There are quite a few key details to get your tasks set up and working they way you need them.
If you’re new to tasks and budgeting in Abtrac then it’s a good idea to read through this article from start to finish, but we’ve also summarised the key components below for quick reference:
You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the duration of one or more projects.
They may submit invoices for you to authorise and pass on directly to your client for payment. Alternately they may submit invoices to you which you pay and then you invoice your client as if the sub-consultant is part of your team. At that stage you may also apply a margin to the sub-consultant invoice.
The essential feature is they are submitting their claims as a series of creditor invoices as they work through their contract requirements on projects for your clients. You need to know what they have already invoiced, what is this particular invoice for, and how does it fit within the contract agreements you have with them.
Once we receive your credit card details your monthly subscription will then be activated and will continue for as long as appropriate and timely payments are being made. Read on for instructions on how to activate your site.
A purchase order can only be created for an entity we call a Sub-Consultant.
Sub-consultants and contractors are managed and linked to projects in Abtrac through the tasks module.
Before creating purchase orders you’ll need to have created Sub consultants within Abtrac. For more information on Sub consultants and sub consultant invoices please refer to this knowledgebase article.
From September 1st 2017 we are changing the way we manage adjustments to your Abtrac subscription.
We’re moving to a more automated licensing system, leaving you in control of your licensed employees and your monthly licence fees.
When you make a change to your employees (or add-on modules) you’ll now be asked to confirm this change – and acknowledge any resultant change to your subscription fees. Read on for more details on what’s involved in the new system, and how it may affect your current AbtracOnLine subscription.
In AbtracOnLine you can create invoices automatically from your project task and timesheet data.
The Auto Generate by Fee total with narration option creates an invoice with a pre-filled narration paragraph and then inserts the total time fee onto a single line. You can choose to itemise disbursements, or exclude them from the automatically generated invoice.
Invoice by Fee total with narration invoices look like the examples below.
The invoices that are sent to your clients directly from AbtracOnLine can all be styled to suit your corporate image. A customised invoice layout design will include your company logo and styling on any invoice sent via email or printed from AbtracOnLine.
If on occasion you still wish to print and post your invoices using pre-printed stationery then you can choose to hide your company logo from your invoice header and footer.
Issue Logged: 27/03/2017 08:47 NZDT
It’s come to our attention that the latest Google Chrome update released Friday 25th March is causing issues with some data entry screens in AbtracOnLine, including timesheets.
If you have already updated to Chrome Version 57 then we would ask you temporarily to run AbtracOnLine using Firefox or Internet Explorer (preferably Microsoft Edge if you are using Windows10).
AbtracOnLine is not the only site affected by these changes and we are working both in house and waiting for further updates from Google and our database partners to resolve these issues.
We will add updates to the status of this issue both in this post, and through notifications within AbtracOnLine.
We appreciate your understanding as we work with others to provide a prompt resolution.
Resolved: Progress Update: 24/04/2017 06:55 NZDT
Abtrac Version V6.04.17.4758 was published on April 21st and has resolved issues users were experiencing when running Abtrac with Google Chrome v57.
On April 20th Google Chrome also announced an updated version (Chrome 58.0.3029.81) which will roll out to all desktops in the coming weeks. It is purported to contain a fix for the .asp call back problems introduced four weeks ago. The wider development community are currently continuing testing of this new version, including our component providers at DevExpress.
Although Google have announced a solution we’ve released an updated version as planned.
We have appreciated your patience and understanding dealing with this unexpected issue over the past month.