How to create and manage tasks in Abtrac, by building project stage budgets and organising tasks effectively. This article covers setting up tasks, estimating fees, managing subtasks, and tracking progress. Key features include grouping tasks, handling variations, and customising templates for streamlined project stage management

Assigning General Ledger (GL) codes from your Accounting codes to Abtrac invoices and their individual lines. Users can customise GL codes for invoice lines in the "Create/Edit Invoice Line" box and assign default codes based on office, department, job type, or task. These codes link Abtrac to accounting software, like MYOB or Xero, ensuring accurate categorisation for sales or income.