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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

  • Tips for using Abtrac Tables (also known as Data Grids)

    Most of the high use screens in Abtrac are data entry tables (data grids). The support team are often asked simple...
  • 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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