Adaptive Academy
Everything you need to know to navigate and utilize Adaptive effectively
66 articles
Activating Jobs in Adaptive
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
Job Default Settings - Class, Location & Bank Account
Historical Costs & Draws
Importing Budgets
Internal Budget vs. Revenue Budget
Tracking Changes & Reallocating Budget
Using Markups (Cost Plus vs. Fixed Price)
Connecting Your Credit Cards
Expenses Experience: Managing Receipts, Bills, and Matching Card Transactions in Adaptive
How can I resolve issues with missing transactions in the 'Missing Info' tab on Adaptive?
How to avoid creating duplicate expenses in QuickBooks
Managing expenses with Adaptive
Receipt Approvals
Uploading & Creating Receipts
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