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Administration

Administration

This is Abtrac 301 - a detailed guide to all the global settings, for the administration and management teams
  • Maintenance

  • System Settings: Clients + Projects(Jobs)

  • System Settings: Timesheets

  • System Settings: Debtor Management

  • System Settings: Invoices

  • System Settings: Employees

  • Office Settings

  • Invoice Settings

  • Email Settings

  • Invoice Line Control Settings

  • User Control Settings

  • Subscription details

  • Glossary: Job / Project Details

    This page briefly explains all the fields available on the Job / Project Details Page N.B. The name Job /...
  • Setting up Client Owners, Job Managers and Project Leaders

    The names you use for the person responsible for a client and/or job(project) can be set up from the Administration...
  • Tasks or Activities, Which should I use?

    One Frequently asked question from new Abtrac users is whether to use Tasks or Activities in their timesheets. Here’s the...
  • Teams or Departments, Which should I use?

    In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main...
  • Email Configuration – How emails are sent with Abtrac

    This article explains how emails are sent from Abtrac, covering the different sending methods, how to configure your email settings, and which sender addresses are used for various emails, including notifications, sending invoices, emailing quotes, and sending statements. It also includes troubleshooting tips to resolve common email issues.
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