Adaptive Academy
Everything you need to know to navigate and utilize Adaptive effectively
49 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
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?
Receipt Statuses & Filters
Reviewing & Syncing Receipts to QuickBooks
Uploading & Creating Receipts