Here is the link to install or upgrade to the latest version in your Salesforce Enterprise Edition instance.
Sign up for release updates via email - the most recent announcement.
Current Version: 3.304
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHn000001RdX7IAK
This is the link to upgrade or install the package in your production or development organization.
If you want to install it in a sandbox, replace the "login" in the link above with "test".
We suggest: Install for Admins Only. Users should have one of the provided Permission Sets,
even if you Install for All Users or Install for Specific Profiles.
We are happy to help; just pick a good time for you at https://accorto.pick4d.app
The mobile UI (https://m.accorto.com or https://track4d.app) is updated automatically.
User Onboarding
the easiest way is to add the link Create/Update Resource to the User layout. This then ensures that all three user prerequisites are fulfilled:
- Resource created and synced to the user
- License assigned (no need in Sandbox)
- Permission Set 'Accorto T+E User' assigned
- if the user also creates/maintains projects and resources,
please assign the permission set 'Accorto T+E Administrator' manually
The Permission Sets provide access to Objects and Fields; for record access use: Sharing Rules.
Recent Release Notes
3.304 improve, fix - Project Template: copy restrict to phase (details)
- Project Phase/Line: explicitly set to active, planned; API with source option
- Time Off Detail fix; User Resource fix
3.303 fix, improve - Time Off Accrual Entitlement: calculation based on worked hours, max carry-over (details)
- Time Off Detail: Running total of time-off balance (details)
- T+E Report approval mail templates with link to Timesheet an approval comment
- Avalera: using Named Credentials
- TE Item: Status (sync) to show correct Item/Report Status
- Time Off: Calculate End Time + create Event fix
- Translate: New Time+Expense (fr/de)
- Timesheet: Auto-Populate improvements
- Assigned Projects: if added to the Contact or Resource page, show their projects
3.298/9 fix, improve - Time Off Event permission
- Flow support: invoke apex to create T+E Report
3.294/5 improve - Invoice Summary Layout options, Default Invoice layout (details) 3.293 fix - User/Resource sync query fix
- Opportunity field access fix
- Mass Import detail debugging, ignores Byte Order Mark in file
3.288 improve, fix - Save Resource price reference in TE_Item
- Open Timesheets: documentation + lightning community settings
- T+E Report Approval: Queue selection fix
- Rounding for timer (details)
- Timesheet submit check (details)
- Restrict Activity Type in Timer, New T+E
3.286
improve. fix - Email Responder (create, update, import T+E Items) via email
- Timer: create item with namespace reference
- Project Line Allocation: View Limit and Sharing Info
3.282/4 fix - TE Item Record Name: size to 255
- Project Line Status: include expenses in not invoiced items
- User Create/Update Resource: fix
- Timesheet component: Project/Line fix (inactive+completed)
3.281
Winter improve, fix - TE Item Price/Cost Update: option for active users only
- T+E Item Long Description in T+E Report report and Resource Weekly report
- Timesheet component: info if hours are entered for a future day
- Project Line Status information (not invoiced, ...) details
- User de-activation check and transfer ownership details
3.280 fix, improve - Assigned Projects component: make references clickable, Identity users
- Time entry: daily max hours overwrite
- Invoice Tax: high volume fix
- T+E Report Approval: Layout, Query only Resource/Project/Date range
3.277 improve, fix - Report: Resources with+without prices
- Payroll Update: explicit error info
- Project account change: update account of items
- Project Line phase change: update Project Phase of items
- Assigned Projects component: show assigned Project/Lines and populate New Time dialog
- Utilization calculation for external Resources fix
- Daily Time: added item status and descriptions
- Customer Approval: Toggle Approve|Reject improvement
3.375/6 fix - Time Off Request: Expiry limit issue fix, sync Event
- PreBilling: Resource-only invoice create fix
- Timesheet: changes ignored after save failure fix
3.273/4 improve, fix - T+E Item Report: Use selected items in the list view
- Time Off Accrual: Executions debug
- Time Off: User-defined Type (e.g. Sick)
- Mass Import: Import Vendor
- Expense Table: Handling of default Expenditure Type
- Invoice Document No: prevent duplicates
- Mass Import: Skip async project update for high record counts
- Invoice: Tax Handling of Credit Memo
3.272 improve - Payroll Overtime Calculation based on billable hours, add billable, cost amount for incentive calculation
- Payroll Entry/Summary Adjustment: default to Both
- TE Report Field Sets: Approved By references
- Project Update actuals (+PreBilling): Timeframe user-definable (from 90 days)
3.271 improve - TE Item Report (query items and create/submit reports) - details
- Prevent duplicate Project Line Allocations
- Invoice: Avalara Sales Tax integration - Setup - Account - Invoice
3.270 fix, improve - Project Update High Volume: don't update T+E Item prices option
- TE Import: clarify error message Invalid vs Not Found
- Timesheet: Changed Project account info message
- PreBilling: Pricing use First T+E Date consistency
- PreBilling: Split By Day fix
- Invoice from T+E Reports: Date from/to fix
3.268 fix - TE Item Import - NPE
- TE Item split by day: parameter to set max query limit
- TE Item Mass Update: Limit user definable via Parameter: TeItemMassUpdateLimit
- Invoice Report Instability fix
3.267 fix, improve - Resource Price Custom callout fix
- New Invoice - Add invoice lines: reduce ViewState
- New T+E as Quick Action
- Invoice layout/format by Document Type fix
- TE Item Mass Update: update financial account
3.265 fix - TE Item split by Day: limit message and handing
- Timesheet: round totals, if scale > 2
- Lookups (Activity Type, ..) keyboard navigation/selection with Enter
3.264 fix, improve - Create AP Invoice: Show First TE Date, Copy Start/End date
- Create Invoice: item long description copy fix
- Create Invoice AP: volume management fix
- Pre-Billing: Invoice date consistency + set start/end date
- TE Item Mass update: Show total record count and update all option
