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Category Archives: Clients & Jobs (Projects)

Job List Report

Posted on October 6, 2021 by Priya

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.

Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports | Tagged job list

Job Feedback Report

Posted on April 6, 2021 by Priya

The Job Feedback Report gives a list of Job Feedback information for jobs within the selected date criteria.

Job Feedback Report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

Clients by Client Office Report

Posted on March 31, 2021 by Priya

The Clients by Client Office report gives a list of clients by each client office.

Clients by Client Office Report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

Jobs to make Non-Current Report

Posted on March 23, 2021 by Priya

Jobs to make Non-Current report gives a list of possible current jobs to make non-current due to no action on them since a selected date.

Jobs to Make Non-Current report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

Clients and Jobs Not Billable Report

Posted on March 17, 2021 by Priya

The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This report is for only available for current clients and current projects.

Clients and Jobs Not Billable report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

New Clients Between Dates Report

Posted on March 15, 2021 by Priya

The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates.

New Clients Between Dates report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

(Current) Jobs and Tasks Report

Posted on March 10, 2021 by Priya

The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees.

Formerly only available for current jobs, you can now filter by date, current/non-current jobs, and also billable/non-billable.

Jobs and Tasks report
Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

Current Client Contacts Report

Posted on March 10, 2021 by Priya

The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts and current clients, grouped and filtered by your company offices. It also optionally groups by client owners. This report is typically used by administration, marketing and project management teams.

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Posted in All Reports, Clients & Jobs (Projects), Reports

Client Details Listing Report

Posted on March 10, 2021 by Priya

The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches, people and job detail.

Continue reading →
Posted in All Reports, Clients & Jobs (Projects), Reports

Possible Projects to be made non-current

Posted on April 11, 2016 by Jen

In AbtracOnLine from Reports  > in the Clients and Jobs section > Abtrac will provide a list of Possible Jobs to make Non-Current.

This extra data check ensures you are only making non-current jobs that are definitely no longer in use.

Continue reading →

Posted in All Reports, Clients & Jobs (Projects), Jobs & Projects, Reports | Tagged jobs, maintenance, projects

All of our support articles are here in chronological order.

If you are looking for something specific you can search for it above, or browse all our articles by categories from the list below.

If you can't find it here then you can always contact the Abtrac Support team. We'd be happy to help you get the answers you need.

All our contact details are here


 

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We answer frequently asked support questions, and give you our tips on how to get the most from Abtrac.

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  • Accounting (10)
    • Importing Costs to Abtrac (1)
    • MYOB AccountRight (1)
    • MYOB Essentials (1)
    • Xero (1)
  • Administration (41)
    • Invoice Line Control Settings (2)
    • Invoice Settings (3)
    • Maintenance (8)
    • Office Settings (2)
    • Subscription details (5)
    • System Settings: Clients + Projects(Jobs) (4)
    • System Settings: Employees (1)
    • System Settings: Invoices (6)
    • User Control Settings (1)
  • Clients & Contacts (14)
    • Subconsultants (3)
  • Debtor Management (5)
  • Employees (16)
    • Employee charge + cost rates (5)
    • Licensed Users (Current Employees) (2)
    • My Settings (1)
    • User Groups and Login details (3)
  • General (18)
  • Getting Started (38)
  • Invoicing (32)
    • Assigning Time (2)
    • Invoice Addresses (4)
    • Write On/Off (4)
  • IT Tips & Requirements (25)
  • Jobs & Projects (30)
    • Forecast Fees and Disbursements (2)
    • Job Documents (2)
    • Tasks & Stages (10)
    • Track Jobs (Projects) with Google Maps (2)
    • Transfer Project (Job) (2)
  • Reports (29)
    • All Reports (24)
      • Clients & Jobs (Projects) (10)
      • Forward Planning (1)
      • Invoicing (3)
      • Management Analysis (3)
      • Subconsultants (3)
      • Timesheet Entries (5)
    • Reports Tips and FAQs (3)
  • Time & Cost (25)
    • Disbursements (7)
    • Subconsultant Invoices + Purchase Orders (5)
    • Timesheets (10)
    • Work Scheduling (1)
  • Tips & Tricks (33)
    • Cloning (3)
    • Customising screens to suit (5)
    • Importing Data (1)


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