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.

Getting Started with Abtrac

From 2014 we will be running two versions of Abtrac – these two versions have mostly the same content but are developed in different technologies.

KB1000_CloudDesktop That’s because here at Abtrac we understand that no two businesses are the same, so we have given you the flexibility to choose between our 32 and 64 bit Windows desktop version or the Cloud-based solution.
AbtracOnLine in the cloud
Log in from your mobile device or desktop and run Abtrac online anytime with the cloud version.
Abtrac 5 on Windows and LAN
If you’re not cloud ready, run Abtrac entirely on your Windows network in a classical client / server configuration.
Once you’ve chosen your Abtrac Version here’s what happens next…

 

Abtrac 5

AbtracOnLine

Being desktop based there are a few more technical hardware and software requirements for setting up Abtrac 5. Because it’s cloud AbtracOnLine is ready to go now. All you need is a contemporary device with access to the internet.
It’s worth taking the time to read through our roll out plan or talking with one of the support team to ensure there are no delays once you’ve made the decision to go live with Abtrac 5. (Although if we were being fussy our geeks do recommend you run Abtrac 6 in Google Chrome- it’s the fastest browser available – and you may as well use the best, right?)
Getting Started: Roll out plan and timing Quick Start: Administrators
Quick Start: Users
Licensing Licensing
Technical Specifications  Cloud Data Security
Minimum Requirements
Desktop Installation
Invoice Modification Invoice Modification
Accounting Upload Accounting Upload

Abtrac KB# 1000