Assigning time from multiple jobs to one invoice

It is possible to assign multiple jobs/project to an invoice where a client has multiple jobs/project belonging to them.

You use this feature to write off time or to create a single invoice with multiple jobs.

  • Create a new invoice or load an invoice for a client that has multiple jobs/project
  • One job will be selected to start with. This will be the ‘master job’ for the invoice
  • You can select a subsequent job to assign to the invoice, using the combo box (shown below)
  • With that new job selected create a new invoice line and assign any time to the new invoice line
    • The line could be totally blank i.e. no narration and no amount assigned
    • Or the line can have amounts and narrations as per a standard invoice

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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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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.

N.B. This feature works with files on a Windows machine where the machine knows the type of files it’s trying to open. i.e it cannot open files that the machine doesn’t have the specific software for.

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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Non-Chargeable work – tracking administration and leave as projects

When you set up Abtrac we recommend you create a non-billable client for your own company.
For this client enter all the administrative and leave jobs that your staff may use, and any projects that you’d like to track time against.

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Fee Proposal Letters (Letters of Engagement)

When creating proposals or letters of engagement you can use Abtrac to populate your letter details. Including outlining your budget, and breaking down the project into tasks (or stages). These fee estimates and other Client and Job details can then be mail merged to a template document and sent to the client.

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