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FAQs
Commonly asked questions on Adaptive
How to recategorize a Receipt to a Bill and vice versa.
How to upload Receipts and Bills into Adaptive
How to Split multi-page PDFs (Bills)
Vendor Credits
Canceling a payment in Adaptive and QuickBooks
How to Delete a Bill
Set Up a Bank Account
Setting a Default Cost Code for a Vendor
Certain records aren't syncing from QB, how do I fix this?
How do you secure my data and payment information?
Can I create a template job in Adaptive?
How do I make a labor entry in Adaptive?
Using the Global Search feature
Assigning a Class to a Job
Delete, Deactivate or Merge Duplicate Jobs
How to make Partial Payments