• Invoice Template Design and using the AbtracOnLine Report Designer

    • October 13, 2016
    • Jen

    Guidance on designing and customising invoice pdfs using the AbtracOnline Report Designer. All the pretty bits of your invoice document, how to manage branding elements in Abtrac for a professional invoice layout. This article explains how to add, edit, position fields, and apply formatting for your invoice header and footer sections. The invoice template does not include formatting for your invoice lines and the layout for what you are billing.

  • Glossary: Actual vs Budget reports data

    • September 15, 2016
    • Jen

    Before you start using Actual vs Budget reports it’s useful to understand where the data they display comes from. We’ve included a definition for the relevant columns, (including an example calculation where applicable) in this article, to be read side by side with Creating and managing tasks, and Actual vs Budget…

  • Tasks or Activities, Which should I use?

    • August 9, 2016
    • Jen

    One Frequently asked question from new Abtrac users is whether to use Tasks or Activities in their timesheets. Here’s the difference between the two: Tasks are Quantitative, Activities are not. What is a Task? Tasks are where you enter the budget for the job. Tasks are also sometimes called Stages or…

  • Tips for using Abtrac Tables (also known as Data Grids)

    • July 24, 2016
    • Jen

    Most of the high use screens in Abtrac are data entry tables (data grids). The support team are often asked simple questions about searching, filtering and getting things just right  – particularly when you are starting out using AbtracOnLine. In this article, we’ve included some tricks to filtering and sorting, and a few handy ‘everyday use’ tips for…

  • To Print/PDF multiple invoices enable pop-ups

    • July 6, 2016
    • Jen

    In most cases AbtracOnLine is ready to go with Google Chrome and does not require any additional configuration. However, on occasion, a browser may block AbtracOnLine downloads. If you are having trouble downloading multiple pdfs from AbtracOnLine – such as invoices – you may need to enable abtraconline.com as an…

  • Exporting data out of Abtrac and exporting reports to Excel

    • April 28, 2016
    • Jen

    This guide explains how to export Abtrac data—either for full-system backup or reporting purposes. Learn to export data grids and reports to Excel for further analysis. Also includes steps for exporting the entire database. Ideal for data reviews, sharing, or secure backups.

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