There’s a difference between how to do things, and how things work. If you are new to Abtrac we have a few pointers to ensure you get off to the best possible start. This article contains a lot of our tips and tricks about the Abtrac interface. When you are…
Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address details in the right location for your billing requirements. Addresses can be stored at the Client, Job (Project) and Invoice level. There is a bit of a hierarchy as to…
The Invoice Listing report is one of the staple reports of Abtrac, used throughout billing and in month end reporting. Unlike a basic sales or invoice report from your accounting software, it shows time and cost assigned – giving you a more accurate representation of whether you need to worry about profit…
In Abtrac invoice payments and outstanding accounts can be managed independently from your accounting software with our optional Debtor Management module. You can record invoice payments, account for write-offs and adjustments, and report on your debtors from this add-on module. When combined with the Abtrac Accounts link payments can sync automatically….
In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >> Search Clients and Jobs. The Search screen allows you to preview a wide selection of Clients, Contacts & Jobs(Projects) data. It is also a handy place to browse information before…
In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main difference is… Both groups can be created and maintained from the Administration screens. A Team in Abtrac is a group that has more reporting options, included planned time and scheduling….
Learn how to create strong, memorable passwords in Abtrac. This article explains password length and complexity requirements, plus how to enable Two-Factor Authentication and rolling password resets to strengthen account and company-wide security.
To ensure your profitability reports are as accurate as they can be, it’s a good idea to review your employee cost rates regularly. Employee Cost Rates in Abtrac can be as simple or as flexible as required. This article explains how to calculate costs, set up default cost rates and…
As well as looking at how much was billed each month end we recommend you look at your write off percentages. Use one of the WIP reports from Performance Reports > Management Analysis: The WIP Write Ons and Write Offs reports show data between two dates, and the write on/off…
Disbursements are categorised and reported on in Abtrac by disbursement type. Disbursement Types From Administration >> Maintenance >> Disbursement, you can maintain a list of disbursement types and groups, and define the system settings for tax, reporting and employee reimbursements. In this disbursement maintenance screen, there are a number of…