AbtracOnLine allows users to generate invoices and email them directly to their clients.
This month we’re releasing a change to AbtracOnLine which lets you choose the method by which your emails are sent.
Why are we making this change? It’s important to us that your invoice management and delivery with AbtracOnLine remains reliable, even as the global email environment changes. Mail Servers and email ISPs now have more rigid practices to try and shield their users from spam, and we need to adapt Abtrac to ensure your mail isn’t incorrectly bounced or blocked.
Read on for details about :
- How invoices are now emailed from Abtrac
- How to track whether your email has been successfully received, and
- What our plans are for emailing invoices in the future
To ensure your profitability reports are as accurate as they can be, it’s a good idea to review your employee cost rates regularly. The new year is as good a time as any to check your management data is up to date.
Whether you are evaluating a trial version or getting ready to go live with Abtrac 6 you’ll need to adjust/enter some default settings before you start.
Typically your Abtrac 6 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.
Once your invoice template has been configured there are a number of fields in Abtrac > System Management that you may need to update.
Employee access rights and login settings can be determined from System Management, once password protection is enabled.
There are three levels of access within Abtrac and each can be customised to some extent.
· Standard Users
· Timesheet Users
Employee records are stored in the System Management module under System Management > Administrator > Employees.
Here you can store information only accessible to Administrators, including contact details, charge and cost rates. This is also where you assign a timesheet hierarchy and other employee settings. Once you’ve entered Employee Details you’ll then need to set up user rights and log in details from the Edit Users screen.