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.
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.
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…