Reports are an important feature of Abtrac wherein the information within can be extracted and presented in a meaningful way. Reports also help list useful items and/or assess your company’s performance.
In this article, we will have a look at the ‘Clients and Jobs’ Reports, which comes first in the reports’ list. From Reports >> Performance Reports >> go to ‘Clients and Jobs’ to get a list of reports for clients and jobs.
The Google Maps integration is new feature to link and track your jobs spatially.
It lets you pinpoint the longitude & latitude of a project, you can save these locations to your Abtrac datafile and then search for other pinned jobs within a radius of the selected project.
The Google Maps interface is an add-on module to your subscription, subject to a monthly fee. Basic Google Maps is free for all Abtrac users. More details on how to use both these features and subscribe to interactive maps are included below.
In Abtrac, you can easily manage the positioning and grouping of various invoice lines.
Go to Administration >> Settings >> Invoice Line Control Settings to edit your Invoice Line Control Settings. Here you can edit the invoice line types, enable grand total for progress claim invoice, enter a grant total footer narration, edit different control labels, etc.
Trying to get paid for the work you have delivered can be a headache. So that’s why we’ve teamed up with MYOB PayBy to offer a service that makes getting paid not only pain free, but faster. Giving your clients convenient and easy options to pay is great for business and great for your cash flow.
This is a smart payment solution for your clients and the bonus is that you don’t need to go through the effort of setting up your own company credit card facilities.
When using Abtrac two factor authentication, a code will be sent to the user’s email address which is required to be entered before gaining access to Abtrac. This will confirm the device they are working on is a trusted device.
Each user can opt to remember this device for 30 days or they can get a new code every time they login in.
This article helps you to add employees into Abtrac and set up Logins and passwords for them. You can also watch an ‘Abtrac Quick Tutorial:- Adding Employees and a Login’ in the Abtrac YouTube channel here.
Whether you are evaluating a trial version or getting ready to go live with Abtrac, you’ll need to adjust/enter some default settings before you start.
Typically your Abtrac account will have no data, nor any customised settings when you first login. This article contains a step by step quick guide for administrators – taking you through page by page to verify that the settings in Abtrac suit your company’s needs.