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.
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.
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.
In Abtrac5 from the Performance Reports screen > in the Clients and Projects section > Abtrac will provide a list of Possible Projects to make Non-Current.