Simple reports to get started with invoicing

Getting started with your invoicing normally starts with a few reports to see who you’re invoicing and for how much. This can then be checked with project managers to confirm they are ready to invoice the clients and if they are happy with the amounts.

There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.

Unbilled Work Quick Summary

Unbilled Work Quick Summary is found in the invoicing section and as the name suggests this will be a summarised report that you can run against one or all jobs to see quickly whats outstanding out of all your billable time.

UnbilledWorkQuickSummarySelection

UnbilledWorkQuickSummary

Timesheet Entries (Billable WIP Only)

The Timesheet entries reports are found in the Timesheet Entries section and can be used for invoicing and also general reporting. The trick is to tick ‘Billable WIP’ (shown below) to only show information that hasn’t yet been billed.

The timesheet entries report shows information based on timesheets which may be easier for a project manager to confirm what’s billable, what to hold for the next billing cycle or what may need to be written off.

Timesheet_Entries_Selection.png

Timesheet_Entries_Report.png

 

As mentioned this is the simplest way to get information to show what may be billed. Both of these reports have a number of grouping and filtering which can change the information shown, and there are also other reports that show the information in greater detail. If you would like to know more about reports used for invoicing please contact us.

How to Archive data (make items non-current)

How does making items non-current help you

Simple, fewer pieces of information to load means you will have a faster system.

Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.

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How to create an Abtrac desktop Shortcut or Bookmark

Here we will show you how to create an Abtrac shortcut on both your Windows and Apple Devices in multiple browsers. Click the links below to go to your preferred browser.

We will cover Google Chrome, FireFox and Safari. While you can use Abtrac on other web browsers these are the preferred options which have the best performance and reliability.
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Search People

Abtrac client contacts search screen is the first point of call to quickly look up details about any client, contact, or person.

Once logged in you can click the following link to see the page, or go to Clients, Contacts & Jobs then Search People.

Use this screen as your contact management or phone book and search most fields related to a client person.

Search People Resonsive Screen

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How to Disable and Clear your browsers AutoFill features

Modern browsers are getting smarter (or scarier) and can remember the information you have put into forms on websites and this is not just AbtracOnline but any form you fill out.

Sometimes this information will be automatically put into AbtracOnline if the browser thinks that it’s saving you time by adding the information for you.

Here are the instructions on how to turn that off if you find it more of a hindrance than helpful. (n.b. these instructions are accurate as at September 2018 and may change as the browsers change. Feel free to call us for assistance if they don’t make sense.)

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Invoice Status

With AbtracOnline you can assign a different status to an invoice so your team knows where you are up to with its creation. Examples of these statuses can be Draft, Returned for Edits, Approved, Committed.

This is helpful when there is a team of people creating an invoice but one final person signing off on the contents of the invoice.

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Job/Project Documents

The Abtrac document manager is where Abtrac can keep a reference to the documents associated with any Job/Project and where these documents are stored on your local machine/server.

The installation of this will allow you to easily manage and access these documents from within Abtrac and the Job/Project itself.

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The benefits to our clients who move to AbtracOnline

Use it anywhere

AbtracOnline can be used anywhere you have an internet connection.

If you have people working on-site, in different offices, or working from home they can all access Abtrac without needing to connect to your local network via VPN.

Greater connectivity to Accounting packages, 12d and others

With API connections available from MYOB, Xero, 12d Synergy and others you can easily sync your information from Abtrac with these other packages.

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Using Work Items to Track Deliverables and Quality Assurance Standards

Work Items are a list of things to do on a job. They are lower than tasks, (aka stages or phases). They are small steps of work that can be ‘ticked off’ as they are completed. If you already have a QA Check List of some sort for each project, then Abtrac Work Items are quite possibly the exact same concept. Examples of a work item might be a day-long site visit, or a 4 hour piece of work in the office to write a report. Each of these and more may be all under a task (aka stage or phase) of “Feasibility Planning”.

Most offices start the week and look ahead several weeks sketching out work to be done and spreading it around the office for people to do. Using Abtrac work items the benefit is everyone knows what is being done and how long it is expected to take.

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Activating your Abtrac Subscription

When you Go Live with AbtracOnLine you’ll be sent an email confirming your site is live, and letting you know your login details.

Once you’ve logged into Abtrac you’ll need to go to the subscriptions page and enter your payment details to activate your site.

Part of this activation includes a digital confirmation that you have read and accepted our terms and conditions of use.

Once we receive your credit card details your monthly subscription will then be activated and will continue for as long as appropriate and timely payments are being made. Read on for instructions on how to activate your site.

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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 projects in Abtrac through the tasks module.

Before creating purchase orders you’ll need to have created Sub consultants within Abtrac. For more information on Sub consultants and sub consultant invoices please refer to this knowledgebase article.

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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 you invoice your client as if the sub-consultant is part of your team. At that stage you may also apply a margin to the sub-consultant invoice.

The essential feature is they are submitting their claims as a series of creditor invoices as they work through their contract requirements on projects for your clients. You need to know what they have already invoiced, what is this particular invoice for, and how does it fit within the contract agreements you have with them.

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