3.263 improve, fix - Timer: create an Item directly, if the timer is completed and not previously started
- Account Tax Location: show alias, go to Tax Location directly
- Tax Location: only the Resources location is active/selectable (managers cant select other peoples locations)
- Handling of long TE Item Descriptions in TE Report Approval, Invoice, Customer Invoice review
- Invoice Summary service level configurable (project/phase/line) [from hardcoded project line]
- Create AP Invoice by account
- New Expense component: when the date is selected - enable save
- Invoice Payments: exclude quotes, etc. in open amount
- Pre-Billing: amount formatting
- Custom Pricing callout for volume-based pricing or custom price metrics
- Resource Price Effective to (end-date)
- Option to automatically create missing Project Lines
3.261 fix, improve - Lookup search fix- Tax Location context fix
- Account Tax Location - Back button
- Pick Dropdown positioning fix
- Timer: init case+opportunity fields, long description, rounding
- New Time: long description
- Timesheet: show totals, hours rounding, empty select fix
3.260 improve, fix - Account Tax Sync
- Tax Location: batch API to create default resource location from user address
- Invoice Tax calculation
- Timesheet: Tax Location only private or project/account specific
3.259 improve, fix - Tax Location enhancements
- TE Item Split Source reference
- Open TE Reports: query only active resources by resource group+type
- Timesheet(classic): update Account if the project changes w/o confirmation
- Timesheet: required daily description check fix
3.258
improve, fix - TE Item Split by Day details
- Create Invoice from RE Reports: reduce ViewSize
- Tax Location details
3.257 improve, fix - TE Item Split by Day (details)
- Calendar import and display fix 3.252 improve, fix - Customer Invoice Approval
- Time Calendar: Import Calendar Events
- TE Report Summary duplicate column check
- TE Item Import Resource cache fix
- Flexible limit for Resources cache size and PreBilling record count
- Invoice Report layout (fieldset) improvements
- PreBilling show billing options based on volume, improved messages
- Welcome Status: T+E Item Status Check Report, T+E Item Split Check Report
- New Time+Expense component: Save+Submit in one step
- API to check/enforce daily/weekly hours
3.248 fix, improve - Lookup Component: performance optimize, search sub-title, debounce
- Resource: volume/collection management
- Timesheet fieldsets: handle read-only, required
- Activity (Event/Task): Removed unused fields (hours remaining, completed)
- Timesheet lookup/select/project after validation error selection fix
- Timesheet show the correct number of saved records (e.g. saved without time)
3.243 fix, improve - Timesheet component: status layout fix, lookup stability fix, dropdown width to fit the content, show title when selected
- Timesheet component: daily description caching fix
- OFX Import invalid data tolerance fix
3.242 improve, fix - Default Billing CC from Account
- Timesheet: auto-populate lines with active project allocation or project line allocations
- Payment Term default fix
- Project Line Status (Info) improvements
- Time entry: hour entry fix for e.g. 15.0 or 15. (rather than minutes)
3.240 improve, fix - Time Calendar: enter/view time in a calendar format
- Open Timers component: show/manage active timers
- Lookup fix: if the parent is not optional, no options are displayed if there is no parent
- Timesheet: show Activity Type only for selected project with Resource Price for project/activity type
- Rate Management: Sort by Resource for Projects
3.236 improve - Project Allocation details
- Time Off Request (Classic): enter start time option
3.235 fix - Project Update Actuals: handle more than 50k items per project line, dynamic batch size details
- Welcome Status: list items w/o project lines, Cache Test, and improved Info
- Split of Report fix: too many soql
- Project Component performance improvements
3.234 improve, fix - Time Off Request (Lightning component) - details
- Time Off Request partial days based on Business Hours
- Publish Time Off to Public Calendars
- Project Actual Duration and Actual Time Elapsed reference the adjusted Actual End
- Timesheet next week stability, inactive project fix
- Open Timesheets fix for semi-monthly
3.233 improve, fix - Create AP (Contractor) Invoices
- Close Project/Phase/Line option dropdown on blur
- Accorto Status explanations, sorting, access to main entities
- Project Line Allocation: reduce ViewSize
- T+E Report field access fix
- Project Actual End field to correctly show end before complete
3.232 improve - Set Project/Phase/Line input width explicitly (for long names)
- Text fields in Timesheet Field Sets
3.231 improve - Timesheet - Project Line Status: Show Planned Hours and actual Hours
- Resource Cost Management: use Resource level Costs only or as a fallback when there is no Resource Price cost (details)
- Project Line: Entry Until restricts (all) users entering time after the date
- Project Line Allocation: De-Select Active or Entry Until restricts specific user entering time after the date for "Project Community Sharing"='always'
- Project Line Allocations: Layout improvements
- TimeOff Use records: option to create/update immediately (no need to wait until approved)
- T+E Report: maintains now Billable/NonBillable Hours
- TE Item Day: update when Item descriptions are changed fix
- Invoice Report: clickable links to invoice and invoice line
3.230 fix - TE Item: Opportunity and Account update fix
- Create Invoice from Project - performance fix
- Invoice Report encoded parameter fix
- Lookup component: overwrite Active field, Status field, and values
- Component Community URL fix
3.227 improve, fix - Invoice Report (view and create pdf) - details
- Apex Start (Start Button): Fix repeated Start, Close
- Invoice Tax Line fix, Tax derived from Account
- Billing Report (same criteria as Pre-Billing)
- Invoice Payments: Set Paid flag from Status
- Rate Management: Check for Limits (too many resources)
3.226 improve, fix - Create Invoice from Project: parameter for default Fixed Charge Amount query selection
- Welcome tab Status: information with links to follow-up records and failed job info
