Clients & Contacts

Glossary: 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…

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Glossary: 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…

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Glossary: 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…

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Glossary: 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…

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Sub-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.

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Cloning 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…

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Managing 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…

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Creating 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…

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Transfer 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: a job has been assigned to an incorrect or duplicate client or where a job managed via a referral/intermediary client can now be managed directly. It is not possible to merge…

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Employee 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.

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Invoice 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…

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Search 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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