Adaptive

Everything you need to know to navigate and utilize Adaptive effectively

Adaptive Academy

Adaptive cards makes it easy to track spend, issue cards to employees, and close your books quickly

Adaptive Cards

If you notice an issue with a transaction on your Adaptive card, you can dispute it directly through the application. Here's a step-by-step guide to navigating the dispute process and…

How Can I Dispute an Adaptive Card Transaction and What Happens Next?

Best practices and information regarding Adaptive Cards

Adding Attachments to Comments in Adaptive

Attachments 

Learn how to access and use the AI Assistant to ask questions, upload documents, and manage AI-powered requests in Adaptive.

AI Assistant

Overview of the Automations page, including how to view AI-generated values, submit feedback, and create AI rules.

AI Rules, Approvals, and Settings

Approval Workflows & Syncing Bills to QuickBooks

Learn how to create and manage approval workflows for receipts, including setting triggers, adding approval steps, configuring fallback workflows, and bulk approving.

Setting Up and Managing Receipt Approval Workflows

Learn how to connect your email account to automatically import bills and expenses into Adaptive without manual entry or forwarding.

Setting Up Email Integration for Bills and Expenses

Learn how to set up and manage all automation tools in Adaptive, including AI rules, workflows, and AI-driven enhancements.

Automations

Set up retainage tracking, automate it on purchase orders and bills, and monitor totals in your budget using a default retainage cost code.

AP Retainage

Learn about Bill Approvals & Permissions.

Approving Bills

Learn how to manage the bill approval process and set up payment approval workflows

Payment Approval for Bills

Learn how to Filter and Download your Bills.

Bill Statuses & Filters

Use Bulk Actions to Edit & Download multiple Transactions at once.

Bulk Editing & Downloading Bills

This article shows how to easily recategorize your bills and receipts if needed.

Recategorizing Bills and Receipts

Review & Edit Bills before sending them out for Approval or Payment.

Reviewing & Editing Bills

Uploading & Creating Bills

Bills

Canceling a payment in Adaptive and QuickBooks

Don't want to pay off the full balance yet? No problem!

How to make Partial Payments

Learn how to pay bills and make a payment in Adaptive, including free ACH payments, marking bills as paid, scheduling payments, and paying by check through QuickBooks.

Paying Bills From Adaptive

Here is a guide for making payments in Adaptive

Bill Payments

Activating Jobs in Adaptive

You can easily assign Classes at the Job-level.

Assigning a Class to a Job

This article will show you how to copy a budget from one job to another

Can I create a template job in Adaptive?

This article covers how to summarize your cost codes into bank-specific draw schedules or simplified budgets for clients

Client or Bank Facing Categories

Delete, Deactivate or Merge Duplicate Jobs

Speed up your workflow by setting up default Job settings.

Job Default Settings - Class, Location & Bank Account

An overview of Actual Costs to Date and Drawn to Date. And learn how to easily recategorize historical transactions

Historical Costs & Draws

Importing Budgets

An overview of the Internal (Cost) Budget and the Revenue (Client-Facing) Budget, including when and how to use each effectively.

Internal Budget vs. Revenue Budget

Learn how to track changes in your budget.

Tracking Changes & Reallocating Budget

Learn the correct way to apply markups for Cost Plus and Fixed Price projects using the Cost Budget and Revenue Budget.

Using Markups (Cost Plus vs. Fixed Price)

Budgets

Learn how to set up, track, and manage AR retainage on draws in Adaptive.

AR Retainage Tracking

Building a Draw - Cost-Based or Cost Plus

Create, Edit & Export a Percent-Based Draw

Building a Draw - Percent (%) Complete

Quickly get access to all of your Budget info with multiple ways to Filter & Download.

Downloading Budgets, Draws & Transaction Backups

Best practices for Using Draws within Adaptive 

Draws

Learn how to sync time activities from QuickBooks, set employee cost rates, and bill clients for labor hours in Adaptive.

Labor Tracking

Labor

Learn how to set up, manage, and request signatures for lien waivers.

Setting up and Managing Lien Waivers

This article explains how vendors receive, review, sign, and download a Lien Waiver in Adaptive.

Signing Lien Waiver on Mobile

Lien waivers

This article explains how to upload a receipt using the mobile app, review the receipt details, and send it through approval once processing is complete.

How do I Submit a Receipt from Mobile?

Learn how to use the To-Do tab in the Adaptive mobile app to complete expenses missing information and approve bills.

Your Mobile "To Do" List

Approve bills and submit receipts from anywhere.

Mobile

Adaptive POs vs QuickBooks POs

How to convert QuickBooks and Procore, Purchase Orders into Adaptive Purchase Orders and understand the differences between them.

Converting External Purchase Orders to Adaptive Purchase Orders

Learn how to create, find, and manage purchase orders (POs) in Adaptive.

Creating and Managing Purchase Orders (POs)

Learn how to add, manage, and view document attachments on purchase orders in Adaptive, including default attachments, PO-specific files, and visibility for vendors and internal users.

How Can I Manage Document Attachments in Purchase Orders (POs) in Adaptive?

Here is a walkthrough on creating Terms and Conditions for Purchase Orders (POs) in Adaptive.

Purchase Order Settings Adding Terms and Conditions

Sending Purchase Orders for Signature

Purchase Orders

Connecting your cards saves you time by allowing Adaptive to match your receipts to your transactions.

Connecting Your Credit Cards

Quickly add past receipts or create new receipts from scratch.

Uploading & Creating Receipts

Learn how to review, approve, and manage receipts in Adaptive

Receipt Approvals

How to Resolve Issues with Missing Transactions in the 'Missing Info' Tab on Adaptive.

How can I resolve issues with missing transactions in the 'Missing Info' tab on Adaptive?

Best practices for managing your receipts and card feed

How to avoid creating duplicate expenses in QuickBooks

This guide will walk you through using the Receipts Tab, Card Feed, and other tools to streamline your expense workflows.

Expenses Experience: Managing Receipts, Bills, and Matching Card Transactions in Adaptive

Receipts

Here’s an overview of how to create custom reports from applying filters, customizing columns, and saving your report layout.

Custom Reports & Scheduling Exports

Here’s an overview of Adaptive’s reports, including the built-in options and the insights they provide.

Reports

Learn how to access, configure, and manage the WIP report to track revenue, costs, and profitability across jobs.

WIP Report

Email Template to send to your Vendors

Now its easy to stay on top of your Vendor's Compliance Docs & ACH Payment Info.

Requesting & Storing Vendor Payment Info & Compliance Docs

Stay up-to-date with Vendors by sending & receiving Comments from them.

Sending Messages to Vendors

Vendors Overview & Settings

Keep up with all your Vendors and pay them via ACH or check straight from Adaptive

Vendors

Applying vendor credits to Bills in Adaptive

How to Apply a Vendor Credit

How to Create a Vendor Credit

Guide for creating and applying Vendor Credits

Vendor Credits

Homepage

Find answers and get help from Intercom Support and Community Experts

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