The Clients Last Contact Report in Abtrac helps businesses track their recent interactions with clients by displaying the last three recorded contacts for clients with no recent engagement since a specified date. This report aids in maintaining client relationships, ensuring timely follow-ups, and deciding if a client or job should be marked as non-current.
How Does the 12-Hour Login Work in Abtrac? Abtrac’s 12-hour login feature ensures that you remain logged in for an extended period, provided that your machine remains active and connected to the internet. Here’s a brief overview of how it works: 1. Ping Mechanism: Abtrac requests your machine to send…
The WIP Write Ons and Write Offs By Invoice By Project Report shows write ons/offs for invoices between two dates by client invoice number and by project or job. This report is a quick check to see how your business is doing with respect to write ons/offs by invoice, grouping…
The Hours Worked by Employee Report gives a list of the total number of hours worked by employees between selected dates and the value of that time. This report can be grouped by employee and can be used to find out the chargeable & nonchargeable hours worked by an employee….
In Abtrac, you can build a list of reports as your ‘Favourites’ by selecting only the reports that you need for your business from the full list of reports. By default, both the ‘All’ and ‘Favourites’ selections will show the same full list of reports. Once the ‘Favourites’ list is…
The Invoice Preparation Information Report gives detailed invoice information so that you can analyse all budget, time, invoice and job data for a selected job/jobs before preparing an invoice/s. This report is best run for single jobs or it can optionally be run for multiple jobs from the Manage WIP…
Why you should commit invoices in Abtrac In Abtrac the status of committed is used to lock invoices. Marking an invoices as committed is also used to signal that the invoice has been completed. Committing an invoice will prevent users with lesser access from editing the invoice document. In Abtrac,…
The WIP Write Ons and Write Offs By Client Report details write ons/offs for clients. It shows write off information by assigned time, invoiced amount, the write on/off percentage and the remainder unbilled. The WIP Write Ons and Write Offs By Client report shows all data as of the date…
The WIP Write Ons and Write Offs By Project Report details write ons/offs for projects (or jobs), it shows write off information by project code, with assigned time, invoiced amounts, the write on/off percentage and the remainder unbilled. The WIP Write Ons and Write Offs By Project report shows all…
In Abtrac you can categorize reasons for write offs and write ons, and therefore more easily report on them. You can assign write off reasons for an individual invoice, or review invoices and write offs in bulk from the Invoices >> Manage Invoice Write On/Off Reasons screen. You can also…