Generating a Process Claim Number Progress Claim Numbers can be automatically generated for each job (project) and invoice in Abtrac. Setting Claim numbers as required for all Jobs From Administration >> Settings >> System Settings >> Clients and Jobs tab, you can set ‘as required’, progress claim number for all…
In Abtrac, users can receive notifications regarding a job or any system changes. When there is a new notification, you will see a red alert next to your login name, which will remain until the message has been read (or the message has expired). The notifications may be Abtrac System…
Learn how to transfer projects between clients in Abtrac, whether to assign a newly cloned template job to the correct client or to relocate an in-progress or partially completed job. The process ensures all related data and history are preserved for accurate records and continuity.
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,…
Throughout Australasia it is a requirement where the work is part of a construction claim to include a reference to the claim or to the specific payment terms of your invoices. In NZ, the legislation includes the Construction Contracts act, and in Australia, there are the various Security of payments…
Before you start If you haven’t used the accounts link before you might need to check or configure your invoice and accounts settings. You can add and configure interfaces yourself to the following Accounting packages: The Abtrac support team will assist you to configure the link between other popular packages;…
Employee Charge Rates in Abtrac can be as simple or as flexible as required. This article explains how to set up default charge rates, multiple rates for employees and how to hide rate details from timesheet users. Where to set default charge rates The standard employee charge rate is defined…
AbtracOnLine links to MYOB AccountRight Live directly via the MYOB API. You can set up the link between Abtrac and MYOB in less than 10 minutes following the instructions below, or if you call the support team we’d be happy to help you get underway.
AbtracOnLine links to Xero directly via the Xero API. You can set up the link between Abtrac and Xero in less than 10 minutes following the instructions below, or if you call the support team we’d be happy to help you get underway. Before you start: Read this article for an overview on…
AbtracOnLine links to MYOB AccountRight Live directly via the MYOB API. You can set up the link between Abtrac and MYOB in less than 10 minutes following the instructions below, or if you call the support team, we would be happy to help you get underway. Before you start: Read…