This week, we’ve updated the API base URL in Abtrac. From March 15th, access points using the old URL will no longer work. If you use the Abtrac API you will need to update your settings to the new URL. What has changed? We have changed our API base URL to https://api.abtraconline.com/ The…
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
Setting up administration jobs and template jobs in Abtrac helps streamline non-billable work and recurring projects. Administration jobs track internal tasks like leave, training, and meetings, while template jobs provide pre-filled job details for commonly repeated work. By using templates, businesses can quickly clone and assign jobs with consistent billing and budget settings, reducing setup time and improving workflow efficiency. This guide explains how to create, manage, and apply these job types effectively.
How to send invoices for card payments online with the Abtrac/Stripe payments link. With Stripe you can include an option for recipients to pay your Abtrac invoices online.
This week, we’ve updated the email-sending features in Abtrac. If you use Abtrac to send emails, we recommend reviewing your updated settings. What has changed? Send from options have changed We’ve updated the email sending options in Abtrac by removing some legacy features. Starting January 2025, emails can only be…
Setting up online invoice payments with Stripe in Abtrac. It covers how to configure Stripe settings, generate payment links, and integrate these options into your invoice and email templates.
Assigning General Ledger (GL) codes from your Accounting codes to Abtrac invoices and their individual lines. Users can customise GL codes for invoice lines in the “Create/Edit Invoice Line” box and assign default codes based on office, department, job type, or task. These codes link Abtrac to accounting software, like MYOB or Xero, ensuring accurate categorisation for sales or income.
Learn to create, manage, and apply credit notes and adjustment invoices in Abtrac. This article covers using credit notes to correct invoice errors or disputes, applying partial or full credits, viewing and editing adjustments, and managing payments. It also provides guidance on customising credit note terms and naming adjustment invoices.
Pre-payments in Abtrac help manage deposits required before starting a job. They are often outlined within a job quote. To set up a pre-payment, enter the amount in the “Job Billing Details” section and optionally configure job statuses or timesheet alerts. When invoicing deposit fees, businesses can charge a fixed amount, a percentage of the total fee, or cover specific application costs like council fees. By tracking pre-payment statuses in quotes or jobs, Abtrac ensures accurate financial records and prevents work from starting on unpaid jobs.