Back to basics – Job/Project Status

Abtrac’s Job/Project Management suite has plenty of fields available to build a detailed, real-time analysis of your job/project progress and profitability. It is something that sets us apart from our competitors.

But before you get carried away with Milestones, Scheduling, Tasks and Budgets…spare some time for the humble Job/Project Status.

It crops up in quite a few reports, and you’ll probably find it pretty handy.

Keep it simple when using job status, between 3 – 6 options are usually plenty. Something basic like “Not Confirmed, In Progress, Started, On Hold, Completed” is often useful. Rather than micro-managing the status; you can add more detail in the Tasks(Stages) screen if needed.

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Teams or Departments, Which should I use?

In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main difference is…

  • A Team is assigned to an Office, and as such can be filtered in reports by office.
  • A Department is a stand-alone group that both employees and projects from multiple offices can belong to.

Both groups can be created and maintained from the Administration screens.

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Flexible Timesheet Layouts with User Control Settings

Check out our new articles on Timesheets and Customisations using the links below.

Timesheet views

Layout Customisations

We talk timesheets every day with our clients and we understand there’s often a bit of resistance to that dreaded daily data entry.

Some companies use incentives, and some use penalties to ensure that accurate timesheets are entered. But another technique for getting comprehensive timesheets – is just to make it really easy to enter the data.

We’re preaching to the converted a little bit here – if you’re reading this email then you’re already using a pretty flexible and simple timesheet entry system 🙂 But have you tailored your timesheet layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?

Take time to adjust your Timesheet Control Settings in Abtrac and make your daily data entry just that little bit simpler. Continue reading

Five Quick Invoicing Tips

Based on support calls and emails from our customers, here are our most commonly asked invoicing queries and their solutions.

Invoice Numbers

How can I change an invoice number, and why can’t I change the invoice ID?

Invoice Narrations

Why not save time and save as default the comments you use most often?

Generate Based on Invoice

Another time saver is to clone or copy invoices you have sent previously

Accounts Upload

The two most common reasons why an invoice fails to upload

Statements

Why isn’t my invoice appearing on this statement?

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AbtracOnLine licensing and additional costs

Abtrac is licensed on a per user* basis.

*We define ‘users’ as being not only current logins, but the number of current employees being managed through Abtrac– that is anyone who logs on, or who has timesheets done for them, or is being processed through Abtrac in any period.

If you have any special cases regarding your current users that you feel we need to take into account then please do give the support team a call to discuss your requirements.

The standard Abtrac subscription does not include the add-on modules of Debtor Management or Accounting package integration.

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