Accorto Support

Announcements 8

• Latest Enterprise Version Install/Upgrade Link
• Time+Expense Editions
• Time+Expense Professional
• Plans
• User Interface Updates

View all 8

Using Accorto Time 26

• Overview
• Timesheet
• Timer, New Time+Expense Components
• Capture Time
• Time Expense Item

View all 26

Using Accorto Expenses 5

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

Using Time Expense Reports 9

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

View all 9

Installation and Setup 30

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

View all 30

Users and Resources 11

• Adding Users (and Resources)
• Resource Pricing
• Resource Price Update
• Create Holiday Time Items
• Resource Role Pricing

View all 11

Project 18

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

View all 18

Billing (Invoices) 17

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

View all 17

Payroll 7

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

View all 7

Time Off 7

• Time Off
• Managing PTO
• Time Off Requests
• Time Off View
• Time Off Accrual

View all 7

Reporting 4

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

Mobile 1

• Connecting

Break+Meal 1

• Break and Meal Compliance Overview

Announcements 2

• Latest Checklist Version
• Checklist Functionality Compared

Checklist Use 12

• Why Checklist for Salesforce
• Use in Lightning
• Use in Classic
• Checklist Sequence Editor
• Open Tasks

View all 12

Checklist Setup 19

• Checklist License Benefits
• Prerequisites
• Lightning Setup
• Classic Setup
• Checklist Setup

View all 19

Use 2

• Track 4D Introduction
• Login

Overview 2

• Latest Rollup Version
• Rollup Overview

Setup 4

• Rollup Definition
• Access Fix
• Rollup Status
• Rollup Filters