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Abtrac Times : November Issue


This is the place for Abtrac clients to stay up to date with the latest features, news and insights.
Priya-1

Priya Painuthara
Content creation + Marketing

Hello,

As we approach the end of the year this November, we're looking forward to celebrate World Town Planning Day.

In this issue, we have some handy tips on setting up management roles for projects and reporting on jobs and tasks.

Plus, learn how to commit & uncommit timesheets and invoices.

Priya

setting up roles

Why use Project owners and Client Owners

Within Abtrac, you have the ability to designate multiple client and job owners to your projects, allowing you to easily filter reports by these individuals.

This feature helps the team to focus and keep on top of ongoing projects. Once a project is finished, the collected data can be utilised for performance reports.

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committing timesheets

Learn how to commit and lock timesheets

Once a timesheet is complete in Abtrac, you can commit it to prevent further editing by the users.

Timesheets and invoices can also be locked with a lock date in system settings, so that nothing can be entered or edited with a date equal to or less than the lock date.

Committing invoiceS

Maintaining accurate invoice data

We recommend committing an invoice before sending it. Committing an invoice is a way to signal that it is complete. It is also a way to lock the invoices to prevent any edits from users with lesser access.

Users with higher access privileges may be granted permission to uncommit the committed invoice based on their user group.  

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abtrac reporting

Do you want to have a quick overview of your jobs and tasks? 

The Current Jobs and Tasks report gives a list of your projects and their tasks, with estimate start dates, and any estimated time and fee budget information.
It's often run for the current month or week, and used in planning meetings.
It can help you to have a quick overall picture of the current jobs managed by your business. You can also view it retrospectively for non-current jobs.

Congratulations to our giveaway winners


All winners of a free Abtrac Health check.

If you’d like to talk to the support team about booking a session for your business, you can contact us here.

 

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a day to celebrate

World Town Planning Day, 8th November 2024 

Happy World Town Planning Day to all the members of our Abtrac community who help to build better communities every day!

Thank you for your hard work and visionary planning that enhance the quality of life for residents and foster interconnected, thriving neighbourhoods.

On World Town Planning Day, the Commonwealth Association of Planners will be announcing their awards for Outstanding Planning Achievement in the Commonwealth. Check it out here.

Stay in the loop
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