When switching to Abtrac from another system you can bring your legacy data with you. You can choose to import the data yourself, or engage the Abtrac team to do it with you. Some options for requisite starting data in Abtrac can be : Data migration managed by Abtrac When…
Job notifications allow users to send alerts to team members directly within the system. Notifications can be created when setting up a job, using predefined messages from the Maintenance menu or you can send custom messages. These notifications can be sent as internal alerts within Abtrac or as emails. Internal notifications appear next to the user’s login icon and on the Message Board, while email notifications are sent from Abtrac’s system email. Users can access their in app notifications from their profile icon, and unread messages remain active until viewed or dismissed.
Learn how to create and manage categories for drop-down lists in Abtrac. This article explains how categories work, where they are used across the system, and the steps to add, edit, or remove them to keep your data consistent. Common categories include Job Type, Invoice Status, Client Type, Job Status, Disbursements, Department (Teams), and Write-Off/Write-On Reasons. Other useful lists cover Employee Status, Default Notifications, Diary Actions, and Job Billing Type.
Employee out of pocket expenses can be tracked and managed through Abtrac. From Administration >> Employees >> the Reimbursement of Disbursements menu allows you to check as paid all the employee disbursements entered. Recording Employee Disbursements as Paid You can filter disbursements by date, type and employee. Edit the line…
User Group Management is where you create and control permission settings for all users logging in to Abtrac. What people can see and do is fully customisable by their user group. Permissions can be set across menus (e.g. Projects, Timesheets, Invoices), reports, and widgets, as well as system-wide functions such as who can view rate details and other sensitive information.
Invoice and Other Office Settings Invoice and Other Office settings include invoice settings for invoice numbering, terms, narrations, tax and accounting. Templates for invoices, invoice attachments and supplements, accounts rendered, purchase orders, and receipts are here too. This is also where you determine the numbering sequence for invoices, clients, projects,…
System Settings: Invoices Invoice settings include how time is assigned to invoice lines, disbursement or invoice margin options, what happens when autogenerating invoice lines. You can also choose settings for generating invoices, additional reference fields and determine how invoices are emailed from Abtrac. Invoice settings work in conjunction with your…
System Settings: Employees Employee settings include choosing the sort order/display order for employee names, security settings, and timesheet reminder emails for all licensed users. Employee settings work in conjunction with your choices and settings in the Employees menu . You can access this setting from Administration >> Settings >> System…
System Settings: Timesheets Timesheet settings include the standard units of time, length and dates for timesheet periods. It also includes how jobs display in timesheets, required fields for entering time, prompts for job budegts and rules for locking and cloning time. Choices for disbursement settings are also included here. You…
Get started as an Abtrac administrator — this guide walks you through setting up your system step by step. From configuring company and office details, importing data, and managing users and employees, to setting project and timesheet preferences, configuring invoice set up, and controlling key system settings, everything you need is available in the Administration menu.