- Paths (Invoice, Project, Line Status)
- Invoice custom fields duplicate bug fix
- TE Report date - also first/last option for Time/Expense
- Pre-Billing: Select projects by Project Manager
3.225 improve, fix - Timesheet component: handle no Resource
- Invoice Line daily de3.scription content+consistency: yes/no/plain/all
- Invoice Payment improvements (show total by status)
- Lookup parent relationship e.g. Account-Contact,Opportunity,Case, custom objects (details)
- Project Workbench link/view options
- Use of Platform Cache (details)
3.223 fix - Project Line Allocation: Planned Effort consistency fix
- Create Invoice: Line options layout improvements
- Time Off Accrual: adjust batch size
- Visit: initialization check fix
3.222 fix - Invoice from Project Line (fixed price): exclude Expenses fix
- Start Time Off Capture Actuals - better labels/titles
- Timesheet component: project with single phase/line default fix
3.221
improve, fix - Create Invoice from Project Phases/Lines (fixed price): query restrictions, Fixed Price include/exclude Expenses
- Merge new Invoices
- Pre-Billing for multiple Projects (from Project List)
2.219
improve, fix - Time components: if account selected, show only opportunities of account
- Timesheet component: long description
- Time components: ensure contact - account consistency
- New T+E component: optionally show Billable
3.218
improve. fix - Rate Management: Resource Base Price list entry, query effective from
- New T+E and Timer components: specify default references in component settings
- Time Off Request: query other time off types
- API upgrade
3.217 improve - Project Recalculate Actuals: start async option for high volume projects
- Project Line access for selected Resource Groups or Types for all or specific project line
- Timer and New T/E component: utility bar support, show name/reference in timesheet
- Project Line: add Resource to Allocation performance fix
- Project Line Allocation: entered planned effort of all allocations updates Project Line Effort (breaking change)
- Time Off Component: show balance and history
3.215 improve - Rate Management for Accounts, set effective from, duplicate detection
3.214 improve, fix - Rate Management: Mass Edit, Copy rates - details
- Pre Billing: Create Multiple Invoices - details
- Timer/New Time component: show server error details
- Timesheet (component): navigate save error show the correct date
- Project Phase with single Line (component): save default line fix
- New T+E Item component: direct link to custom object lookup
3.213 fix - Expenditure Type cache improvement
- Access for Chatter Only license
- Timesheet component: don't show phases w/o lines
- T+E Item Import Process: run/repeat multiple times
3.212 improve, fix - Project Resource replace: handle no price required
- (Mass) Import improvements: show mapping, doc
- Timesheet component: project/phase/line query stability
- Timesheet submit confirmation based on resource group or type
3.211 improve, fix - Expense Report Reimbursement: general improvements, create from report (details)
- Open Timesheet fixes: community reference, semi-monthly period sequence
- Timesheet component: toggle Show one/all days stay on day + stability
- Project Resource Replace: fix volume
- Project Line Allocations: fix empty
- T+E Item update Account from Case
- Sharing (inherited) fixes
3.210 improve, fix - T+E Import: show Import Lines directly
- Timesheet, New Time, Timer components: handle decimal comma
- Price Management with Resource Role details
- Rate Management: view and create resource prices details
- Open Timesheets, New Time+Expense, Timer, Mass Approval component: don't show if no access/license (e.g. on the home page)
- User Manual Template details
- Open Timesheet: show semi-monthly, capacity fix
- Reports: Hours by Resource and Status last week; Hours by Resource submitted (reminder)
- T+E Mass Approval: manager can query approvals for Queue
- Replace Project Resources: also replace Allocations
3.209 improve, fix - Create Holiday Time items for resources (details)
- Project Restructure: Move Project Lines and References (details)
- System Status Page (from Welcome)
- Copy Project from Template: handle Billable fix
- T+E Import: Ignore (empty) columns, custom Project lookup column, etc. (details)
3.206 fix - T+E Item Account consistency fix
- Timesheet access for plain Community users
- Timesheet component: next/previous, descriptions, lookup, semi-monthly fixes, ordering
- Access check/validation fixes
- Project Line Sharing dialog: consistent ordering
3.202 improve, fix - Time component: Copy records from previous weeks - with or without hours/descriptions
- Lookup component - show custom fields
3.200 improve, fix - T+E Report Maintenance Utility
- Invoice Markup fix
- Time copy previous error fix
- T+E Report Approval: high volume, layout improvements, administrator can select an approver
3.197 fix - Time - save loses Projects, Activity Types for multiple new lines fix
- Select component (e.g. Billable) - handle value/readonly fix
3.196 improve, fix - Community User Project Sharing
- Lookup Result high volume and error handling
- New Time+Expense component showing FieldSet references as in Time/Timesheet
- Time Off Accrual - user-defined entitlement hours function
- Time component - confirm changes before date change
- Submit Timesheet - reduce the number of queries (docs, attachments, notes) for split by project
- T+E Report now has also Estimated Billing Info in addition to Estimated Cost Info (users do not have access)
- Pre-Billing alerts for exceeding Project PO Amounts or Not-To-Exceed Amounts details
- Create Invoice from Projects - performance improvements
- PrePayment / Retainer management for Projects details
(summary)
3.194 improve, fix - T+E Report access fix (delete not required for User)
- Billing CC on Project and Invoice (add additional invoice recipients)
- Invoice start/end date - derived from T+E Item fist/last date printed if the Invoice Layout Setting: Start/End Date Label is defined
- Timesheet component: Approval Comments and Submit checks (e.g. hours for week > 40h)
- Financial Account based on Project Lines for non-expenses in invoice lines (e.g. to distinguish consulting, services, referral, reimbursements) details
- User defined Time Off Accrual entitlement hours API
