Employee out of pocket expenses can be tracked and managed through Abtrac. From Administration >> Employees >> the Reimbursement of Disbursements menu allows you to check as paid all the employee disbursements entered. Recording Employee Disbursements as Paid You can filter disbursements by date, type and employee. Edit the line…
User Group Management is where you create and control permission settings for all users logging in to Abtrac. What people can see and do is fully customisable by their user group. Permissions can be set across menus (e.g. Projects, Timesheets, Invoices), reports, and widgets, as well as system-wide functions such as who can view rate details and other sensitive information.
Invoice and Other Office Settings Invoice and Other Office settings include invoice settings for invoice numbering, terms, narrations, tax and accounting. Templates for invoices, invoice attachments and supplements, accounts rendered, purchase orders, and receipts are here too. This is also where you determine the numbering sequence for invoices, clients, projects,…
System Settings: Invoices Invoice settings include how time is assigned to invoice lines, disbursement or invoice margin options, what happens when autogenerating invoice lines. You can also choose settings for generating invoices, additional reference fields and determine how invoices are emailed from Abtrac. Invoice settings work in conjunction with your…
System Settings: Employees Employee settings include choosing the sort order/display order for employee names, security settings, and timesheet reminder emails for all licensed users. Employee settings work in conjunction with your choices and settings in the Employees menu . You can access this setting from Administration >> Settings >> System…
System Settings: Timesheets Timesheet settings include the standard units of time, length and dates for timesheet periods. It also includes how jobs display in timesheets, required fields for entering time, prompts for job budegts and rules for locking and cloning time. Choices for disbursement settings are also included here. You…
Get started as an Abtrac administrator — this guide walks you through setting up your system step by step. From configuring company and office details, importing data, and managing users and employees, to setting project and timesheet preferences, configuring invoice set up, and controlling key system settings, everything you need is available in the Administration menu.
System Settings: Clients and Jobs Clients and Jobs settings include the names you use for jobs, tasks, owners and managers. It also includes job code and proposal numbering rules, the required fields for jobs and tasks, choices for proposal tracking, project budget warnings, job file locations, proposal and quote documents,…
Subscription invoices and payments for Abtrac are monthly and by credit card. You can review your Abtrac licensing at any time and enter you card details from the subscription details page. Abtrac KB# 2092
You can view how many users you pay for, and what add-on modules you have from the subscription details page in Abtrac. It’s accessible from the footer menu of any page in the system. From here you can also change your number of licensed users and update your payment details….