Learn how to add and manage additional fees for projects on client invoices in Abtrac—whether fixed, percentage-based, or recurring. This guide covers setup, editing, and linking fees to disbursements. Apply monthly costs to invoices automatically with additional fees.
Job People (also known as Project People) in Abtrac define the individuals associated with a job, including employees, clients, and external contacts. This feature helps manage permissions, ensuring only authorised personnel can log time, request approvals, and oversee project progress. The article explains how to add and manage Job People, their roles in timesheet sign-offs, and how they interact with project workflows
Manage invoice preparation with internal Billing Comments and WIP Admin Comments. Job Billing Comments, stored in the Job Billing Details screen, copy into invoices. Invoice Billing comments can be edited for each specific invoice. WIP Admin Comments, found in both Job Billing Details and Manage WIP screens, support multiple entries with author tags for clear communication between project and invoice managers.
This week, we’ve updated the API base URL in Abtrac. From March 15th, access points using the old URL will no longer work. If you use the Abtrac API you will need to update your settings to the new URL. What has changed? We have changed our API base URL to https://api.abtraconline.com/ The…
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
Setting up administration jobs and template jobs in Abtrac helps streamline non-billable work and recurring projects. Administration jobs track internal tasks like leave, training, and meetings, while template jobs provide pre-filled job details for commonly repeated work. By using templates, businesses can quickly clone and assign jobs with consistent billing and budget settings, reducing setup time and improving workflow efficiency. This guide explains how to create, manage, and apply these job types effectively.
How to send invoices for card payments online with the Abtrac/Stripe payments link. With Stripe you can include an option for recipients to pay your Abtrac invoices online.
This week, we’ve updated the email-sending features in Abtrac. If you use Abtrac to send emails, we recommend reviewing your updated settings. What has changed? Send from options have changed We’ve updated the email sending options in Abtrac by removing some legacy features. Starting January 2025, emails can only be…
Setting up online invoice payments with Stripe in Abtrac. It covers how to configure Stripe settings, generate payment links, and integrate these options into your invoice and email templates.