• WIP Write Ons and Write Offs By Client Report

    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…

  • WIP Write Ons and Write Offs By Project Report

    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…

  • Reason for Write offs and Write ons

    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…

  • Account Rendered Report (How to send invoice statements)

    Getting ready to send statements (accounts rendered reports) Before you get started with invoicing and sending statements from Abtrac you’ll need to apply some settings and update your company details. We recommend you read through our step by step guide for administrators here – directing you page by page to…

  • Job User Defined Fields

    Within each job/project in Abtrac you can create additional fields called ‘User Defined Fields’. Job User Defined fields can be used to create your own fields for key pieces of data around a job that you want to track eg: resource consent date, consent number, anniversary month, whether the necessary documents…

  • User Control Settings: Grid Pages

    From Administration >> Settings >> User Control Settings you can control the column widths and required fields in many of the common data entry screens. How to add/adjust grid column availability, show/hide and sort order From Administration >> Settings >> User Control Settings choose Grid Pages, and select the page…

  • Roles: Employee and Job People Roles

    In Abtrac you can add roles for an employee or for job people. You can set default roles for employees, and also for your client contacts. Employee roles can also be linked to default rates and used when adding and updating employee details. This helps to differentiate employees according to…

  • Required Units for a Timesheet

    You can set required units for an employee timesheet period from the Administration menu. Once required units are set, you can view and report on hours remaining in a period, and the percentage hours worked. Setting up/Editing Required Units Per Timesheet From Administration >> Employees >> Employee Details >> click…

  • Timesheet Entries by Task Report

    The Timesheet Entries by Task report shows all task wise time and cost for the chosen criteria. There are quite a few variations on the ‘basic’ timesheet entries by task report with options for lots of different filters, groups and sub-groupings. It is often used in conjunction with the Manage WIP…

  • How to make a Client Non-current

    In Abtrac, you can set up a client to be made non-current if they no longer have any current jobs. This can be done through System Settings, from Job Details page or from the client page. Setting up a client to be non-current from System Settings From Administrations >> Settings…