Our October 2025 webinar included how to use Abtrac’s timesheet reminders, job notifications, and budget threshold alerts to keep projects on track. It covers setting up timesheet periods, required units, and reminder emails, plus how to apply and customise threshold warnings for jobs and tasks. The session also demonstrates using Job People and Job Notifications to manage communication and alert settings within your project team.
Subtotals and line groups in Abtrac give you control over how your invoices are presented to clients. You can group related work, disbursements, or discounts together, making invoices easier to read and approve. Automatic invoices usually include subtotal groups by default, so you don’t always need to make changes. However, if you want to adjust the layout or add extra lines, you can edit or create groups directly. This article explains when to use groups, how automatic subtotaling works, and the steps to manage invoice lines in detail.
Set default styling for six invoice line types — text only, text value, text & units, percentage lines, percentage claims, and progress claims. From Administration > Settings > Invoice Line Control Settings you can customise widths, alignment, fonts, number formats, and labels.
Our August 2025 webinar covered creating Progress Claim invoices with Abtrac.
We take you through the process of creating Progress Claim invoices in Abtrac, from setting up project budgets to generating invoices with clear information on budgets, previous claims and what is left to be billed. We explore the different display options for claim details, how to manage purchase orders and stage groups, and give tips for handling both straightforward and more complex billing scenarios.
In Abtrac you can create your own proposal templates, quotes, or tender documents using Microsoft Word – with placeholders that pull information directly from Abtrac. In Abtrac these are also called project templates, job templates, or mail merge documents. This guide walks you through the steps to set up and…
Send quotes, fee estimates, and engagement letters directly from Abtrac. This article explains how to generate proposal documents using job templates, with options to preview, edit, and email them. Documents can be emailed directly from Abtrac to your clients using preset templates and contact details.
Learn how to configure and manage quoting and proposals in Abtrac. This guide covers proposal job setup, document templates, tracking follow-ups, reporting tools, and converting proposals into live projects.
Learn how to configure system defaults for proposal jobs including setting unique numbers for proposal jobs, prompts when creating new jobs/tenders in Abtrac, tracking a quotes liklihood of acceptance, adn requiring follow ups to proposal jobs.
Our July 2025 webinar covered managing Subconsultants with Abtrac.
Featuring project budgets and breaking down expenses into subconsultant costs to be incurred by the client, and those oncharged as part of the project. How to generate purchase orders for your project subconsultants, and how to track subconsultant invoices and post them as company disbursments for invoicing.
Employee Managers are typically senior or administration staff, who have been assigned elevated access permissions, usually including the permission to view others timesheets.
When also named as an Employee Manager from Employee details, these employees are able to review, approve and commit timesheets for all the staff they manage from within the approve timesheets screen.