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.
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. Continue reading
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 readingSearch People/ Client Contact
Abtrac’s Client Contacts Search features includes… Continue reading
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: 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…
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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