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.
Learn how to track and manage Work in Progress (WIP) adjustments with the ‘WIP Write-Ons and Write-Offs by Invoice by Project Report’ in Abtrac. This report provides insights into financial adjustments for projects, helping businesses monitor profitability, recoverable costs, and billing accuracy.
Track employee productivity and workload distribution with the ‘Hours Worked by Employee Report’ in Abtrac. This report provides a detailed breakdown of hours worked per employee, helping businesses monitor efficiency, manage billable hours, and optimise workforce planning for better project management.
Learn how to create a customised Favourites Report List in Abtrac for quick access to your most-used reports. This guide walks you through setting up and managing a personalised report list, improving efficiency, and streamlining project tracking and business reporting.
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…
This article explains how to commit and uncommit invoices in Abtrac — including what committing does (locks the invoice and signals it’s finished) and how users with appropriate privileges can reverse it if needed. It outlines the steps for committing/uncommitting single and multiple invoices, how to view committed vs uncommitted invoices, and important considerations when editing after committing. Committing an invoice also ties into Abtrac’s broader invoice status workflow — where statuses such as Draft, Approved or Committed can be used in a hierarchy to reflect your team’s approval process before an invoice is finalised and sent.
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…
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…