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.
Learn to create, manage, and apply credit notes and adjustment invoices in Abtrac. This article covers using credit notes to correct invoice errors or disputes, applying partial or full credits, viewing and editing adjustments, and managing payments. It also provides guidance on customising credit note terms and naming adjustment invoices.
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: 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…
If you are sending out statements from Xero using a Standard Xero invoice template, this statement will link to a Xero copy of your Abtrac invoice. You can disable this feature in Xero, so that the only invoice your client sees is their Abtrac invoice.
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…
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’
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…
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…
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….