The Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have more than one associated job in the system. This report may be used to show the relationship a job owner is cultivating with clients and any repeat work that is…
Current Proposals Outstanding dashboard widget is a tool to manage your active proposals. Current Proposals Summary The Current proposals summary shows a count of – It also shows a Follow up summary Outstanding Proposals Outstanding Proposals are proposals that have not been converted to projects, and do not have a…
In Abtrac you can restrict employees from entering time against specific tasks. Or more accurately – you can enable tasks for a project to be available only for certain users. How to choose who can enter time for a task in Abtrac From the Job Details > click on the…
In Abtrac you can restrict employee views to only the jobs that they are assigned to, by using the Open Job feature in the Job Details page. Open Job (or project, depending on your Abtrac naming convention) is simply, a tick box in the Job Details page which can be…
This article details how to committ and uncommit timesheets in Abtrac. It explains how to finalise timesheets for payroll and invoicing, manage locked timesheets, and set user privileges for editing entries. Lock dates can also be applied for specific periods, such as month-end or quarter-end, ensuring data accuracy for financial tasks.
In Abtrac, you can choose to activate Interactive Google Maps as required to search and track projects with Google Maps. Click on ‘Your Subscription details‘ link which can be seen at the bottom of any of the Abtrac pages. This takes you to the page containing your Abtrac Subscription details,…
In Abtrac, you can choose to activate Debtor Module as required to view and update debtor payments. Click on ‘Your Subscription details’ link which can be seen at the bottom of any of the Abtrac pages. This takes you to the page containing your Abtrac Subscription details, Fees and Payment….
Send reminder emails for overdue invoices directly from Debtor Control. Group reminders by invoice, job, or client, attach invoices and statements, and track reminder history automatically.
In Abtrac you can set up a third party sign off for a job if required. This feature comes useful if the job involves work at a third party site and requires a sign off/acknowledgement from someone at that site. Setting up 3rd Party Sign Off To set up 3rd…
The Job List report gives a list of jobs (projects) with relevant essential information regarding each job. It’s a handy report for project managers to review projects by job type, and project status. How to generate the Job List Report Go to Reports >> Performance Reports >> Clients and Jobs…