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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

  • Setting up and Signing in with Email Authentication

    Abtrac’s Email Authentication lets you securely sign in using a one-time code sent to your registered email as your second login factor. It’s a simple way to enable Multi-Factor Authentication without extra setup, helping protect your account while still being easy to use.
  • Managing Project Numbers

    Project Numbers in Abtrac can be as complex or as simple as your company requires. Project Numbers are managed in two locations from the Administration Settings screens.
  • Threshold Warnings

    In Abtrac, you can enable timesheet threshold warnings at the job and/or task levels. If you have assigned a fee...
  • How to Limit Employee Views to Only the Jobs they are Assigned to (Open Job – aka Open Project)

    In Abtrac you can restrict employee views to only the jobs that they are assigned to, by using the Open...
  • Glossary: Client Details

    This page briefly explains all the fields available on the Client Details Page For more complicated fields, there will be...
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