Accorto Support

Announcements 3

• Latest Version Install/Upgrade Link
• Plans
• User Interface Updates

Using Accorto Time 10

• Overview
• Timesheet
• Capture Time
• Time Expense Item
• Timesheet - Custom Fields

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Using Accorto Expenses 4

• Expenses
• Time Expense Table
• Multi-Currency
• Import Expenses from Credit Card Statements

Using Time Expense Reports 8

• Time+Expense Report
• Splitting Time+Expense Reports
• Payment Selection
• T&E Report Reminder
• T&E Reporting

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Installation and Setup 19

• Installation Prerequisite: Product Schedule
• Installing Accorto
• Setting up Accorto
• Accorto Settings
• Accorto Parameters

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Users and Resources 3

• Adding Users (and Resources)
• Resource Pricing
• Resource Plan

Project 10

• Project Overview
• Project Line Allocation
• I cannot access the Project Line in Timesheet or Expense
• Advanced Project Tracking
• Project from Opportunity

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Billing (Invoices) 6

• Billing
• Invoice Details
• Invoice from Opportunity
• Invoice from Project
• Invoice from Time Expense Reports

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Payroll 6

• Payroll Setup
• Payroll Code
• Payroll Period
• Payroll Period Entry Limits
• Payroll Settings

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Time Off 3

• Managing PTO
• Time Off Requests
• Time Off View

Reporting 4

• Utilization
• Time Expense Item Day
• Time Expense Item Details
• Resource Weekly

Mobile 1

• Connecting

Shift Announcements 1

• Accorto Shift Latest Version

Implementation 2

• Accorto Shift Overview
• Accorto Shift Setup

Functionality 4

• Shift Calendar
• Shift Types
• Shift Resources
• Shifts

Announcements 1

• Latest Version

Checklist Use 6

• Why Checklist for Salesforce
• Use in Lightning
• Use in Classic
• Checklist Workflow (Editor)
• Open Tasks

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Checklist Setup 6

• Lightning Setup
• Classic Setup
• Checklist Setup
• Checklist Item Setup
• Automate Tasks

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Use 2

• Track 4D Introduction
• Login