Setting up Abtrac: for Administrators

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.

Learn how to get the most out of Abtrac tables (data grids). This guide explains how to sort, filter, search and group records, resize and rearrange columns, save Grid Layouts and Manage Layouts, adjust the number of rows displayed, and customise default table layouts using User Control Settings.

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...

In Abtrac your company details for eInvoicing are managed from Invoice and Other Office Settings, Our eInvoicing Settings.