How to restrict employees from entering time for a task In Abtrac you can restrict employees from entering time against specific tasks. Or more accurately – you can enable tasks...
Managing Proposal Jobs In Abtrac potential jobs that you’re quoting on (proposals) can be created separately from confirmed projects (billable jobs). By adding...
Glossary: Job / Project Details This page briefly explains all the fields available on the Job / Project Details Page N.B. The name Job /...
Job Status (Project Status) Abtrac’s Job Status feature helps track the lifecycle of a project/proposal, active, or completed. Custom statuses aid reporting and workflow management, with options to prompt marking jobs as non-current. Best practice is to keep the list simple (under 10 statuses) and use Tasks for more detail. Job status can be updated from the Job Details or Search screens and is used in several key reports and invoicing screens.
Invoice Addresses Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address...