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Tag Archives: user settings

Abtrac Online Setup – Quick Start Guide for Administrators

Posted on August 10, 2020 by Priya

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.

Continue reading →
Posted in Administration, Getting Started | Tagged Administration, default settings, installation, system settings, user settings

How to adjust grid columns for your screen size

Posted on October 30, 2019 by William

With the latest release in AbtracOnline, on some pages the whole screen width is now available so for people with bigger monitors you can see more information without having to scroll across the page or in some cases forgetting to scroll to see more information.

With a few simple steps, you can set yourself up so you can see what information you want to see on the device you commonly use the most.

Continue reading →

Posted in Administration, Customising screens to suit, Tips & Tricks | Tagged column widths, Grid Height, Grid Layout, grids, mobile view, screen size, User Control Settings, user settings

Data grid screen customisation (User Control Settings)

Posted on March 15, 2019 by William

Have you tailored your screen layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?

Take time to adjust your User Control Settings in Abtrac and make your daily data entry just that little bit simpler by adjusting the columns your office can see.

Continue reading →
Posted in Administration, Customising screens to suit, Getting Started, Tips & Tricks, User Control Settings | Tagged customisations, customise, Grid Depth, Grid Height, Grid Layout, layout, rows, Timesheets, User Control Settings, user settings

Timesheet Entry – Linear and Tabular Timesheet layouts

Posted on March 15, 2019 by Jen

Each Abtrac user can choose how their timesheet looks like.

Linear Timesheets are line by line, with dates on the left.

Cross Tab Timesheets group similar entries together, and have dates in a table on the right.

In both types of views, you have the choice of entry through either the form view or grid view. With all views, you can show, hide and change how you see the columns, in the user control settings pages.

Continue reading →
Posted in Time & Cost, Timesheets | Tagged default settings, FAQs, timesheet, tips and tricks, user settings, views

All of our support articles are here in chronological order.

If you are looking for something specific you can search for it above, or browse all our articles by categories from the list below.

If you can't find it here then you can always contact the Abtrac Support team. We'd be happy to help you get the answers you need.

All our contact details are here


 

  • Accounting
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  • user access rights
  • User Control Settings
  • user settings
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  • Accounting (10)
    • Importing Costs to Abtrac (1)
    • MYOB AccountRight (1)
    • MYOB Essentials (1)
    • Xero (1)
  • Administration (42)
    • Invoice Line Control Settings (2)
    • Invoice Settings (3)
    • Maintenance (8)
    • Office Settings (2)
    • Subscription details (5)
    • System Settings: Clients + Projects(Jobs) (5)
    • System Settings: Employees (1)
    • System Settings: Invoices (6)
    • User Control Settings (1)
  • Clients & Contacts (14)
    • Subconsultants (3)
  • Debtor Management (5)
  • Employees (16)
    • Employee charge + cost rates (5)
    • Licensed Users (Current Employees) (2)
    • My Settings (1)
    • User Groups and Login details (3)
  • General (24)
  • Getting Started (39)
  • Invoicing (32)
    • Assigning Time (2)
    • Invoice Addresses (4)
    • Write On/Off (4)
  • IT Tips & Requirements (25)
  • Jobs & Projects (32)
    • Forecast Fees and Disbursements (2)
    • Job Documents (2)
    • Tasks & Stages (10)
    • Track Jobs (Projects) with Google Maps (2)
    • Transfer Project (Job) (2)
  • Reports (36)
    • All Reports (31)
      • Clients & Jobs (Projects) (12)
      • Forward Planning (1)
      • Invoicing (8)
      • Management Analysis (3)
      • Subconsultants (3)
      • Timesheet Entries (5)
    • Reports Tips and FAQs (3)
  • Time & Cost (25)
    • Disbursements (7)
    • Subconsultant Invoices + Purchase Orders (5)
    • Timesheets (10)
    • Work Scheduling (1)
  • Tips & Tricks (33)
    • Cloning (3)
    • Customising screens to suit (5)
    • Importing Data (1)


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