Adaptive Academy
Everything you need to know to navigate and utilize Adaptive effectively
66 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
- How to Reconcile One Receipt Against Multiple Transactions
- 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