request and can view and accept it without needing an Adaptive account. You’ll be notified automatically when a vendor accepts the PO. You can also send POs for approval in bulk and configure your PO notifications in Settings.

Bite-sized improvements

  • If change tracking is enabled on your budget, the PDF export will now include the original budget, changes, and the revised budget.

  • Download budget exports with more than 3,000 transactions smoothly.

  • Added a WIP report to your reports tab. If you don’t see it, let us know, and we’ll enable it.

  • Set markups to 4 decimal points for greater precision.

We’re listening

Have ideas for what we should work on next? Share your thoughts via the support chat on your Adaptive dashboard.

The Adaptive Team

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