The Employee, Client and Job by Month report shows a 12-month breakdown of hours worked by employees, split into chargeable and non-chargeable time. Use this report to review employee productivity, track utilisation trends, and analyse hours by client and job on a month-by-month basis.
Control which users can view other employees’ timesheets and schedules using the Employee Hierarchy in Abtrac. This feature allows restricted-access users to view selected colleagues’ information without giving them full admin rights.
Abtrac’s Job Status feature helps track the lifecycle of a project/proposal, active, or completed. Custom statuses aid reporting and workflow management, with options to prompt marking jobs as non-current. Best practice is to keep the list simple (under 10 statuses) and use Tasks for more detail. Job status can be updated from the Job Details or Search screens and is used in several key reports and invoicing screens.
The Hours Worked by Date, Employee, Client, and Job Report in Abtrac provides a detailed view of time entries based on selected dates. It allows users to track hours worked by employees, clients, and jobs. Percentage of chargeable hours are analyses for the report period.
The Hours Worked by Employee, Contact, and Job Report in Abtrac provides a detailed breakdown of hours logged by employees, linked to specific clients and projects. This report helps analyse chargeable versus non-chargeable hours, and includes percentage billable hours, and hours at work. Users can filter data by employee, job, or date range.
The Hours Worked by Employee and Activity Code report provides a breakdown of the hours worked by each employee, with total hours and the value of time spent itemised by activity codes.
You can use this report to view all hours spent for the period, or to look at time spent on specific activities.
Project managers can access all invoices and see write-on or write-off amounts for a job through the Jobs Analysis screen. This functionality enables users to review detailed invoice information linked to a specific job. The Jobs Analysis > Invoices screen serves as a centralised tool for viewing billing data and monitoring payment progress, making it easier for project managers and other users to oversee financial activities effectively.
The “Hours Worked by Employee and Client Report” in Abtrac provides an overview of chargeable and non-chargeable hours, percentage breakdowns, and the value of time worked by employees across various clients and jobs. This report is used to track team performance, billable jobs, and non-billable tasks.
Purchase order numbers (also called claim or requisition numbers) can be managed in Abtrac under client invoice defaults, job billing details, or task items. These client-supplied approval numbers serve as billing references and are automatically included on invoices for client and job purchase orders.
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.