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Abtrac Times : May Issue
This is the place for Abtrac clients to stay up to date with the latest features, news and insights.
Ashishmathew George
Analyst Programmer
+ Software Developer
Hello,
In this edition, we look at Credit Notes & Adjustment Invoices - and how they help you keep accurate financial records while maintaining a clear audit trail.
You're invited to our upcoming webinar on managing debtors and accounts receivable in Abtrac. This session is ideal for users who want improved debtor management beyond what their accounting system offers.
We’ve also introduced a new way to sign into Abtrac using your Microsoft account - more on that below.
Plus, get to know Jen from our support team in this month’s quick Q&A.
Ashish
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CREDIT NOTES & ADJUSTMENT INVOICES
Adjust Existing Invoices the Right Way
Once sent, an invoice forms part of your financial records - so editing it can create inconsistencies, especially if it’s been shared with your accounting system. Abtrac Credit notes let you make corrections while preserving the original and retaining a clear audit trail.
You can apply full or partial adjustments and reference the original invoice. If you use Abtrac Debtors, the credit and invoice are automatically recorded as paid through journal adjustments - keeping your debtor balances accurate without manual intervention.
New Login Options
Sign in to Abtrac with Your Microsoft Account
We’ve introduced a new way to access Abtrac - using your Microsoft account.
If your team uses Microsoft, you can now sign in with your existing email and password, removing the need to manage separate login details for Abtrac.
This means faster access, improved security with multi-factor authentication, and fewer password resets for your team. Simply select the Microsoft sign-in option from the Abtrac login screen and follow the prompts.
Learn with Abtrac:
Webinar: Managing Debtors and Accounts Receivable in Abtrac
Get control of your invoice payments, overdue accounts, and debtor follow-up processes
The Debtors module in Abtrac is an optional add-on that gives you greater control over accounts receivable, helping you manage payments, overdue invoices, and client follow-ups in one place.
The session is ideal for new and existing Abtrac users who want better debtor management and cashflow visibility, beyond what their accounting system offers for tracking follow-ups, reminders, and debtor activity.
In this session we'll cover:
Invoice Payments – recording and syncing payments, including part payments
Payment Receipts – confirming payments and progressing jobs
Debtor Control – tracking overdue invoices and follow-ups
Invoice Reminders – sending reminders and managing history
Penalty Invoices – applying late payment fees
Debtor Reports – aged debtors and invoice reporting
Account Rendered statements – generating and sending client statements
Watch On Demand
Our May webinar will be released on 21 May 2026 as a pre-recorded session.
Register below and we’ll send you the webinar link as soon as it becomes available.
Meet the Abtrac Team
Get to know our Onboarding + Client Success Manager
Jennifer O'Leary
What do you do at Abtrac, and where might clients have seen you?
I help new clients get up and running with Abtrac - you might have met me in onboarding sessions or in our regular client webinars.
I also work with directors and management teams to make sure they’re getting the most out of Abtrac through training, advice, and practical guidance. Behind the scenes, I team up with our development and sales teams to share client feedback, influence product improvements, and help keep our Knowledge Base articles and videos up to date.
Who should reach out to you?
Directors and managers looking to improve in-house processes and reporting, or just how they’re using Abtrac day-to-day, can reach out to me for a chat.
What do you enjoy most about your role?
I love helping clients feel confident in their systems and seeing those “aha” moments during training or strategy sessions. It’s also exciting to watch new ideas come to life in Abtrac and see how new features make a real difference for users.
Coffee or tea?
Both!
Early bird or night owl?
I’m a night owl living an early bird life - I function, but I don’t always agree with it (and rarely get to bed on time).
A place you’d love to visit one day
Antarctica. I’m not sure I’ll ever make it there, but I’d love to see it in person. In the meantime, nature documentaries still fascinate me just as much now as they did when I was a kid.
Tell us something most people don’t know about you
I get asked this a lot - yes, all the Abtrac O’Learys are related. I’m the daughter of Abtrac’s founders, Edward and Pamela, and I work alongside my brother William and sister-in-law Sharnee… so it’s very much a family affair.
Jennifer O'Leary
Client Onboarding
+ Client Success Manager