Maintenance

Track referrals and referral sources against jobs in Abtrac. Record the person or company that referred a job, add referral comments, maintain your Referred From list, and report on jobs received through referrals and fees earned from referred work.

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

Learn how to create, manage, and bulk update GL Code Mappings to automatically assign GL account codes to Job Types, Offices, Categories, and Disbursements. Configure how invoices, disbursements, and imported supplier bills are coded between Abtrac and your accounting system.