The purpose of this functionality is to categorise the reasons for write offs and write ons, and therefore more easily report on them. The starting point is putting together a list of valid reasons.Continue reading
In Abtrac, a percentage admin fee can be added onto an invoice. This can be added by editing the Additional Fee in the Invoice Management screen.Continue reading
Two Factor Authentication
When using Abtrac two factor authentication, a code will be sent to the user’s email address which is required to be entered before gaining access to Abtrac. This will confirm the device they are working on is a trusted device.
Each user can opt to remember this device for 30 days or they can get a new code every time they login in.Continue reading
Whether you are evaluating a trial version or getting ready to go live with Abtrac, you’ll need to adjust/enter some default settings before you start.
Typically your Abtrac account will have no data, nor any customised settings when you first login. This article contains a step by step quick guide for administrators – taking you through page by page to verify that the settings in Abtrac suit your company’s needs.Continue reading
It is possible to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.
This is useful to help employees find information related to their particular office, or even if you have multiple companies within the one Abtrac data file, it helps keep your companies separated.
We recommend that if you are interested in using this feature, you satisfy yourself that all relevant data in Abtrac has an office assigned.
If you have been using multiple offices for some time this shouldn’t be an issue, but if you are new to multiple offices or otherwise wary of data inaccuracies, then the Abtrac support team are available for consulting to ensure accuracy and a smooth transition.
This screen is useful when you need to update timesheet details in bulk, it eliminates the need to open and edit the individual users’ timesheets.
This timesheet maintenance screen is most typically used in the following situations:
- Updating Employee rates
- Editing Stage/Task or Activities that have been incorrectly assigned
- Changing the job code an employee is assigning time to
- To check if/when timesheets have been billed and
- To check which invoice the WIP has been assigned to
- To obtain data not available in performance reports for specific employees, in particular, to view timesheet data for employees who are no longer current.
With the latest release in AbtracOnline, on some pages the whole screen width is now available so for people with bigger monitors you can see more information without having to scroll across the page or in some cases forgetting to scroll to see more information.
With a few simple steps, you can set yourself up so you can see what information you want to see on the device you commonly use the most.
Have you tailored your screen layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?
Take time to adjust your User Control Settings in Abtrac and make your daily data entry just that little bit simpler by adjusting the columns your office can see. Continue reading
Modern browsers are getting smarter (or scarier) and can remember the information you have put into forms on websites and this is not just AbtracOnline but any form you fill out.
Sometimes this information will be automatically put into AbtracOnline if the browser thinks that it’s saving you time by adding the information for you.
Here are the instructions on how to turn that off if you find it more of a hindrance than helpful. (n.b. these instructions are accurate as at September 2020 and may change as the browsers change. Feel free to call us for assistance if they don’t make sense.)
When you Go Live with AbtracOnLine you’ll be sent an email confirming your site is live, and letting you know your login details.
Once you’ve logged into Abtrac you’ll need to go to the subscriptions page and enter your payment details to activate your site.
Part of this activation includes a digital confirmation that you have read and accepted our terms and conditions of use.
Once we receive your credit card details your monthly subscription will then be activated and will continue for as long as appropriate and timely payments are being made. Read on for instructions on how to activate your site.
From September 1st 2017 we are changing the way we manage adjustments to your Abtrac subscription.
We’re moving to a more automated licensing system, leaving you in control of your licensed employees and your monthly licence fees.
When you make a change to your employees (or add-on modules) you’ll now be asked to confirm this change – and acknowledge any resultant change to your subscription fees. Read on for more details on what’s involved in the new system, and how it may affect your current AbtracOnLine subscription.
In the Abtrac Home page, we have a small number of dashboard items called ‘widgets’, which you can control for each user group in your office.
Throughout Australasia it is a requirement where the work is part of a construction claim to include a reference to the claim or to the specific payment terms of your invoices.
You can upload a default document from the Administration pages within Abtrac to ensure these payment claim terms attach to every invoice sent from AbtracOnLine.
Employee Charge Rates in AbtracOnLine can be as simple or as flexible as required.
This article explains how to set up default charge rates, multiple rates for employees and how to hide rate details from timesheet users.