• How to Manage Deposits or Pre-Payments in Abtrac

    A deposit or pre-payment amount for a job can be entered in the ‘Job Billing Details’ page in Abtrac. This could be an initial deposit or an advance paid for a job or re-imbursement of expenses paid (application fees, etc.). Set up a job with pre-payment required Create a job….

  • Status update: Performance issue affecting some users

    Status: Resolved Last updated 03 September 2024 13:30 NZST The Abtrac performance issue yesterday appears to be have been caused when one Abtrac site ran the Invoice Preparation Information Report for all clients and all jobs and then tried to export thousands of pages as a Word doc. Large reports…

  • Status update: Microsoft issue affecting some users

    Status: Resolved Last updated 01 August 2024 12:00 NZST Microsoft have published a patch for affected users and are reporting that service is starting to recover for the 365/Exchange issue. Read more here: https://status.cloud.microsoft/ Abtrac remains fully accessible for users on networks other than One NZ and 2 degrees, and…

  • At work (an accurate measure of productive time)

    In Abtrac most projects are At Work, but you can optionally select projects like sick leave, annual leave, professional development as Not At Work – to measure productivity only on time spent on ‘real work’

  • Timesheet Summary Totals

    In Abtrac timesheets a summary of time recorded is shown at the bottom of the timesheet, with percentages and units based on several quotients. Time spent is reported on total units, chargeable (billable) time, non-chargeable time, productivity, productivity at work, and productivity on standard hours (required units). Understanding the totals…

  • Setting Required Fields (User Control Settings – Form Pages)

    From Administration >> Settings >> User Control Settings you can control the column widths and required fields in many of the common data entry screens. Setting Required Fields From Administration >> Settings >> User Control Settings choose Form Pages, and select the page name to edit. You can edit the…

  • Set up guide: Getting ready to send statements

    Before you get started with invoicing and sending statements from Abtrac you’ll need to apply some settings and update your company details. This article contains a step by step guide for administrators – directing you page by page to verify that the settings in Abtrac are ready for sending statements….

  • Video: Setting up and sending eInvoices

    eInvoicing Video This how-to guide covers the basics of setting up your company, clients and jobs for eInvoicing, plus sending invoices from Abtrac over the eInvoice network. See also our eInvoice guides How to activate eInvoicing in Abtrac Set up guide: eInvoice configuration and eInvoice preferences How to send eInvoices…