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Abtrac | Knowledge Base

Abtrac | Knowledge Base

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  • Getting Started
    • Getting Started with AbtracOnLine
    • AbtracOnLine: Frequently Asked Questions
    • Upgrading to AbtracOnLine
      • Trial Checklist from Abtrac5
  • All Abtrac Help Articles
    • Getting Started with AbtracOnLine
      • QuickStart Guide – Setting up the system
      • Using AbtracOnLine: Data Entry and Navigation Tips
      • Using and Customising Screens with Abtrac Tables (also known as Data Grids)
      • Using and Customising the Home page Widgets
      • Abtrac Notifications
      • Invoice Design and using the AbtracOnLine Report Designer
      • Managing changes to your Subscription
      • Activating your Abtrac Subscription
    • FAQS (New Abtrac Users)
      • How do I manage my subscription
      • Activating your Abtrac Subscription
      • How secure is the data in AbtracOnLine?
      • Why am I getting logged out of Abtrac?
      • Is there a spell checker in AbtracOnLine?
      • How do I set up default tasks?
      • How do I set up the default number of rows I see in a table, making the page size the same for all pages?
      • Can I still have a shortcut icon on my desktop, taskbar, and start menu for AbtracOnLine?
      • How do I download multiple pdf invoices?
      • Why do my invoice emails sent from Abtrac have funny sender address?
    • Log ins, User Specific settings, and Managing Employees
      • Managing changes to your subscription
      • Activating your Abtrac Subscription
      • Changing your login
      • How to define custom layouts and setting for your login
      • Setting up and managing Current Employees (User Management)
      • Non-current Employees and historic information
      • Employee Cost Rates
      • Employee Charge Rates
      • See all Employees Articles…
    • Administration Settings
      • My Subscription Details
      • Activating your Abtrac Subscription
      • Offices
      • Managing Access to Abtrac by Employee Office
      • Teams or Departments, Which should I use?
      • Tasks or Activities
      • Setting up Non-Chargeable and Administration codes
      • How emails are sent with AbtracOnLine
      • Setting up Timesheet Layouts (And customising other screens with User Control Settings)
      • See all Administration Articles…
    • Clients, Jobs & Projects
      • Search Clients, Contacts & Jobs(Projects)
      • Project Status
      • Project and Task Specific Charge Rates
      • Creating and Managing Tasks
      • Managing Variations
      • Task Threshold Warnings
      • Transfer Jobs (Projects)
      • Possible Projects to be made non-current
      • Managing Sub-consultants
      • Creating a Purchase Order
      • See all Jobs and Projects Articles…
    • Timesheets & Disbursements
      • Timesheet Layouts
      • Clone Timesheets
      • Bulk Edit Timesheets
      • See all Time and Cost Articles…
    • Invoices
      • Invoice Design and Layout
      • Invoice Addresses
      • How to email invoices from AbtracOnLine
      • Checking email delivery status
      • Adding Invoice Terms as attachment documents (Payment Claims Law)
      • Invoice Numbers
      • Progress Claim Numbers
      • Invoice Narrations
      • Printing Invoices to Letterhead
      • To Print/PDF multiple invoices enable pop-ups
      • Auto Generate Invoice – Fee total with narration
      • Auto Generate Invoice – Progress Claim by Amount
      • See all Invoicing Articles…
    • Reports
      • Exporting Abtrac Data and exporting reports to Excel
      • Bulk Edit Timesheets
      • Timesheet Entries Reports
      • Reporting with Scaled Employee Cost Rates
      • Invoice Listing Report
      • Actual vs Budget Reports
      • Actual vs Budget Reports: Data Glossary
      • How many billable hours do you write off?
      • Write Off Reporting
      • See all Reports Articles…
    • Accounting
      • Linking your Accounting System
        • Linking your Accounting System with AbtracOnLine
        • Configuring the Accounts Interface to MYOB AccountRightLive
        • Configuring the Accounts Interface to MYOB Essentials
        • Configuring the Accounts Interface to Xero
      • Sending invoices to your accounts
      • See all Accounts Integration articles…
    • Debtor Management
      • Recording Invoice Payments
      • See all Debtor Management articles…
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Legal

Thanks for taking the time to learn about Abtrac’s legal policies.

This is where you’ll find information about your Abtrac subscription, what you can and can’t do with Abtrac, how we protect your privacy, and how we manage licensing and support.

If you have any questions about any of these policies then we’d be happy to discuss it with you, you can contact us here.

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