Assigning General Ledger (GL) codes from your Accounting codes to Abtrac invoices and their individual lines. Users can customise GL codes for invoice lines in the “Create/Edit Invoice Line” box and assign default codes based on office, department, job type, or task. These codes link Abtrac to accounting software, like MYOB or Xero, ensuring accurate categorisation for sales or income.
Learn to create, manage, and apply credit notes and adjustment invoices in Abtrac. This article covers using credit notes to correct invoice errors or disputes, applying partial or full credits, viewing and editing adjustments, and managing payments. It also provides guidance on customising credit note terms and naming adjustment invoices.
Pre-payments in Abtrac help manage deposits required before starting a job. They are often outlined within a job quote. To set up a pre-payment, enter the amount in the “Job Billing Details” section and optionally configure job statuses or timesheet alerts. When invoicing deposit fees, businesses can charge a fixed amount, a percentage of the total fee, or cover specific application costs like council fees. By tracking pre-payment statuses in quotes or jobs, Abtrac ensures accurate financial records and prevents work from starting on unpaid jobs.
If you are sending out statements from Xero using a Standard Xero invoice template, this statement will link to a Xero copy of your Abtrac invoice. You can disable this feature in Xero, so that the only invoice your client sees is their Abtrac invoice.
In Abtrac most projects are At Work, but you can optionally select projects like sick leave, annual leave, professional development as Not At Work – to measure productivity only on time spent on ‘real work’
In Abtrac timesheets a summary of time recorded is shown at the bottom of the timesheet, with percentages and units based on several quotients. Time spent is reported on total units, chargeable (billable) time, non-chargeable time, productivity, productivity at work, and productivity on standard hours (required units). Understanding the totals…
From Administration >> Settings >> User Control Settings you can control the column widths and required fields in many of the common data entry screens. Setting Required Fields From Administration >> Settings >> User Control Settings choose Form Pages, and select the page name to edit. You can edit the…
Before you get started with invoicing and sending statements 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 sending statements….
eInvoicing Video This how-to guide covers the basics of setting up your company, clients and jobs for eInvoicing, plus sending invoices from Abtrac over the eInvoice network. See also our eInvoice guides How to activate eInvoicing in Abtrac Set up guide: eInvoice configuration and eInvoice preferences How to send eInvoices…
In Abtrac your company details for eInvoicing are managed from Invoice and Other Office Settings, Our eInvoicing Settings.