Quick start guide: Everyday users

How Abtrac works

Welcome to Abtrac! Abtrac is an all-in-one management solution that helps ensure business runs smoothly.

We call Abtrac a ‘single source of truth’.

Abtrac was created to solve the problems of data inaccuracies, and the frustrations of endless spreadsheets. Abtrac ensures that everyone who needs to know what’s happening has access to real time in-depth information. There’s no surprises.

In Abtrac everything is connected. It works a bit like this:

In Abtrac, all time is assigned to a job which links to a client. The team can then use that tracked time to manage jobs and resources, track project budgets, prepare and send invoices, and report on where your business is at.

Getting started: everyday use

This article contains a guide forpeople using Abtrac from day to day.

If you need instructions on everyday use for administrators try here instead: Getting started: for administrators.

1 Signing in to Abtrac

You’ll be invited to Abtrac and given a password from one of the administrators of your company subscription. You can reset your password at any time from your Abtrac settings. If your company requires two-factor authentication, when you log in you’ll then need to enter a code sent to you by email.

At any time you can sign in to your Abtrac account from https://www.abtraconline.com/.

A quick way to access Abtrac is by setting up a shortcut, adding the address above to your browser tabs or shortcuts, or add a link to Abtrac on your desktop by following these instructions.

2 Using Abtrac

If you are new to Abtrac we have a few pointers to ensure you get off to the best possible start.

A lot of the data in Abtrac is displayed and entered in tables and grids as well as forms. This article contains a lot of tips and tricks about the Abtrac interface, how to edit, save, open multiple screens, sort data and set up displays to suit how you work.

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.

3 Start tracking time

From Time and Disbursements > Employee Timesheets you can create a new timesheet. The period ending dates, and any required fields are usually determined by your Abtrac admins from system settings.

When tracking time in Abtrac you can use a timer, or enter time after the fact. You can build a timesheet log line by line, or look at time in a weekly view. You can also clone timesheets from one week to the next if you work on similar projects week by week.

You can mark your timesheets as completed, and once approved and committed you won’t be able to edit time anymore without help from an administrator.

There’s a video in this article that shows how to get started tracking time in Abtrac.

4 Customise your settings

If you’re new to Abtrac we understand that you’re keen to get settled in as soon as possible and want to have everything just how you like it.

Abtrac is a mix of system settings and user preferences.

Next time you log in to AbtracOnLine, click on the profile symbol in the Home screen >> have a look at the ‘Edit My Settings’ option:

From your login settings you can choose: how big or small the tables in Abtrac are, which timesheet layout you like, how it is sorted, and how the codes are displayed, your email preferences and more.

5 Temporary or permanent changes to table layouts – just for your login

In Abtrac an administrator can define the visibility, position and width of all available fields in a screen, but within these confines any screen with a ‘grid layout’ option can be changed just for your login.

On certain screens you can determine the widths, depths, filtering, grouping and sort order of your data, and save these settings for future use.

Abtrac KB# 2186

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