Your Abtrac trial includes a quick set up module on the homepage, near the footer menu.
Here, you can choose the naming convention for your jobs/projects and their components and also choose how you want your timesheets to appear.
The Timesheet Entries report shows all time and cost for the chosen criteria.
There are quite a few variations on the ‘basic’ timesheet entries report with options for lots of different filters, groups and sub-groupings.
It is often used in conjunction with the Manage WIP Screen, or the Unbilled Work Quick Summary to determine what can be billed each month.
One of the ways to apply a margin to disbursements in Abtrac is to apply the mark up percentage based on disbursement types.
Under Administration >> Maintenance >> Disbursement, you can add an ‘adjustment’ to a disbursement type.
For this mark up to take effect you also need to confirm Disbursement Margin rules from Administration >> Settings >> System Settings >> Timesheets & Disbursements.
Continue readingIn 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.
Continue readingIn Abtrac, you can change the way the invoice looks, for ease of viewing or to suit your preferences.
Continue readingIn Abtrac, a percentage admin fee can be added onto an invoice. This can be added by editing the Additional Fee in the Invoice Management screen.
Continue readingAbtracOnline allows you to import disbursements via two methods.
If you are using MYOB Account Right or Xero the available API connections to these systems will allow you to import your disbursements with the click of a button.
If you don’t use MYOB or Xero, or if you want to import things such as PaperCut files, Linz Fees, Uber Receipts etc., then you can import your disbursements through a file-based import.
Either way, with our import disbursement functionality you don’t have to spend hours re-keying information that you probably have available from other systems.
Disbursements are categorised and reported on in Abtrac by disbursement type.
From Administration >> Maintenance >> Disbursement, you can maintain a list of disbursement types and groups, and define the system settings for tax, reporting and employee reimbursements.
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