Getting started with your invoicing normally starts with a few reports to see who you’re invoicing and for how much. This can then be checked with project managers to confirm they are ready to invoice the clients and if they are happy with the amounts.
There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.
Unbilled Work Quick Summary
Unbilled Work Quick Summary is found in the invoicing section and as the name suggests this will be a summarised report that you can run against one or all jobs to see quickly whats outstanding out of all your billable time.
Timesheet Entries (Billable WIP Only)
The Timesheet entries reports are found in the Timesheet Entries section and can be used for invoicing and also general reporting. The trick is to tick ‘Billable WIP’ (shown below) to only show information that hasn’t yet been billed.
The timesheet entries report shows information based on timesheets which may be easier for a project manager to confirm what’s billable, what to hold for the next billing cycle or what may need to be written off.
As mentioned this is the simplest way to get information to show what may be billed. Both of these reports have a number of grouping and filtering which can change the information shown, and there are also other reports that show the information in greater detail. If you would like to know more about reports used for invoicing please contact us.
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.
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 2018 and may change as the browsers change. Feel free to call us for assistance if they don’t make sense.)
With AbtracOnline you can assign a different status to an invoice so your team knows where you are up to with its creation. Examples of these statuses can be Draft, Returned for Edits, Approved, Committed.
This is helpful when there is a team of people creating an invoice but one final person signing off on the contents of the invoice.
Issue Logged: 27/03/2017 08:47 NZDT
It’s come to our attention that the latest Google Chrome update released Friday 25th March is causing issues with some data entry screens in AbtracOnLine, including timesheets.
If you have already updated to Chrome Version 57 then we would ask you temporarily to run AbtracOnLine using Firefox or Internet Explorer (preferably Microsoft Edge if you are using Windows10).
AbtracOnLine is not the only site affected by these changes and we are working both in house and waiting for further updates from Google and our database partners to resolve these issues.
We will add updates to the status of this issue both in this post, and through notifications within AbtracOnLine.
We appreciate your understanding as we work with others to provide a prompt resolution.
Resolved: Progress Update: 24/04/2017 06:55 NZDT
Abtrac Version V6.04.17.4758 was published on April 21st and has resolved issues users were experiencing when running Abtrac with Google Chrome v57.
On April 20th Google Chrome also announced an updated version (Chrome 58.0.3029.81) which will roll out to all desktops in the coming weeks. It is purported to contain a fix for the .asp call back problems introduced four weeks ago. The wider development community are currently continuing testing of this new version, including our component providers at DevExpress.
Although Google have announced a solution we’ve released an updated version as planned.
We have appreciated your patience and understanding dealing with this unexpected issue over the past month.
The Windows update released to all Microsoft clients on March 8, 2016 (KB3085515) caused issues logging in and accessing Abtrac data for some users who run Abtrac5 with Microsoft Access versions 2010 and higher.
The update has now been removed from the Windows update lists, and Microsoft will be releasing a new update to solve this issue for those users who retrieved and installed the update that caused problems. The fix has been promised from Microsoft as part of their April Windows updates.
In the interim if you are receiving unexpected messages in Abtrac5 including
“The code contains a syntax error, or a Microsoft Access function you need is not available.”
AbtracOnLine is only accessible with a current username and password. Your username must be a valid email address and we recommend choosing a secure password (there are tips for secure passwords in this article). Abtrac passwords must be at least 7 characters long, and contain a combination of upper/lower case letters and at least one number.
If you are having problems logging in, if you are starting AbtracOnLine live after a trial, or if you are converting from Abtrac5 you may need to confirm or change your access details.