- Lookup improvements for Case and Opportunity
3.193 fix, improve - Open Timesheet namespace fix
- Project/Line Status change to 'Started' immediately when referenced by T+E Items (no need to wait for items to be approved)
- T+E Report create copies all unique values from Items (Project, Account, Vendor, .. and Documents)
- Mass Import of T+E Items with report creation options
3.192 fix - Time Off Overtime calculation
- Timesheet component closed week handling
- Timesheet update previous weeks to copy on save/delete
- Open Timesheet configurable show billable time and number of periods
3.190 fix - Invoice Payment Term hierarchy fix (default - Account - Project)
- Timesheet component performance fixes
- Translation fixes
(summary)
3.189 improve, fix - Import stability fix (msg: Regex too complicated)
- Timer update; video
- Timesheet component: translation French, German; improved Submit info; query fix; Copy from Week
- Open Timesheets: toggle week/month, translated
- Accents fix in: Project, Lookup
- Create Report: set project fix
- Report Mass Approval: high volume mitigation
3.178 improve, fix - Project Line Copy from Template - fix that Billable Hours were not adjusted to overwritten Planned Hours
- Project Line Allocation save now updates Project Line automatically
- "New Time+Expense" component improvements (video)
- Vendor tracking for T+E Expenses
3.177 improve - Timesheet (L) - daily descriptions, weekends, remove user option if org defines (video)
- Project Phase Tab (for Search)
- Create/Submit TE Report (by Project if enabled) consistently
- Project select auto-reduction (L)
3.176 improve, fix - Submit TE Reports async if too many reports
- Opportunity Create/Sync Project: Line content determined by FieldSet
(add your fields to Project Line FieldSet: LineAddition)
- Invoice send email: derive text version automatically
- Access fix for Community Users (removed TE Item: Opportunity, Case)
- Timesheet (LWC)
3.174/5 fix - Pre-Billing create invoice - add invoice lines automatically
- Invoice line document tax amount fix
- Access check fix (Resource, Activity Type, FinOrg)
- Invoice query Fin.Account code3.171 fix - Pre-Billing batch size fix
- Timer improvements
- Discontinue Aura Components
3.170 improve - T+E Item Import: check Resource/User active
- Timesheet require hours when (daily) description provided
- Invoice Billing Street - multiple lines
- Pre-Billing - batch option for high volume invoices
3.169 improve, fix - T+E Report Approved Info (user, date and comment)
- User provided currency rates (details)
- Invoice Markup based on Fin Account and Resource Price (details)
- Invoice lines ordered by Report first TE date
- Open Timesheets for own and accessible timesheets (manager)
- Project/lines set to not billable of no Account - fixed: Item Billable check
- SF Mobile layout improvements
3.168 improve - Expense table layout fixes (reason, field-set)
- Invoice Summary Layout - Zero tax line added
- Timer and Capture New Time+Expense component from any page - details
- Create Invoice restrict to Project Line
- Option to not show Projects if there are no lines
- Don't show Project Phases if there are no lines
- Project Line Fixed Price Utility
3.167 improve - Timesheet overwrite account message
- Access to Custom Settings
- TE Item - maintain Payroll Code
- Project Line Expense Tracking (details)
3.166 improve, fix - Invoice Resource price based on Service date (not current date)
- Pre-Billing Resource Price detail info
- T&E Item Month field for reporting
- Timesheet Optionally Hide Create from Project Allocations
- Create Resource/License/Permission from User
- Add access to Custom Settings for Admin Permission Set
3.165 improve - Payroll Entry Owner - active user check
- Payroll Processes - email cc addresses
- T+E Item Mass Update - also Billable
- PreBilling - Price Origin Details
- Invoice Note by Financial Organization, Cur, Document Type, e.g. for Remittance or legal info
3.164 improve, fix - Recurring Project Lines (annual, name with year)
- Resource User - handle inactive user
3.163 fix - Timesheet activity date range fix
- Billable default fix
3.160 improve, fix - Add allocated Project Lines to Timesheet (doc)
- Capture from Case - load referencing Project Line
- T+E Item with Case reference to update Case details
- Resource user link not created if user inactive
- Pre-Billing shows price changes and old price/cost
3.159 improve, fix - T+E Item Mass Update (doc)
- Pre-Billing Expense and layout improvements
- Invoice Markup Percent for Time/Expense only
- For a Resource, update Project Actuals and/or T+E Item Prices (add link to Page Layout) (doc)
3.158 improve, fix Permission Access Tax
Project Recalculate Actuals performance improvements
3.157 improve Resource Price for Projects with Planned Start after
Removed access to Resource Prices for non-administrators
Invoice Line Tab (for search)
Project Workbench - Manage Allocations (doc)3.156 improve Invoice Layout fix
T+E Open Reports (doc)
TE Report Date of Imports
3.155 improve, fix Invoice format improvements with document note (doc)
Payment Term (long note) fix
Send PDF Invoice via Email (doc)
3.154 improve, fix Open Timesheets (component showing not submitted timesheets)
Timer (component capturing time with timer)
T+E Report Reminder: send Summary Email
Project Update batch from 14 to modified in the last 90 days
Invoice Local Date Format
3.153 improve, fix Gapless (consecutive) Invoice Number (doc)
Payroll Period, Summaries, Entries same currency as Payroll Processor
Project Line Prerequisites
Connected Apps references
Resource Ownership change error handling
Resource List Weekly stability
Translation remove hardcoded language
3.152 improve,
fix Full Translation for Invoices (doc)
Resource Weekly (List) enhancements (approval history, weekends) (doc)
Timesheet + Expenses tab in Console stability
Resource cache enhancements
3.151 improve, fix Per Diem: US GSA and German Reisekosten (doc)
Flexible Weekend (non-working days - other than Sa/Su - useful also for part-time) (doc)
Project Rollup for Expenses (not just time);
PreBilling to pass all parameters for Invoice creation;
PreBilling to exclude items with fixed Price invoicing;
Utilization Calculation instability fix with many batches; 3.150 fix Time Off Status; Time Off Reject handling fix;
