Maintenance

Fewer data packets to load means you will have a faster system. Here's how to make items non-current.

In Abtrac you can categorize reasons for write offs and write ons, and therefore more easily report on them. You...

Learn how to create and manage categories for drop-down lists in Abtrac. This article explains how categories work, where they are used across the system, and the steps to add, edit, or remove them to keep your data consistent. Common categories include Job Type, Invoice Status, Client Type, Job Status, Disbursements, Department (Teams), and Write-Off/Write-On Reasons. Other useful lists cover Employee Status, Default Notifications, Diary Actions, and Job Billing Type.

Job notifications allow users to send alerts to team members directly within the system. Notifications can be created when setting up a job, using predefined messages from the Maintenance menu or you can send custom messages. These notifications can be sent as internal alerts within Abtrac or as emails. Internal notifications appear next to the user's login icon and on the Message Board, while email notifications are sent from Abtrac’s system email. Users can access their in app notifications from their profile icon, and unread messages remain active until viewed or dismissed.