Accorto Time+Expense Items can maintain Hours for a week. The T&E date is the first day of the week (you can define what the first day is in Settings).
This may mean that a single report/item can cross month boundaries with inaccurate monthly reporting.
You can set up Accorto, so that it splits the Time+Expense report items by Month boundary (or semi-monthly)
Example: the weekly entry for 28.July-3.Aug is split into two entries - 28-31 Jul and 1-3 Aug.
A more detailed and flexible level is to maintain daily balances of T+E Items.
You can run it for a single report by clicking on the "Split Items by Month" link in the Detail Page section of the T+E Report.
Setup: Add the Custom Link to your Page Layout.
Go to Setup > Develop > Custom Settings
- click on: Manage: Accorto Settings
- select: T&E Item Split by Month
Go to Setup > Develop > Apex Classes
- Schedule Apex:
- Apex Class Name: TEItemSplit
- Set the frequency and start time.
Note, as an administrator, you can start the process also manually in the Developer Console by executing
Monitor via Setup > Monitoring > Apex Jobs
- Here, you can monitor the execution of the jobs.
- You also receive an email with the split results.
The application splits the T&E Items for the last 90 days.
As administrator, you can also manually start the process:
Developer Console - Debug - Open Execute Anonymous Window