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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Managing changes to your subscription

From September 1st 2017 we are changing the way we manage adjustments to your Abtrac subscription.

We’re moving to a more automated licensing system, leaving you in control of your licensed employees and your monthly licence fees.

AdjustSubscriptions_2NZ

When you make a change to your employees (or add-on modules) you’ll now be asked to confirm this change – and acknowledge any resultant change to your subscription fees. Read on for more details on what’s involved in the new system, and how it may affect your current AbtracOnLine subscription.

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Using Home page widgets

From Friday Aug 25th, 2017 there will be an update to Abtrac involving a noticeable change to the home page.

Your current home page will change from this

To this

We have introduced a small number of dashboard items as “widgets” which you can control for each user group in your office. This is in response to several requests for more dashboard-like features.

Read on for a discussion of each of the new Home page widgets, and details on how to control them from Administration > Employees > User groups and Privileges.

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Auto Generate Invoice – Fee total with narration

In AbtracOnLine you can create invoices automatically from your project task and timesheet data.

The Auto Generate by Fee total with narration option creates an invoice with a pre-filled narration paragraph and then inserts the total time fee onto a single line. You can choose to itemise disbursements, or exclude them from the automatically generated invoice.

Invoice by Fee total with narration invoices look like the examples below.

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Abtrac Notifications

From time to time we send important information regarding Abtrac to all users via internal notifications.

AbtracNotificationsWhen there is a new notification you will see a red alert next to your login name, which will remain until the message has been read (or the message has expired).

This is also where you will be alerted to any unsent mail or email issues when sending invoices via email from Abtrac.

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