Tips for using multiple Offices

From System Management in Abtrac your business details can include information for multiple branches/offices.

These Offices or Branches can also be applied to each employee, job or project and carried through to invoicing and analysis.
You can then run reports by office – comparing performance and profitability between branches and managing workflow.

It’s also useful when you have one tax entity but different physical addresses, and different invoicing and accounting requirements between locations.

There’s also an option to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.

When using multiple offices in Abtrac there are a few things to bear in mind.

Offices can be assigned to

  • Clients
  • Projects/Jobs
  • Employees
  • Invoices

Your office information is stored under Administration (or System Management for Abtrac5). Where multiple offices are created you must choose one as the default office.

AbtracOnLine: Administration > Office Settings

AbtracOnLine: Administration > Office Settings

Abtrac5: System Management > Business Details

Abtrac5: System Management > Business Details


Reporting and Filtering by Office

When reporting by Office the focus of the report is the subject.

If it’s a job report the focus is job office, if it’s employee related it looks to the employee office. e.g. hours worked is by employee office, timesheet entries is by job office etc…

When filtering screens and reports by Office it is suggested you use both the Clients and Jobs without Offices reports, and the Group by Office features from time to time to check for any entities who do not have an office assigned.

AbtracOnLine - Reports: Filter and Group by Office

AbtracOnLine – Reports: Filter and Group by Office

AbtracOnLine - Reports: Filter and Group by Office

AbtracOnLine – Reports: Filter and Group by Office


Clients and Jobs with Offices

Offices are not required for Clients, but they are for Jobs.

A Client in Abtrac can have projects being managed by multiple offices within your organisation. As such it is not required to have an office assigned at the client level – and any office assigned to a client doesn’t have to match the job offices for that client.

However, if they are different it needs to be kept in mind when filtering by office in performance reports.

AbtracOnLine - Client and Job Offices

AbtracOnLine – Client and Job Offices

Abtrac5 - Client and Job Offices

Abtrac5 – Client and Job Offices


Employee Offices

Employee offices are used for profitability and timesheet reports such as Employee Productivity report and Hours worked by Employee.

Managing access to Abtrac by Employee office

Employee offices can also used to manage User Rights and Access Privileges. It’s possible to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.

The process is slightly difference for each version of Abtrac and is detailed in a separate article: Managing access to Abtrac by Employee office


Office Specific Invoices

Each Office in Abtrac can contain unique Invoice settings  – allowing you to assign different invoice layouts (templates), different numbering sequences or formats, and of course different terms and payment details for each office.

AbtracOnline

In AbtracOnLine the invoice settings are linked to each office from Administration > Settings > Office Settings as per the image below, or directly via Administration > Settings > Invoice Settings.

In AbtracOnLine if there are no Office Specific Invoice settings recorded for an office the details will come from the settings for the default office.

For example you can have different invoice layouts assigned to different offices, but only have one series of invoice numbers controlled from the default office.

AbtracOnLine - Office Settings

AbtracOnLine – Office Settings

AbtracOnLine - Office Invoice Settings

AbtracOnLine – Office Invoice Settings

Abtrac5

In Abtrac5 there is a hierarchy to determine your invoice settings. The preference is to take details from System Management > Business Details > Office Specific Settings first.

If there are no Office Specific Invoice settings recorded for an office in Abtrac5 the details will come from System Management > Invoice Settings.

Your Accounts Integration settings in Abtrac5 are configured behind the scenes, and linked to the office through the Invoice field in Office Settings.

Abtrac 5 - Office Specific Settings

Abtrac 5 – Office Specific Settings

Invoices are assigned an Office from the Job they are associated with. You can view to which office an invoice is assigned from the edit invoice details screen.

AbtracOnLine - Invoice Office

AbtracOnLine – Invoice Office

Abtrac5 - Invoice Office

Abtrac5 – Invoice Office

Abtrac KB# 2062