Expense Cap handling fix 3.148 improve Invoice (Summary) Layout improvements;
Cancel Time Off (also unlock and recall approval requests);
My Open Timesheets (Lightning Component) 3.147 improve, fix Payroll Period Close sets Close Date for all - fix (now only specific payroll processor);
Report Times Off Hours/Days by Resource (and fix of Time Off by User Report);
TE Mass Approval improvements;
Time Off Request prevent autocomplete;
Timesheet Submit confirmation fix and layout;
Project Search increase size, Safari to use Dropdown;
3.143 improve, fix Time Off Request in Days only;
Payroll Processor Auto Close relative days;
Timesheet submit check options: no - yes - confirm - block (e.g. 40h)
Empty Project (Id, Performance fix)
Report “T+E Hours (Not) Entered last Week”
Project Line - Share All 3.141 improve, fix Time Off Request layout enhancements;
Timesheet enforce mandatory Daily Description;
Timesheet show report details and show all time for a week;
T+E Report Item count now correct when submitting timesheet by project;
Dynamic Project selection - remove invalid suggestions + validated for Chrome, Safari, FF, Edge, IE11
Timesheet submission check (e.g. 8h/day 40h/week);
Payroll Code on Project Line (e.g. Vacation, Overtime) 3.140 improve Recurring Project Lines - quarterly;
Time Off Request create and submit;
Timer component (beta) 3.139 improve, fix Expense Table Expenditure Type selection/query + default;
Split TE Item fix future call;
Invoice Payment improvements;
Expense Volume error fix; 3.138 improve Track Payments for Invoices;
Capture from Project prefill/create option 3.137 fix Hidden Project Phase fix 3.135/6 improve, fix Capture from enhancements;
Time Off based on Resource for consolidated reporting 3.134 improve, fix Capture Time - repeated entry fix and project selection/creating improvements;
Capture Expenses from Case 3.133 improve, fix Capture Time from Case: create Project/Line;
Capture Time from Account for GrandParent;
Resource Sync to keep Contact;
Timesheet + Expense Entry Sorting; 3.132 improve, fix Capture From project lookup for Account, Opportunity, Case;
Capture from Account using Parent Accounts;
Project Share All Lines fix;
Events > 14 days fix;
3.131 fix, improve Mobile TE Report Create date fix;
Project Recalculate Actuals with status Closed/NoActual fix;
Resource Price calculation fix;
Expense Tax Handling improvements;
Timesheet Parameters (resource, start date) from URL;
Time Off terminology improvements 3.130 improve, fix Permission Set for Administrators to create/view/modify TE records for all users;
Project Percent complete upper limit fix;
Import Financial Account link fix;
Billable flag set to default when changing Project/Line;
Project Mode “ProjectAndLine” fix 3.129 improve Consistent Project Info Display;
UI/Lightning layout improvements 3.128 improve Optionally Hide Activity in Expense option;
Optionally Hide Links in Timesheet/Expense option;
Consistent Sort of Project selections;
Delete of T+E Reports with Items;
Import show imported Reports and Items;
UI enhancements 3.127 fix T+E Reminder query fix; Default Project Line fix; T+E Date output format in Locale 3.126 improve Visit (combined time with expenses)
T+E Import Improvements (create one report only, date parsing, total hours/amounts, more warnings) 3.125 improve Resource Code source configurable from User fields;
T+E Report Summary Totals (incl. Activity Types);
T+E Report Configurability Improvements; 3.124 fix, improve Community User Management (Permissions, License, Owned Records, Project Line Allocations) 3.121 improve TE Report (Timesheet) Layout enhancements;
Fin Org Logo for TE Report and Invoice;
Resource specific Financial Account Fixed Amount (e.g. Mileage, Per Diem);
Automatic assignment of Permission Sets to Resource Users (Platform, Community);
Default Activity Type for Resource;
Default Project Line (when no line selected);
T+E Report Mass Approval to display custom fields (field set); 3.118 improve TE Report and Invoice Header to use Financial Organization Address;
Capture Time from Tasks to update Task Info;
Restrict Activity Type usage (e.g. only Time/Expense, Project Line Types) 3.117 fix Utilization Calculation fix;
Create From Billable fix; 3.116 improve, fix Utilization Record Management tab with single Resource option;
Import Improvements (Synonyms, ..);
Resource Price Currency fix;
Project T+E Item Mass-Update improvements; 3.115 improve Time rounding;
Capture Time From .. Lightning UI improvements;
Project Line Planned Duration calc fix;
Import Statements Improvements;
Mass-Update T+E Items after Project change (e.g. Account, Opportunity, Billable) 3.113/4 fix, improve Project Line with status Drafting (not selectable in Timesheet);
Display fix for T+E Item Billable;
Deployment bug fix
-- to add the new project line status
> Setup > Objects > Project Line
- Field: Status - add picklist value: Drafting 3.112 improve Lightning component for TE Approval;
Tab for TE Approval, Daily Time;
Cleanup __project__ line;
T+E Item Billable consistent Project Default 3.111 improve Empty TE Item handling;
Timesheet ignore item fix;
Update Actuals for Project-Level records;
Update Resource Pricing (PreBilling);
Lightning link improvements;
Same fields in Project copy Template and Project from Opportunity 3.110 fix Lightning Stylesheet compatibility issue 3.109 improve Create Invoice from Reports improvements (date restrictions) and integration with Pre-Billing;
Daily Time improvements with multiple Resource Group support 3.108 improve Welcome clickable Overview;
Mass T+E Report Approval;
Project level current info;
Resource List Weekly fix;
Lightning UI improvements 3.106/7 improve View Daily Time dialog for Resources in date range;
Contract access fix 3.105 improve Project update performance/improvements;
T+E: lookup Account from Contact;
T+E: Long Text for Item description 3.104 improve Simplify Payroll Process;
Platform Users can create Invoices 3.103 fix Project Line Allocation update fix;
Project Replace Resource Lightning compatibility fix;
TE Item Waiting and Account sync fix;
Update Project Line Actuals without Items; Timesheet report 3.102 improve Project Line Record Type;
Activity Type Billable Override, Project Access for Platform User fix,
