Adaptive Academy
Everything you need to know to navigate and utilize Adaptive effectively
65 articles
Assigning a Class to a Job
Can I create a template job in Adaptive?
Client or Bank Facing Categories
Delete, Deactivate or Merge Duplicate Jobs
Historical Costs & Draws
Internal Budget vs. Revenue Budget
Importing Budgets
Job Default Settings - Class, Location & Bank Account
Using Markups (Cost Plus vs. Fixed Price)
Connecting Your Credit Cards
Expense Approvals
Finding and Managing Receipts in Expenses
How to avoid creating duplicate expenses in QuickBooks
How to resolve missing card transactions on Expenses
Managing expenses with Adaptive
Matching an Expense to a Credit Card Transaction
Reviewing & Syncing Expenses to QuickBooks
Adaptive POs vs QuickBooks POs
Automatic Purchase Order Matching
Converting External Purchase Orders to Adaptive Purchase Orders
Creating and Managing Purchase Orders (POs)
How Can I Manage Document Attachments in Purchase Orders (POs) in Adaptive?
Purchase Order Settings Adding Terms and Conditions
Sending Purchase Orders for Signature