Locking timesheets and invoices Locking vs Committing Any user with the System Privilege setting to uncommit a timesheet can go back and edit time (provided it has not been assigned to an invoice, or uploaded to payroll). For this reason we recommend using the lock dates feature in combination with…
From Administration > Settings > Email Settings you can configure default or template emails for sending invoices, invoice reminders and job documents (including proposal documents). Each email template can have preset subject line and email message text, including placeholders for linking specific Abtrac client and job information. It’s a good…
Quickly learn how to email invoices from Abtrac—either one at a time or in bulk—using template‑based or custom messages. This guide shows how to configure your email settings (sender, display name, BCC/CC options), create default invoice email templates with placeholders, and send invoices individually or in groups. It also explains how to track email delivery status, control who can send invoices via permissions and invoice‑status settings, and ensure reliable delivery through Abtrac’s own email service.
You will receive confirmation from AbtracOnLine immediately after an invoice is emailed as to whether it has sent or not. But it takes a while longer to confirm whether the message has been delivered successfully, received and read. Email Notifications (Email Activity) All Email notifications for the sender (Abtrac users) If there is…
The two main reasons why a client isn’t receiving mail is that the mail has bounced before it reaches their server (usually bad addresses), or the mail is sorted (classified, filed or blocked) from within the recipients mail server. Bounced mail is fairly clear cut, but mail that has been…
This article explains how emails are sent from Abtrac, covering the different sending methods, how to configure your email settings, and which sender addresses are used for various emails, including notifications, sending invoices, emailing quotes, and sending statements. It also includes troubleshooting tips to resolve common email issues.
Before you get started with invoicing 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 invoicing. 1. Setting up your…
Getting started: everyday administration This article contains a guide for administrators using Abtrac from day to day. If you need instructions on configuring a new Abtrac account start here instead: Set up guide for administrators. 1 Managing your monthly subscription fees and payment details Your Abtrac account is a monthly…
Learn about job status, billable vs. non-billable projects, and non-current settings in Abtrac. Understand how to track project stages, manage proposals, and make jobs non-current for accurate reporting and workflow management.
From Administration > Abtrac Report Usage Logs include a record of all the reports run in the system and the date the report information was requested. You can filter these report logs by: date, employee, logins, and report names. Drag the headers to group by any category. Abtrac KB #…