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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

  • Importing Data

  • 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

  • Customising Abtrac Tables (Data Grids)

    Learn how to get the most out of Abtrac tables (data grids). This guide explains how to sort, filter, search and group records, resize and rearrange columns, save Grid Layouts and Manage Layouts, adjust the number of rows displayed, and customise default table layouts using User Control Settings.
  • Employee Charge Rates: Specific Rates

    Employee Charge Rates in Abtrac can be as simple or as flexible as required. It is possible to enter unique charge...
  • Employee Charge Rates

    Employee Charge Rates in Abtrac can be as simple or as flexible as required. This article explains how to set...
  • Progress Claim Numbers

    Generating a Process Claim Number Progress Claim Numbers can be automatically generated for each job (project) and invoice in Abtrac....
  • Managing Access to Abtrac by Employee Office

    It is possible to limit access for Abtrac users by office, enabling them to only view and edit offices to...
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