Your Abtrac trial includes a quick set up module on the homepage, near the footer menu.
Here, you can choose the naming convention for your jobs/projects and their components and also choose how you want your timesheets to appear.
The Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job.
From one menu choice in the reports screen three types of reports can be produced – Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and the Subconsultant Invoice Supplement.
The Subconsultant Purchase Orders report gives a list of purchase orders for all subconsultants.
One of the ways to apply a margin to disbursements in Abtrac is to apply the mark up percentage based on disbursement types.
Under Administration >> Maintenance >> Disbursement, you can add an ‘adjustment’ to a disbursement type.
For this mark up to take effect you also need to confirm Disbursement Margin rules from Administration >> Settings >> System Settings >> Timesheets & Disbursements.
Continue readingIn Abtrac, a percentage admin fee can be added onto an invoice. This can be added by editing the Additional Fee in the Invoice Management screen.
Continue readingThis screen is useful when you need to update timesheet details in bulk, it eliminates the need to open and edit the individual users’ timesheets.
This timesheet maintenance screen is most typically used in the following situations:
AbtracOnline allows you to import disbursements via two methods.
If you are using MYOB Account Right or Xero the available API connections to these systems will allow you to import your disbursements with the click of a button.
If you don’t use MYOB or Xero, or if you want to import things such as PaperCut files, Linz Fees, Uber Receipts etc., then you can import your disbursements through a file-based import.
Either way, with our import disbursement functionality you don’t have to spend hours re-keying information that you probably have available from other systems.
Disbursements are categorised and reported on in Abtrac by disbursement type.
From Administration >> Maintenance >> Disbursement, you can maintain a list of disbursement types and groups, and define the system settings for tax, reporting and employee reimbursements.
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