You will receive confirmation from AbtracOnLine immediately after an invoice is emailed as to whether it has sent or not. But it takes a while longer to confirm whether the message has been delivered successfully, received and read. Email Notifications (Email Activity) All Email notifications for the sender (Abtrac users) If there is…
The two main reasons why a client isn’t receiving mail is that the mail has bounced before it reaches their server (usually bad addresses), or the mail is sorted (classified, filed or blocked) from within the recipients mail server. Bounced mail is fairly clear cut, but mail that has been…
This article explains how emails are sent from Abtrac, covering the different sending methods, how to configure your email settings, and which sender addresses are used for various emails, including notifications, sending invoices, emailing quotes, and sending statements. It also includes troubleshooting tips to resolve common email issues.
Before you get started with invoicing from Abtrac you’ll need to apply some settings and update your company details. 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 invoicing. 1. Setting up your…
Getting started: everyday administration This article contains a guide for administrators using Abtrac from day to day. If you need instructions on configuring a new Abtrac account start here instead: Set up guide for administrators. 1 Managing your monthly subscription fees and payment details Your Abtrac account is a monthly…
Learn about job status, billable vs. non-billable projects, and non-current settings in Abtrac. Understand how to track project stages, manage proposals, and make jobs non-current for accurate reporting and workflow management.
From Administration > Abtrac Report Usage Logs include a record of all the reports run in the system and the date the report information was requested. You can filter these report logs by: date, employee, logins, and report names. Drag the headers to group by any category. Abtrac KB #…
When switching to Abtrac from another system you can bring your legacy data with you. You can choose to import the data yourself, or engage the Abtrac team to do it with you. Some options for requisite starting data in Abtrac can be : Data migration managed by Abtrac When…
Job notifications allow users to send alerts to team members directly within the system. Notifications can be created when setting up a job, using predefined messages from the Maintenance menu or you can send custom messages. These notifications can be sent as internal alerts within Abtrac or as emails. Internal notifications appear next to the user’s login icon and on the Message Board, while email notifications are sent from Abtrac’s system email. Users can access their in app notifications from their profile icon, and unread messages remain active until viewed or dismissed.
Learn how to create and manage categories for drop-down lists in Abtrac. This article explains how categories work, where they are used across the system, and the steps to add, edit, or remove them to keep your data consistent. Common categories include Job Type, Invoice Status, Client Type, Job Status, Disbursements, Department (Teams), and Write-Off/Write-On Reasons. Other useful lists cover Employee Status, Default Notifications, Diary Actions, and Job Billing Type.