Maintenance

Disbursements are categorised and reported on in Abtrac by disbursement type. Disbursement Types From Administration >> Maintenance >> Disbursement, you...

Invoice statuses in Abtrac help you track and manage where an invoice sits in your workflow before it is finalised. They’re useful for teams that need visibility across draft, review and approval stages, allowing invoices to move through defined steps before being committed. This article explains how invoice statuses work, when to use them, and how they fit alongside the Commit Invoice option to support both simple and more structured invoicing processes.

In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main...

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.

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.