Sub-Consultant Invoice Listing Report

The Sub-Consultant Invoice Listing report option can be used to get a summary of sub consultant claims and invoices for all or selected subconsultants, between two dates.

You can choose to view all sub consultant invoices, just those that have been fully processed, or only those still waiting to be fully processed.

Subconsultants Invoice Listing Report
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Cloning Jobs/Projects

If you find that you work on the same types of jobs/projects and some of the information is the replicated from one job to another, then you can use the Clone Job/Project feature in AbtracOnline. This will simply duplicate the job and selected details and save the job to the existing jobs client.

You can setup template jobs/projects for the different types of work you do and then clone these jobs when you have a real job of the same type.

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How to Archive data (make items non-current)

How does making items non-current help you

Simple, fewer pieces of information to load means you will have a faster system.

Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.

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Managing Sub-consultants

You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the duration of one or more projects.

They may submit invoices for you to authorise and pass on directly to your client for payment. Alternately they may submit invoices to you which you pay and then you invoice your client as if the sub-consultant is part of your team. At that stage you may also apply a margin to the sub-consultant invoice.

The essential feature is they are submitting their claims as a series of creditor invoices as they work through their contract requirements on projects for your clients. You need to know what they have already invoiced, what is this particular invoice for, and how does it fit within the contract agreements you have with them.

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Search People/ Client Contact

Abtrac client contacts search screen is the first point of call to quickly look up details about any client, contact, or person.

Once logged in you can click the following link to see the page, or go to Clients, Contacts & Jobs then Search People.

Use this screen as your contact management, phone book, or even your mailing list.

You can search most fields related to a client person.

Search People Resonsive Screen

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Creating a Purchase Order

A purchase order can only be created for an entity we call a Sub-Consultant.

Sub-consultants and contractors are managed and linked to jobs (projects) in Abtrac through the tasks module.

Before creating purchase orders, you will need to have created Sub consultants within Abtrac. For more information on Sub consultants and sub consultant invoices, please refer to this knowledgebase article.

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Transfer Jobs (Projects)

In Abtrac you can transfer a job from one client to another using the job transfer function.

This feature is most commonly used where:

  • a job has been assigned to an incorrect or duplicate client or
  • where a job managed via a referral/intermediary client can now be managed directly.

It is not possible to merge two jobs (projects) belonging to the same client.

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Invoice Addresses

Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address details in the right location for your billing requirements.

Addresses can be stored at the Client, Job (Project) and Invoice level. There is a bit of a hierarchy as to which address is shown on your invoice, it works out like this:

Abtrac Billing Address Relationships and Process

Abtrac Billing Address Relationships and Process

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Search Clients, Contacts & Jobs(Projects)

In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >> Search Clients and Jobs.

The Search screen allows you to preview a wide selection of Clients, Contacts & Jobs(Projects) data.

It is also a handy place to browse information before drilling down to specific client details.

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