Abtrac Notifications

From time to time we send important information regarding Abtrac to all users via internal notifications.

AbtracNotificationsWhen there is a new notification you will see a red alert next to your login name, which will remain until the message has been read (or the message has expired).

This is also where you will be alerted to any unsent mail or email issues when sending invoices via email from Abtrac.

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Actual vs Budget Reports: Data Glossary

Before you start using Actual vs Budget reports it’s useful to understand where the data they display comes from. We’ve included a definition for the relevant columns, (including an example calculation where applicable) in this article, to be read side by side with Creating and managing tasks, and Actual vs Budget Reports.

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Tips for using Abtrac Tables (also known as Data Grids)

Most of the high use screens in Abtrac are data entry tables (data grids).

The support team are often asked simple questions about searching, filtering and getting things just right  – particularly when you are starting out using AbtracOnLine.

  • The way the grids and columns in each screen are displayed can be customised for all users by an administrator
  • All grids can be filtered and sorted as a one-off at any time
  • Some grids (like timesheets) can also be customised at a user level
  • Each Abtrac user can also choose how many rows they see  – for all the grids accessed under their login
  • Using Grid Layout anyone can save their own specific layouts (including filtering and grouping) on certain screens

In this article we’ve included some tricks to filtering and sorting, and a few handy ‘everyday use’ tips for using Abtrac Grids…

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To Print/PDF multiple invoices enable pop-ups

In most cases AbtracOnLine is ready to go with Google Chrome and doesn’t require any additional configuration, however on occasion a browser may block AbtracOnLine downloads.

If you are having trouble downloading multiple pdfs from AbtracOnLine – such as invoices – you may need to enable abtraconline.com as an exception to your browser security settings.

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Exporting Abtrac Data and exporting reports to Excel

You can export any data from Abtrac to Microsoft Excel for analysis via the reports screen.

In some instances, for commonly exported screens and reports the data is ‘pre-cleaned’ and will export in a similar format to the report preview.

In other instances the export may result in ‘messy’ data, where the formatting is not as expected. This export format depends on the report data, your version of Abtrac, and your version of Microsoft.

You may need to ‘clean up’ the exported file in order to remove blanks and groupings from the original report. Read on for tips on using excel to tidy your exported information, and how to export data from reports and other screens in both AbtracOnLine and Abtrac5.

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Using AbtracOnLine: Data Entry and Navigation Tips

There’s a difference between how to do things, and how things work.

If you are new to AbtracOnLine, be it coming to Abtrac from our desktop version or another system we have a few pointers to ensure you get off to the best possible start.

This article contains a lot of our tips and tricks about the Abtrac interface. When you are getting started it’s worth a read to learn all the little tweaks and tricks to ensure you have Abtrac looking, feeling and working in a way that suits you.

Read on to learn how to use AbtracOnLine, and how to…

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Search, Browse and Find Contacts

In the desktop version of Abtrac, Abtrac 5 there are three options for finding Client and Project details.

Find Contact is a quick and simple pop-up, useful when you know what you are looking for.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data. It also links to the Projects Snapshot Summary which is a handy quick view of the latest timesheets, invoices, notes and work planning for a project.

Browse Projects is focused more at the project than the client level and includes current WIP details and Project Listing reports.

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Flexible Timesheet Layouts with User Control Settings

We talk timesheets every day with our clients and we understand there’s often a bit of resistance to that dreaded daily data entry.

Some companies use incentives, and some use penalties to ensure that accurate timesheets are entered. But another technique for getting comprehensive timesheets – is just to make it really easy to enter the data.

We’re preaching to the converted a little bit here – if you’re reading this email then you’re already using a pretty flexible and simple timesheet entry system 🙂 But have you tailored your timesheet layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?

Take time to adjust your Timesheet Control Settings in Abtrac and make your daily data entry just that little bit simpler. Continue reading

Password Security Tips

We understand there is a trade off between choosing a complex secure password – and choosing a password that you can remember.

Regardless of the platform a secure and sensible password is a must. A professional hacker doesn’t really mind whether you are accessing cloud, server, or desktop data. The software professional hackers use to crack your password is capable of making one hundred billion password guesses per second. If your password contains 6 or less letters they could have access in 0.02 seconds.

But there are some simple things you can do to create and easily remember a complex, secure password.

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Microsoft previews Windows 10 – and it will be free for many current users

In January Microsoft unveiled the Windows 10 Consumer Preview. The developer preview of Windows 10 has been available since September and we are already trialling it in the support office with the current Abtrac Version 5.

Microsoft reported that 1.7 million people had downloaded the Windows 10 developer preview, giving Microsoft more than 800,000 pieces of feedback. And they’ve certainly listened to the feedback from Windows 8 too. The start menu is back and one theme from the promo last month was “The Windows you know, only better”. For those of you who struggled to log off Windows 8 this version is more ‘old school’ and certainly seems more intuitive for existing Windows users. (Yes Ed, we’re talking about you!)

The big news is they’ve also announced that Windows 10 will be a free upgrade for existing Windows 7, Windows 8.1 and Windows Phone 8.1 devices that upgrade in the first year of it’s release.*

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Seasons Greetings from the Abtrac Support Team

From all of us at Abtrac we would like to wish you a safe and restful holiday season.

Our office will close from mid morning Tuesday 23rd December 2014. We will open again Monday 5th January 2015 with reduced support and will return to our full support resources from Monday 12th January 2015.

Merry Christmas from all the team at Abtrac, thank you for your support this year.

Five Quick Invoicing Tips

Based on support calls and emails from the past 12 months here’s our most commonly asked invoicing queries and their solutions.

Invoice Numbers

How can I change an invoice number, and why can’t I change the invoice ID?

Invoice Narrations

Why not save time and save as default the comments you use most often?

Generate Based on Invoice

Another time saver is to clone or copy invoices you’ve sent previously

Accounts Upload

The two most common reasons why an invoice fails to upload

Statements

Why isn’t my invoice appearing on this statement?

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