Setting up Abtrac: for Administrators

Subscription invoices and payments for Abtrac are monthly and by credit card. You can review your Abtrac licensing at any...

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.

Most of the high use screens in Abtrac are data entry tables (data grids). The support team are often asked simple...

Before you get started with invoicing from Abtrac you’ll need to apply some settings and update your company details. This...

Before you get started with emailing from Abtrac you’ll need to apply some settings and create some templates. This article...