Setting Required Fields (User Control Settings – Form Pages)
From Administration >> Settings >> User Control Settings you can control the column widths and required fields in many of...
Administration
This is Abtrac 301 - a detailed guide to all the global settings, for the administration and management teams
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Employee Hierarchy
Control which users can view other employees’ timesheets and schedules using the Employee Hierarchy in Abtrac. This feature allows restricted-access users to view selected colleagues' information without giving them full admin rights. -
Create a proposal template (Word template job document)
In Abtrac you can create your own proposal templates, quotes, or tender documents using Microsoft Word – with placeholders that... -
Administration Settings for Proposals
Learn how to configure system defaults for proposal jobs including setting unique numbers for proposal jobs, prompts when creating new jobs/tenders in Abtrac, tracking a quotes liklihood of acceptance, adn requiring follow ups to proposal jobs. -
Invoice Line Control Settings – Formatting your invoice lines
Set default styling for six invoice line types — text only, text value, text & units, percentage lines, percentage claims, and progress claims. From Administration > Settings > Invoice Line Control Settings you can customise widths, alignment, fonts, number formats, and labels.