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Abtrac Times : July Issue


This is the place for Abtrac clients to stay up to date with the latest features, news and insights.

Hello,

Welcome to this special edition of Abtrac newsletter for our new users, especially those new to us from WorkflowMax. In this edition, we have tips to help make the switch to Abtrac easier for you and for your team.  

Team Abtrac

Abtrac Support Team

 

webinar ON DEMAND [10 mins]

Tips for new Abtrac users

Learn more about Abtrac by joining this webinar on how to get around in Abtrac, and how to get things set up the way you like.

Clients and contacts search screen with confirmed date
user control settings

Need to see certain details in your Clients and Jobs Search Screen? 

You can customise what is available to see on most screens in Abtrac. 

To enable a column with specific information in the Search Clients and Jobs screen go to Administration > Settings > User Control Settings. 

The User Control Settings options for grid pages can be used to configure Abtrac tables to show the columns that you want to see and hide the columns that you don’t need. 

SOrting and filtering data

Need help to sort and filter your data?

Most grid pages (any tables with grey headers in Abtrac) can be sorted, grouped and filtered so that you can easily get the information that you need.

Date Column Show this Year
abtrac defaults

Can’t find what you are looking for? 

Some of the grids in Abtrac have default filters that are set to show only current information so that you can quickly see the latest information. Once you amend the filters you can get the information from noncurrent jobs, committed invoices etc. 

Search Clients and Jobs:

This screen only shows current clients and jobs by default.

Clients and contacts search screen current clients and jobs

Load Invoices:

This screen only shows uncommitted invoices by default.

Load invoices default screen

 

top reports

Abtrac Top Reports

Add these reports to your favourites in the Abtrac Reports screen. These reports are the most widely used ones among our clients.

•    Timesheet Entries 
•    Bulk Edit Timesheets 
•    Invoice Listing 
•    Invoice Preparation Information Report 
•    Unbilled Work Quick Summary 
•    Hours Worked by Employee 
•    New Project Listings Between Dates 
•    Actual Vs Budget Reports 
•    Projects to Make Non-Current 
•    Write - On/Offs Between Dates With Reason 
•    Invoices by GL Account Code 

Reports3
Stay in the loop
We release regular updates to our clients on Abtrac features, news and insights.