Manuals

Use the links below to view and/or download the most current AdaptSuite manuals, including spreadsheets and Government Reporting Guides.

AdaptSuite Management Planning Guides

Adapt 4.4 Management Planning Guide (PDF) — This workbook is designed to aid you in preparing for the Management Planning session and to guide you through that process.
Adapt Management Planning Guide, Version 2019.3us (PDF)

AdaptSuite General Ledger Guide — This guide shows users how to export journals to a third-party General Ledger software package. The GL Export Process creates a comma-delimited file that can be mapped (using your third-party software) to work with your software package..

Greenshades Setup and Requirements (PDF) — This guide is designed to provide client installation information for AdaptSuite to Greenshades integration. It will provide a quick overview on the use of the AdaptSuite Reporting Transmitter.

Find out more information on Year-End processes, Greenshades, and transmitting your Government Reporting and New Hire Reporting.

Greenshades W2 Information and Processing (PDF) — AdaptSuite offers the ability to create a file and transmit the data to Greenshades to be used for creating employee W2 forms. This document provides you with more information on processing your W2's using Greenshades.

Quarterly Processing for Adapt Greenshades (PDF) — The Quarterly Processing for AdaptSuite & Greenshades guide is intended for the user who prepares and submits quarterly government tax reports. This guide should be used as a reference when completing the quarterly processing cycle within AdaptSuite and Greenshades.

Greenshades Locality Info Spreadsheet (XLSX) - This document provides information for setting up local taxes in states in which you are doing business. This spreadsheet includes Locality information for all states with local taxes. In Adapt, the fields to update are found using the following path: (Administration > Manage State Tax > Manage Local Tax Settings > View/Edit). Please refer to the locality spreadsheet above, (provided by Greenshades) when completing this information as the values must match for accurate government reporting.

Implementing Adobe EchoSign from the AdaptSuite Perspective (PDF) — This guide provides more information on the AdaptSuite integration with Adobe EchoSign. Find out how this functionality can help streamline your onboarding process.

AdaptSuite Adobe EchoSign Training Documentation (PDF) — Learn how to use the Adobe EchoSign integration using this training guide.

AdaptSuite Compass Hosting and Security Requirements (PDF) — Learn about Compass, AdaptSuite's Onboarding functionality.
AdaptSuite Compass Captcha Setup Guide (PDF) — Learn how to implement Captcha functionality for the Compass Sign Up and Sign In functions.

Adapt Reporting Categories - This document lists all the reporting categories available for a Report Designer to use within Adapt Reporting & Analytics. Once opened, users can filter the sheet as required or create their own temporary filter by using Data->Filter Views->Create new temporary filter to drill into the categories for their current query.