• Set up guide: Emailing from Abtrac

    • October 23, 2023
    • Jen

    Before you get started with emailing from Abtrac you’ll need to apply some settings and create some templates. This article contains a step by step guide for administrators – directing you page by page to verify that the settings in Abtrac are ready for emailing. The article also contains some…

  • Invoice Supplement Report

    • October 13, 2023
    • Jen

    An Invoice Supplement is an optional report or document that can be sent to a client. This supplement report provides the client with information regarding the amount invoiced. In Abtrac, you can choose one of two reports to include with an invoice The information on the Timesheet Entries supplement report…

  • Chart of Invoices per Month by Charge Type

    • October 9, 2023
    • Jen

    The Chart of Invoices per Month by Charge Type Report shows the total invoiced amounts by month, with a breakdown by charge types and earnings. Best viewed for a period of 12 months or less, data can be filtered by Office, Client, Job, Client Owner and Job Owner. The chart…

  • WIP Assigned Date (Invoice WIP Assigned Date)

    • September 21, 2023
    • Jen

    When time is assigned to an invoice in Abtrac it is allocated a WIP Assigned date. This WIP assigned date is the indicator of when the time changed from WIP (Work in Progress) to Billed time. The WIP assigned date determines whether time is shown in pre-billing and WIP reports….

  • Fee Contribution (aka. Invoice Fee Contribution, WIP Value Fee Contribution, Earnings)

    • September 14, 2023
    • Jen

    The Fee contribution in Abtrac is the recovered value of each timesheet entry, based on a pro-rata of everyone’s time compared to the invoiced line amount. It is also called Invoice Fee Contribution, WIP Value Fee Contribution, and Earnings. Fee Contribution Calculation From Administration >> Settings >> System Settings >>…

  • Lock Dates (Locking timesheets)

    • August 24, 2023
    • Jen

    Locking timesheets and invoices Locking vs Committing Any user with the System Privilege setting to uncommit a timesheet can go back and edit time (provided it has not been assigned to an invoice, or uploaded to payroll). For this reason we recommend using the lock dates feature in combination with…

  • Setting up email templates

    • August 7, 2023
    • Jen

    From Administration > Settings > Email Settings you can configure default or template emails for sending invoices, invoice reminders and job documents (including proposal documents). Each email template can have preset subject line and email message text, including placeholders for linking specific Abtrac client and job information. It’s a good…

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