In the Adaptive mobile app, you'll see a tab called "Todo." This is a convenient way to keep track of all items that require your attention.
Read on for an overview of the different types of to-do's.
Expenses Missing Information
In Adaptive, you can link your credit cards and we'll automatically pull in your transactions.
'Expenses missing information' shows you all the transactions that still require your action (e.g., add a receipt or categorize the expense).
You can get through this in three simple steps.
Step 1: Tell us whether this expense is related to a job
After clicking 'Missing Info,' you'll be brought to a screen asking if your expense is related to a job.
If your expense is related to a job, select 'Job' and specify the job code.
If your expense is not related to a job, select 'Other expense' as the type and submit using the appropriate category.
Step 2: Add the receipt (and any other details as necessary)
In the top left corner, you'll see the ablity to add a receipt to the transaction. And if necessary, you can add a cost code or category.
Step 3: Submit for review
Once the necessary details are entered, press 'Submit for review' and you're done!
Your team back in the office will be able to review the expense, revise if needed, and sync it with your accounting software.
If you want to see your submissions, navigate to the 'Expenses/Bills' tab and click 'For Review' at the top. To see expenses that are still sitting in a draft state, click 'Drafts' or, to see everything, click 'All'.
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at email@example.com!