Invoice Layout Customization Improvements 3.101 improve T+E Report layout options;
Case Comment fix;
Opportunity Project sync Line Fieldset;
Timesheet Ignore Line option;
Mass Create Reports improvement 3.100 improve Resource Last Report/Hours,
Project Field Set (Record Type),
Mass Submit Report, Lightning Version update 3.99 improve TE Report Reminder improvements, Instant ItemDay update with instance Split 3.98 Improve Timesheet Report ownership fix;
Timesheet Day unexpected token fix;
Capture time date fix;
Project Line with Phase without Phase displayed;
Capture Time Improvements 3.97 Improve Payment Term fix;
Timesheet Reason;
Daily Timecard Billable fix;
Share All Project Lines Default;
ItemDay create immediately;
Capture Time daily description option 3.94/6 improve Access message improvements;
Permission Sets;
TE Item Split when submitting;
Test data;
TE Item Price/Cost with restricted access 3.93 improve Import improvements;
Financial Accounts active flag;
Timecard usability improvement 3.92 improve Item Opportunity access fix;
Timecard Day only;
Statement Import improvements 3.90/1 improve Opportunity Time improvements;
Report Reminder Improvements 3.89 improve Resource to post TE Items to closed periods for other Resources (e.g. adjustments) 3.88 improve Copy Project Template Phases, Resource Creation improvements;
Uber Import currency fix; Split Items resilience 3.83 improve Project Statement of Work (SoW) outline;
Project Copy Template enhancements (copy allocations);
Inactive Project Phase fix 3.80/2 improve Timesheet show submitted report details, edit rejected timesheet;
Expense copy/delete/ignore lines, query improvements 3.77 improve Activity Type Active flag, ProjectUpdate batch improvements 3.75 fix TE Item/Report Receipt Date fix 3.74 improve Recurring Project Lines (e.g. Service contracts);
T+E Report sync of T+E Item Date (Receipt Date) 3.71/3 improve Project Line Planned Effort change fix;
Expense tab query improvements;
Dynamic Dropdown with Code/wbs + sharing 3.70 fix TE Report update/rollup 3.69 fix TE Report Reimbursable Amount fix 3.68 minor T+E Report layout improvements, T+E Report Est.Costs, Capture Case r/o access 3.67 minor Default Project for Resource; Timesheet different Resource Project access;
Timesheet Template copy custom fields 3.66 fix Help Links, Project Actual fix 3.65 install Removed Lightning Components (requiring MyDomain) 3.64 minor Project from Opportunity: copy Template Project; Project display; Lightning enhancements 3.63 minor Removed T+E Item Import restriction (Project active), Reminder Item Processing fix 3.62 minor Safari Dropdown, Consistent Sort of Project/Lines (Code-Name / WBS-Start-Name) 3.61 fix ApexStart name space + security (Popup fix) 3.60 minor Pdf T+E Report options; Opportunity Territory handling 3.57/8 minor Locales with decimal comma; Dynamic Project Dropdown Sharing 3.56 imorove Import ISO-8859-1 files; Expense Query prints total amounts; TE Report currency info; Rename Payment to Reimbursement 3.53/5 improve Lightning + Classic UI improvements, Project Dynamic Dropdown, Landscape T+E Report 3.50/1 minor Project Template fix; Access and Field Level Security improvements 3.49 minor Field Level Security optimization 3.48 minor Import Improvements (Project phase/line, completed lines) 3.46/7 minor Lightning Enhancements 3.45 minor Import volume improvement, Expense entry defaults 3.43/4 improve Import custom columns, Resources w/o user, Import to ignore trail 3.40/2 improve Send Import files via Email, Import Uber Trip expenses, Import Preview 3.32/9 improve Monthly Payroll processing 3.31 improve T+E Item Import Improvements (create Reports + submit them) 3.28 minor Weekly Resource, T+E Report Summary Report, Reminder Improvements, Future methods 3.25/7 minor Project cost planning, report format updates, TE Report/Item submit improvements 3.23 minor Project actuals performance improvements, Update T+E items via Import, Resource Weekly 3.21 minor Import improvements (T+E, Fin. Accounts), Resource Report 3.20 minor T+E Report and Project Stabilization 3.19 improve T+E Reminder with daily capacity check 3.18 improve Project Line average rate, Resource Email formula, T+E Report Pdf, Invoice Pdf 3.17 minor Completed Project Line handling 3.16 change Project Line Sharing changes, T&E Item Days, stabilization 3.15 minor Version upgrades 3.14 improve Project Budget and T&E Item Days (daily details) 3.13 minor Exclude query columns, Project line sharing improvements, Project Overview (Team allocation) 3.12 improve Copy Project Lines from Template, improved Invoice and TE Report pdf layout 3.9 improve Current Project/Line Information 3.8 improve Resource Pricing (now incl. costs + activity), Pre-Billing, Welcome UI 3.7 improve Time Report Reminder, Payroll Backlink, Invoice Batch improvements 3.5/6 minor Auto-close improvements 3.4 minor Lightning & Mobile UI, Shift 3.2/3 minor Lightning improvements, Capture Time from Cases: long descriptions 3.1 reorg Discontinue outdated items (workbench) 2.176 minor UI fixes, patch 2.169 UI Lightning Experience Certified, Project Line Allocation enhancements 2.164 minor Project/Line Progress, Invoice Line Reason, Project Line Allocation improvements 2.163 minor Resource Plan, In/Out Timepunch enhancements 2.162 minor Payroll improvements (Resource link), Resource Plan (beta) 2.161 minor Optimize billing rate calculation, first priority project line, then resource price; help text updates 2.160 minor Help text links, Create Invoice from fixed price Project line improvement 2.159 minor Time Off improvements 2.158 minor Remove Invoice Line hours edit restrictions
Upgrade from older versions
The mobile UI (https://m.accorto.com or https://track4d.app) is updated automatically.
User Onboarding
the easiest way is to add the link Create/Update Resource to the User layout. This then ensures that all three user prerequisites are fulfilled:
- Resource created and synced to the user
- License assigned (no need in Sandbox)
- Permission Set 'Accorto T+E User' assigned
- if the user also creates/maintains projects and resources,
please assign the permission set 'Accorto T+E Administrator' manually
- if the user also creates/maintains projects and resources,
The Permission Sets provide access to Objects and Fields; for record access use: Sharing Rules.
