Defines what Tasks (also referred to as Stages or Phases) are in Abtrac and explains the key fields on the Tasks page. Includes how tasks relate to project budgeting, progress tracking, billing control, dates/status, and fee/time estimates – helping users understand how to structure and manage project stages consistently within Abtrac.
Abtrac’s Master Clients feature allows you to group related clients under a parent company for clearer reporting and streamlined management. This guide covers how parent and subsidiary client relationships work, including reporting behaviour and invoicing considerations.
Abtrac now enforces an inactivity logout to protect sensitive business data. This article explains how session timeouts work, why the previous “Stay logged in for 12 hours” option was removed, and why you might still be logged out sooner due to internet, device, or browser settings. Practical tips are included to prevent unexpected logouts and maintain a stable connection.
Abtrac’s Multi-Factor Authentication (MFA) adds an extra layer of security by requiring a second verification step at login, such as an email code or authentication app. This helps protect your data from unauthorised access while still offering flexible, convenient login options.
Abtrac’s App Authentication lets you sign in securely using an authenticator app (like Microsoft Authenticator) to generate one-time codes as your second login factor. It enhances account security while still offering a simple setup and the option to trust your device for future logins.
January 2026, Abtrac is introducing important login security updates, including a new login page, expanded authentication options – email and app authenticated logins, and the removal of the “Stay logged in for 12 hours” feature. Users will now be logged out after 4 hours of inactivity. These changes improve security, reliability, and set the foundation for future features like Microsoft Single Sign-On and compulsory password updates.
The Abtrac AI Assistant helps you find answers fast, learn Abtrac features, and connect with real support when needed. Available 24/7 inside Abtrac. This article includes tips for using the Abtrac AI Assistant, including understanding its limitations, and how to hand over to the Abtrac support team when you need personalised help.
This video has tips for using Abtrac for new users. It walks through how to customise your Abtrac dashboard, tables and personal settings, with tips to help you find, sort and manage data more efficiently across the system.
Our January 2026 webinar demonstrates how to use the Top Clients by Amount Invoiced report to identify high-revenue clients and projects. We also cover the Hours Worked by Employee, Client and Project by Month report, highlighting employee productivity, chargeable versus non-chargeable time, and monthly work patterns. These reports help review last year’s client performance and team efficiency, providing data to guide planning and resource allocation in the future
As we head into 2026, we’re excited to share what’s coming next for Abtrac. Here’s a look at our short- to mid-term plans for Abtrac’s development: 2026–2027.