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.
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…