Recent Release Notes
| 3.304 | improve, fix | - Project Template: copy restrict to phase (details) - Project Phase/Line: explicitly set to active, planned; API with source option - Time Off Detail fix; User Resource fix |
| 3.303 | fix, improve | - Time Off Accrual Entitlement: calculation based on worked hours, max carry-over (details) - Time Off Detail: Running total of time-off balance (details) - T+E Report approval mail templates with link to Timesheet an approval comment - Avalera: using Named Credentials - TE Item: Status (sync) to show correct Item/Report Status - Time Off: Calculate End Time + create Event fix - Translate: New Time+Expense (fr/de) - Timesheet: Auto-Populate improvements - Assigned Projects: if added to the Contact or Resource page, show their projects |
| 3.298/9 | fix, improve | - Time Off Event permission - Flow support: invoke apex to create T+E Report |
| 3.294/5 | improve | - Invoice Summary Layout options, Default Invoice layout (details) |
| 3.293 | fix | - User/Resource sync query fix - Opportunity field access fix - Mass Import detail debugging, ignores Byte Order Mark in file |
| 3.288 | improve, fix | - Save Resource price reference in TE_Item - Open Timesheets: documentation + lightning community settings - T+E Report Approval: Queue selection fix - Rounding for timer (details) - Timesheet submit check (details) - Restrict Activity Type in Timer, New T+E |
| 3.286 | improve. fix | - Email Responder (create, update, import T+E Items) via email - Timer: create item with namespace reference - Project Line Allocation: View Limit and Sharing Info |
| 3.282/4 | fix | - TE Item Record Name: size to 255 - Project Line Status: include expenses in not invoiced items - User Create/Update Resource: fix - Timesheet component: Project/Line fix (inactive+completed) |
| 3.281 Winter | improve, fix | - TE Item Price/Cost Update: option for active users only - T+E Item Long Description in T+E Report report and Resource Weekly report - Timesheet component: info if hours are entered for a future day - Project Line Status information (not invoiced, ...) details - User de-activation check and transfer ownership details |
| 3.280 | fix, improve | - Assigned Projects component: make references clickable, Identity users - Time entry: daily max hours overwrite - Invoice Tax: high volume fix - T+E Report Approval: Layout, Query only Resource/Project/Date range |
| 3.277 | improve, fix | - Report: Resources with+without prices - Payroll Update: explicit error info - Project account change: update account of items - Project Line phase change: update Project Phase of items - Assigned Projects component: show assigned Project/Lines and populate New Time dialog - Utilization calculation for external Resources fix - Daily Time: added item status and descriptions - Customer Approval: Toggle Approve|Reject improvement |
| 3.375/6 | fix | - Time Off Request: Expiry limit issue fix, sync Event - PreBilling: Resource-only invoice create fix - Timesheet: changes ignored after save failure fix |
| 3.273/4 | improve, fix | - T+E Item Report: Use selected items in the list view - Time Off Accrual: Executions debug - Time Off: User-defined Type (e.g. Sick) - Mass Import: Import Vendor - Expense Table: Handling of default Expenditure Type - Invoice Document No: prevent duplicates - Mass Import: Skip async project update for high record counts - Invoice: Tax Handling of Credit Memo |
| 3.272 | improve | - Payroll Overtime Calculation based on billable hours, add billable, cost amount for incentive calculation - Payroll Entry/Summary Adjustment: default to Both - TE Report Field Sets: Approved By references - Project Update actuals (+PreBilling): Timeframe user-definable (from 90 days) |
| 3.271 | improve | - TE Item Report (query items and create/submit reports) - details - Prevent duplicate Project Line Allocations - Invoice: Avalara Sales Tax integration - Setup - Account - Invoice |
| 3.270 | fix, improve | - Project Update High Volume: don't update T+E Item prices option - TE Import: clarify error message Invalid vs Not Found - Timesheet: Changed Project account info message - PreBilling: Pricing use First T+E Date consistency - PreBilling: Split By Day fix - Invoice from T+E Reports: Date from/to fix |
| 3.268 | fix | - TE Item Import - NPE - TE Item split by day: parameter to set max query limit - TE Item Mass Update: Limit user definable via Parameter: TeItemMassUpdateLimit - Invoice Report Instability fix |
| 3.267 | fix, improve | - Resource Price Custom callout fix - New Invoice - Add invoice lines: reduce ViewState - New T+E as Quick Action - Invoice layout/format by Document Type fix - TE Item Mass Update: update financial account |
| 3.265 | fix | - TE Item split by Day: limit message and handing - Timesheet: round totals, if scale > 2 - Lookups (Activity Type, ..) keyboard navigation/selection with Enter |
| 3.264 | fix, improve | - Create AP Invoice: Show First TE Date, Copy Start/End date - Create Invoice: item long description copy fix - Create Invoice AP: volume management fix - Pre-Billing: Invoice date consistency + set start/end date - TE Item Mass update: Show total record count and update all option |
| 3.263 | improve, fix | - Timer: create an Item directly, if the timer is completed and not previously started - Account Tax Location: show alias, go to Tax Location directly - Tax Location: only the Resources location is active/selectable (managers cant select other peoples locations) - Handling of long TE Item Descriptions in TE Report Approval, Invoice, Customer Invoice review - Invoice Summary service level configurable (project/phase/line) [from hardcoded project line] - Create AP Invoice by account - New Expense component: when the date is selected - enable save - Invoice Payments: exclude quotes, etc. in open amount - Pre-Billing: amount formatting - Custom Pricing callout for volume-based pricing or custom price metrics - Resource Price Effective to (end-date) - Option to automatically create missing Project Lines |
| 3.261 | fix, improve | - Lookup search fix - Tax Location context fix - Account Tax Location - Back button - Pick Dropdown positioning fix - Timer: init case+opportunity fields, long description, rounding - New Time: long description - Timesheet: show totals, hours rounding, empty select fix |
| 3.260 | improve, fix | - Account Tax Sync - Tax Location: batch API to create default resource location from user address - Invoice Tax calculation - Timesheet: Tax Location only private or project/account specific |
| 3.259 | improve, fix | - Tax Location enhancements - TE Item Split Source reference - Open TE Reports: query only active resources by resource group+type - Timesheet(classic): update Account if the project changes w/o confirmation - Timesheet: required daily description check fix |
| 3.258 | improve, fix | - TE Item Split by Day details - Create Invoice from RE Reports: reduce ViewSize - Tax Location details |
| 3.257 | improve, fix | - TE Item Split by Day (details) - Calendar import and display fix |
