• Altering Timesheet Period Ending Date

    • June 1, 2023
    • Priya

    This article explains how to correct a timesheet that has been entered under the wrong period ending date in Abtrac. It outlines how administrators can use the Bulk Edit Timesheets report to locate and update timesheet entries so they are associated with the correct period. The guide also covers the conditions required to change a period ending date—such as ensuring the timesheet has not already been invoiced—and explains how to enable the Period Ending Date column in the maintenance screen if it is not visible. In addition, it describes alternative ways users can change the week ending date within certain timesheet views and highlights system settings that help prevent time being entered outside the correct timesheet period.

  • Quick start guide: Trialing Abtrac

    • March 17, 2023
    • Priya

    Get started with an Abtrac trial using preloaded sample data including jobs, timesheets, and invoices. This article explains what’s included and how to explore features by adding your own data to see how Abtrac fits your business needs.

  • Entering Time and Disbursements to your Abtrac Trial

    • February 23, 2023
    • Priya

    Your Abtrac trial includes a quick set up module on the homepage, near the footer menu. Here, you can choose the naming convention for your jobs/projects and their components and also choose how you want your timesheets to appear. See the article Timesheet Entry: Setting up How your Timesheets Look…

  • Adding Jobs/Projects to your Abtrac Trial

    • February 21, 2023
    • Priya

    To add a Job/Project to your Abtrac trial you need to add a client or contact first. Adding a Client to your trial From Clients, Contacts & Jobs >> select Add Client or Contact. You can choose to add just the contact name & save, and add the other details…

  • Adding Users to your Abtrac Trial

    • Priya

    When evaluating a trial, it is good to include other members of the team. Add extra users to your Abtrac trial You can add people to your trial from Administration >> Employees >> Employee Details. Click on the ‘+’ (add) button to add a new employee. The below screen will…

  • Setting up Lists of Contacts

    • November 17, 2022
    • Priya

    In Abtrac, you can set up lists/groups of your contacts from the ‘Contact Group Management’ screen or from the ‘Search’ screen. This would be useful for creating different mailing lists for your business purposes. Set up Lists of Contacts using Contact Group Management From Clients, Contacts & Jobs >> select…

  • Setting up Client Owners, Job Managers and Project Leaders

    • October 20, 2022
    • Priya

    The names you use for the person responsible for a client and/or job(project) can be set up from the Administration menu. Companies may have client owner/s and job owner/s who are responsible for a particular client or job. These may or may not be the same person and depending on…

  • Invoices by Client Report

    • September 23, 2022
    • Priya

    The Invoices by Client Report gives a list of clients and their invoices between selected dates. In this report, the value of time & cost is shown based on charge rate. This report is a useful one for managers to compare the invoiced amount and the value of time &…

  • New Job Listings Between Dates Report

    • August 18, 2022
    • Priya

    The New Job Listings Between Dates report gives a list of new jobs created/confirmed within a selected date range. New Job Listings Between Dates Report Go to Reports >> Performance Reports >> Clients and Jobs >> click on New Job Listings Between Dates >> select the required from and to…

  • Chart of Invoice Listing Report

    • August 16, 2022
    • Priya

    The Chart of Invoice Listing Report gives two views of revenue earned. A chart of the total amount invoiced per month, as well as a chart of cumulative amount invoiced. Both include a comparison to the previous calendar year/years. These charts are useful as a visual representation of the performance…

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