Setting up Lists of Contacts
In Abtrac, you can set up lists/groups of your contacts from the ‘Contact Group Management’ screen or from the ‘Search’ screen. This would be useful for creating different mailing lists for your business purposes. Set up Lists of Contacts using Contact Group Management From Clients, Contacts & Jobs >> select Contact Group Management Add a…
Keep readingSetting up Client Owners, Job Managers and Project Leaders
The names you use for the person responsible for a client and/or job(project) can be set up from the Administration menu. Companies may have client owner/s and job owner/s who are responsible for a particular client or job. These may or may not be the same person and depending on your company naming system, you…
Keep readingRepeat Clients Report
The Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have more than one associated job in the system. This report may be used to show the relationship a job owner is cultivating with clients and any repeat work that is coming in from a client.…
Keep readingGlossary: Client People
This page briefly explains all the fields available on the Client People Page. Every client can have many persons of interest. In Abtrac, these are managed in the Client People screen. You can search people from Clients, Contacts & Jobs >> Search People. Most of the fields here should be self-explanatory but below are some…
Keep readingGlossary: Client Address
This page briefly explains all the fields available on the Client Address Page. Every client can potentially have many addresses for site addresses, deliveries, invoicing etc. In Abtrac, these are managed in the Client Addresses screen. You can search addresses from Clients, Contacts & Jobs >> Search People. Most of the fields here should be…
Keep readingGlossary: Client Invoice Defaults
This page briefly explains all the fields available on the Client Invoice Defaults Page. For more complicated fields, there will be links provided to supporting articles. What are Client Invoice Defaults: Invoice Defaults are used to populate the Client Details of an invoice when generating an invoice for this client. Should you use Client Invoice…
Keep readingGlossary: Client Details
This page briefly explains all the fields available on the Client Details Page. For more complicated fields, there will be links provided to supporting articles. Name: This is the Client name, Contact name, or Sub-Consultant name you want to manage through Abtrac. Abbreviation: A short form of text for the Client Name used in the…
Keep readingSub-Consultant Invoice Listing Report
The Sub-Consultant Invoice Listing report option can be used to get a summary of sub consultant claims and invoices for all or selected subconsultants, between two dates. You can choose to view all sub consultant invoices, just those that have been fully processed, or only those still waiting to be fully processed.
Keep readingCloning Jobs/Projects
If you find that you work on the same types of jobs/projects and some of the information is the replicated from one job to another, then you can use the Clone Job/Project feature in AbtracOnline. This will simply duplicate the job and selected details and save the job to the existing jobs client. You can…
Keep readingHow to Archive data (make items non-current)
Fewer data packets to load means you will have a faster system. Here’s how to make items non-current.
Keep readingManaging Sub-consultants
You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the duration of one or more projects. They may submit invoices for you to authorise and pass on directly to your client for payment. Alternately they may submit invoices to you which you pay and then…
Keep readingCreating a Purchase Order
A purchase order can only be created for an entity we call a Sub-Consultant. Sub-consultants and contractors are managed and linked to jobs (projects) in Abtrac through the tasks module. Before creating purchase orders, you will need to have created Sub consultants within Abtrac. For more information on Sub consultants and sub consultant invoices, please…
Keep readingTransfer Jobs (Projects)
In Abtrac you can transfer a job from one client to another using the job transfer function. This feature is most commonly used where: It is not possible to merge two jobs (projects) belonging to the same client.
Keep readingEmployee Charge Rates
Employee Charge Rates in AbtracOnLine can be as simple or as flexible as required. This article explains how to set up default charge rates, multiple rates for employees and how to hide rate details from timesheet users.
Keep readingInvoice Addresses
Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address details in the right location for your billing requirements. Addresses can be stored at the Client, Job (Project) and Invoice level. There is a bit of a hierarchy as to which address is shown on…
Keep readingSearch Clients, Contacts & Jobs(Projects)
In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >> Search Clients and Jobs. The Search screen allows you to preview a wide selection of Clients, Contacts & Jobs(Projects) data. It is also a handy place to browse information before drilling down to specific client…
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