Invoice Status
With AbtracOnline, you can assign a different status to an invoice, so your team knows where you are up to...
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Tasks or Activities, Which should I use?
One Frequently asked question from new Abtrac users is whether to use Tasks or Activities in their timesheets. Here’s the... -
Disbursements Types and Assigning GL codes to Disbursements
Disbursements are categorised and reported on in Abtrac by disbursement type. Disbursement Types From Administration >> Maintenance >> Disbursement, you... -
Teams or Departments, Which should I use?
In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main... -
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.