Adaptive

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

Connecting Your Credit Cards

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

Expense Approvals

Receipts, card transactions, and manually created expenses are managed from Expenses. This guide explains where to look after a receipt is submitted, why it may not match automatically, and what…

Finding and Managing Receipts in Expenses

Best practices for managing your receipts and card feed

How to avoid creating duplicate expenses in QuickBooks

Card transactions sometimes don't appear on Expenses right away, or an expense stays Unlinked. This article covers the most common causes and what to check.

How to resolve missing card transactions on Expenses

Learn how to manage expenses, match card transactions, and reconcile unmatched expenses in Adaptive.

Managing expenses with Adaptive

A breakdown of matching submitted Expenses (receipts) to their corresponding Credit Card transactions!

Matching an Expense to a Credit Card Transaction

Easily review & edit your expenses (receipts) before syncing them to QuickBooks.

Reviewing & Syncing Expenses to QuickBooks

Expenses

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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