What Abtrac shares with Xero depends on your integration settings. Typically, Abtrac sends invoices, credit notes, client and contact details, and timesheet/payroll data to Xero – and receives bill details and invoice payments back. This article details what is shared to Xero from Abtrac and from where.
The Employee Work Done and Recoveries report is a multi-focus report that conveys time and invoice data for the period by employee. It’s used to track performance, billing, and payment recovery. Useful for understanding billable efficiency across your team.
You can manage breaks in Abtrac by either skipping them entirely and logging only work timesheet lines, or by explicitly entering break time — typically against a non-billable project, or carefully within a billable project.
Our June 2025 webinar covered smarter invoicing and scheduling with Abtrac.
Featuring online invoice payments with Stripe, eInvoicing, syncing with Outlook, and previewing our new AI Support Assistant.
When you start an Abtrac trial with demo data, your account is preloaded with a basic setup: 1 employee, 2 clients, 7 jobs, a timesheet with 7 time entries, and 1 invoice containing 4 invoice lines. You’ll have full access to all Abtrac features for 30 days. You can also…
Learn how Stripe processing fees affect online invoice payments in Abtrac, including what amounts to expect after fees are deducted. This article covers typical charges and explains the optional setting to oncharge these fees directly to your clients.
Use Abtrac’s Proposal and Job Follow-Ups feature to stay on top of outstanding proposals. Learn how to set follow-up dates, track client responses, and send internal email reminders to staff for following up on quotes — all aimed at improving your proposal-to-project conversion rate.
Learn how to add and manage additional fees for projects on client invoices in Abtrac—whether fixed, percentage-based, or recurring. This guide covers setup, editing, and linking fees to disbursements. Apply monthly costs to invoices automatically with additional fees.
Job People (also known as Project People) in Abtrac define the individuals associated with a job, including employees, clients, and external contacts. This feature helps manage permissions, ensuring only authorised personnel can log time, request approvals, and oversee project progress. The article explains how to add and manage Job People, their roles in timesheet sign-offs, and how they interact with project workflows
Manage invoice preparation with internal Billing Comments and WIP Admin Comments. Job Billing Comments, stored in the Job Billing Details screen, copy into invoices. Invoice Billing comments can be edited for each specific invoice. WIP Admin Comments, found in both Job Billing Details and Manage WIP screens, support multiple entries with author tags for clear communication between project and invoice managers.