ABM Tips

Are you constantly re-running the same reports

Did you know:-

If you leave a report displayed on your screen for some time the information that is displayed can get out of date if there are other users processing transactions in ABM. This is useful for:-

  • Monthly Financial Reports
  • Just minimise the report, process journal transactions and press the refresh button to update. The refresh button can be found next to the print button on the report ribbon.

Refresh button



Customise what you see in ABM – Using Column Chooser                                                             

Users can change the columns they see in each module in ABM

  • place the mouse pointer over a column heading
  • right click, and then select column chooser.
  • you are then given a list of columns to select from on the left, highlight the line you wish to see
  • either click Add or double click on the line.
  • selected line will move to the right of the screen.  You can then use Move Up or Move Down to change the order of the columns.
  • click Ok and the new screen layout will be displayed.

The columns chosen are unique to each user.  Columns can be added or removed as often as the users wishes.  The column chooser is available on all module main screens, in transaction list screens, and also in Project invoicing screens.



“Strategic Software have provided our company with business management systems for the past 9 years. Their products and services continue to support our company and have been a major contributor to our success in the following ways;
– Strategic Software installed a business management system that accurately assists with scheduling our workflow. This is vital to our business success and client satisfaction.
– We are able to see where jobs are at any time and can review profit on all jobs.
. . . Prospect and conversion rates can be measured and followed up on.
– The system helps us plan and schedule work.
– The system is flexible and Strategic can customize reporting to meet our needs.
– In regards to payroll, we provide the hours and Strategic do the rest.
– Assists with keeping up to date with employment legislation and reducing risk.
– Strategic processing our payroll means that all employees pay details are confidential and records are accurate, avoiding disputes or disgruntled employees.
These processes allow us to concentrate on our own area of expertise in relation to staff and customer management and the very important task of continued improvement in quality production techniques.
Working with Strategic has allowed us to make continued improvements in measuring our key point indicators and time saving in gathering these KPI’s is key.
Strategic deliver a very professional, prompt and friendly service and we have no hesitation in recommending them.”

Neil Lewis, Director
Lewis Windows Limited

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