In Abtrac you can quickly preview, and analyse all invoices for a job (project) from within the job details screen by choosing Invoices from the Analysis menu.
This screen gives a list of invoices for that job with their number, date, company & employee disbursements, time value, write on/off amount, invoice amount, invoice amount excluding tax, payment date if paid, and name on invoice.
Viewing the Job (Project) Analysis dashboard
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on a Job code to go into the Job Details screen for that job.
From Job details choose the ‘Analysis’ tab to go into the Abtrac Dashboard screen for that job.
Viewing all Job (Project) Invoices
Click on the ‘Invoices’ tab in the Abtrac Dashboard screen for the job – all the invoices for the job will be listed here with their number, date, company & employee disbursements, time value, write on/off amount, invoice amount, invoice amount excluding tax, payment date if paid, and name on invoice.
Invoice No.
Click on an ‘Invoice No.’ link to preview the invoice.
Invoice Amount
Click on the ‘Invoice Amount’ link to view the ‘Details of Assigned Time and Cost for Selected Invoice’ report.
See more in Assigned Time and Disbursements Report.
Payment Date
The Payment Date is either added manually or synced from the accounting system. See more in Invoices and Payments (Debtors Module).
Name on Invoice
Click on the ‘Name on Invoice’ link to go into the ‘Invoice Management’ screen for that invoice. Here you can make any changes to the invoice if needed.
Totals
The totals below the table gives the sum total for all billed time, disbursements, and write ons/offs for that job.
Abtrac KB# 2054