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QUICK TIP - Make timesheets even easier with Activity Codes

Posted by William on 18/08/2015

Activity Codes

To make entering your timesheets even easier with Abtrac you can setup Activity Codes. Activity codes are used to classify the type of work people are doing on a job. You can also setup whether activity codes are billable, non-billable or both billable and non-billable jobs when entering Timesheets.

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Topics: Tips and Tricks

QUICK TIP - Layout the screens, just how you want it!

Posted by William on 13/08/2015

Abtrac User Control Settings

Every business is different and at Abtrac we let you control what you see, and how much you see on some of your most commonly used screens.

With the user control settings you are able to manage the design of the following screens by stipulating what fields appear, the position of the fields, and their widths. For example, do you want to enter your timesheets and have your date first or your client? Do you use activities or do you want to hide that and give the space to another field? With the user control settings you can control what you see.

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Topics: Tips and Tricks

QUICK TIP - Periodic / Recurring Invoices

Posted by William on 21/07/2015

Don’t you wish that you could easily generate those invoices in one big batch and save hours of time?

Sometimes you have a client/clients that you will end up billing the exact same amount month in and month out. With Abtrac’s Periodic / Recurring invoices you can do this.

This has been a feature in Abtrac for years but here is a quick guide on how it works.

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Topics: Tips and Tricks

QUICK TIP - Search Clients, Contacts & Projects

Posted by William on 14/07/2015

In AbtracOnLine you can search and quickly access a range of project related data from Clients, Contacts & Projects > Search.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data.

It’s also a handy place to browse information before drilling down to specific client details.

 

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Topics: Tips and Tricks

QUICK TIP - Abtrac's easy to use maintenance screens

Posted by William on 06/07/2015

Abtrac and your maintenance screens

One of the features that Abtrac has to make all your data entry more streamlined is commonly used entries that you can select from drop down boxes. These are items that you will use all the time but often once they are entered they won’t change. The list of maintenance screens include:

  • Activity
  • Department, Teams
  • Disbursements
  • Project Status
  • Project Types
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Topics: Tips and Tricks