In Abtrac, User Defined Fields—also known as custom job records—help you track key job data like consent dates, document status, or anniversary months. These fields can be added to the Clients and Jobs Search page for quick filtering and linked to invoices for added details in the Invoice Management screen.
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…
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…
How to set and manage required units for timesheets in Abtrac, for accurate tracking of employee hours. Setting up total hours due, sending email reminders for incomplete timesheets, and adjusting required units for historical data. How to report on required hours through dashboards, by view the incomplete timesheet listing report, and from the timesheet summary screens.
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…
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…
You can easily schedule disbursements and equipment in Abtrac. This would be useful in instances where you have sharing of company vehicles or equipment, etc. Setting disbursements as available to schedule From Administration >> Maintenance >> Disbursement >> Add a new disbursement type by clicking on the plus sign. Tick…
In Abtrac potential jobs that you’re quoting on (proposals) can be created separately from confirmed projects (billable jobs). By adding this work into Abtrac before it’s confirmed you can report on all jobs, and convert proposals into projects easily once they are approved, retaining all your fee estimates in one…
This article explains how to delete timesheet lines in Abtrac and what conditions must be met before deletion is possible. It describes how users can remove timesheet entries in each of the four timesheet views—Linear Grid, Linear Form, Crosstab Grid, and Crosstab Form—using options such as the trash icon, delete button, or by clearing units and saving the timesheet. The guide also notes that timesheet lines cannot be deleted if they have been invoiced or otherwise locked, and outlines how administrators can use the Bulk Edit Timesheets report to adjust committed entries when required. In addition, it highlights a system setting that can automatically remove rows with zero units when timesheets are committed.
The Timesheet Summary by Month report gives a summary of the time values (based on charge or cost rate) or time units for 12 months up to the date entered. The report includes subtotals by Task, and a breakdown by employees for each Task. This report shows all time, billable…