| 3.252 | improve, fix | - Customer Invoice Approval - Time Calendar: Import Calendar Events - TE Report Summary duplicate column check - TE Item Import Resource cache fix - Flexible limit for Resources cache size and PreBilling record count - Invoice Report layout (fieldset) improvements - PreBilling show billing options based on volume, improved messages - Welcome Status: T+E Item Status Check Report, T+E Item Split Check Report - New Time+Expense component: Save+Submit in one step - API to check/enforce daily/weekly hours |
| 3.248 | fix, improve | - Lookup Component: performance optimize, search sub-title, debounce - Resource: volume/collection management - Timesheet fieldsets: handle read-only, required - Activity (Event/Task): Removed unused fields (hours remaining, completed) - Timesheet lookup/select/project after validation error selection fix - Timesheet show the correct number of saved records (e.g. saved without time) |
| 3.243 | fix, improve | - Timesheet component: status layout fix, lookup stability fix, dropdown width to fit the content, show title when selected - Timesheet component: daily description caching fix - OFX Import invalid data tolerance fix |
| 3.242 | improve, fix | - Default Billing CC from Account - Timesheet: auto-populate lines with active project allocation or project line allocations - Payment Term default fix - Project Line Status (Info) improvements - Time entry: hour entry fix for e.g. 15.0 or 15. (rather than minutes) |
| 3.240 | improve, fix | - Time Calendar: enter/view time in a calendar format - Open Timers component: show/manage active timers - Lookup fix: if the parent is not optional, no options are displayed if there is no parent - Timesheet: show Activity Type only for selected project with Resource Price for project/activity type - Rate Management: Sort by Resource for Projects |
| 3.236 | improve | - Project Allocation details - Time Off Request (Classic): enter start time option |
| 3.235 | fix | - Project Update Actuals: handle more than 50k items per project line, dynamic batch size details - Welcome Status: list items w/o project lines, Cache Test, and improved Info - Split of Report fix: too many soql - Project Component performance improvements |
| 3.234 | improve, fix | - Time Off Request (Lightning component) - details - Time Off Request partial days based on Business Hours - Publish Time Off to Public Calendars - Project Actual Duration and Actual Time Elapsed reference the adjusted Actual End - Timesheet next week stability, inactive project fix - Open Timesheets fix for semi-monthly |
| 3.233 | improve, fix | - Create AP (Contractor) Invoices - Close Project/Phase/Line option dropdown on blur - Accorto Status explanations, sorting, access to main entities - Project Line Allocation: reduce ViewSize - T+E Report field access fix - Project Actual End field to correctly show end before complete |
| 3.232 | improve | - Set Project/Phase/Line input width explicitly (for long names) - Text fields in Timesheet Field Sets |
| 3.231 | improve | - Timesheet - Project Line Status: Show Planned Hours and actual Hours - Resource Cost Management: use Resource level Costs only or as a fallback when there is no Resource Price cost (details) - Project Line: Entry Until restricts (all) users entering time after the date - Project Line Allocation: De-Select Active or Entry Until restricts specific user entering time after the date for "Project Community Sharing"='always' - Project Line Allocations: Layout improvements - TimeOff Use records: option to create/update immediately (no need to wait until approved) - T+E Report: maintains now Billable/NonBillable Hours - TE Item Day: update when Item descriptions are changed fix - Invoice Report: clickable links to invoice and invoice line |
| 3.230 | fix | - TE Item: Opportunity and Account update fix - Create Invoice from Project - performance fix - Invoice Report encoded parameter fix - Lookup component: overwrite Active field, Status field, and values - Component Community URL fix |
| 3.227 | improve, fix | - Invoice Report (view and create pdf) - details - Apex Start (Start Button): Fix repeated Start, Close - Invoice Tax Line fix, Tax derived from Account - Billing Report (same criteria as Pre-Billing) - Invoice Payments: Set Paid flag from Status - Rate Management: Check for Limits (too many resources) |
| 3.226 | improve, fix | - Create Invoice from Project: parameter for default Fixed Charge Amount query selection - Welcome tab Status: information with links to follow-up records and failed job info - Paths (Invoice, Project, Line Status) - Invoice custom fields duplicate bug fix - TE Report date - also first/last option for Time/Expense - Pre-Billing: Select projects by Project Manager |
| 3.225 | improve, fix | - Timesheet component: handle no Resource - Invoice Line daily de3.scription content+consistency: yes/no/plain/all - Invoice Payment improvements (show total by status) - Lookup parent relationship e.g. Account-Contact,Opportunity,Case, custom objects (details) - Project Workbench link/view options - Use of Platform Cache (details) |
| 3.223 | fix | - Project Line Allocation: Planned Effort consistency fix - Create Invoice: Line options layout improvements - Time Off Accrual: adjust batch size - Visit: initialization check fix |
| 3.222 | fix | - Invoice from Project Line (fixed price): exclude Expenses fix - Start Time Off Capture Actuals - better labels/titles - Timesheet component: project with single phase/line default fix |
| 3.221 | improve, fix | - Create Invoice from Project Phases/Lines (fixed price): query restrictions, Fixed Price include/exclude Expenses - Merge new Invoices - Pre-Billing for multiple Projects (from Project List) |
| 2.219 | improve, fix | - Time components: if account selected, show only opportunities of account - Timesheet component: long description - Time components: ensure contact - account consistency - New T+E component: optionally show Billable |
| 3.218 | improve. fix | - Rate Management: Resource Base Price list entry, query effective from - New T+E and Timer components: specify default references in component settings - Time Off Request: query other time off types - API upgrade |
| 3.217 | improve | - Project Recalculate Actuals: start async option for high volume projects - Project Line access for selected Resource Groups or Types for all or specific project line - Timer and New T/E component: utility bar support, show name/reference in timesheet - Project Line: add Resource to Allocation performance fix - Project Line Allocation: entered planned effort of all allocations updates Project Line Effort (breaking change) - Time Off Component: show balance and history |
| 3.215 | improve | - Rate Management for Accounts, set effective from, duplicate detection |
| 3.214 | improve, fix | - Rate Management: Mass Edit, Copy rates - details - Pre Billing: Create Multiple Invoices - details - Timer/New Time component: show server error details - Timesheet (component): navigate save error show the correct date - Project Phase with single Line (component): save default line fix - New T+E Item component: direct link to custom object lookup |
| 3.213 | fix | - Expenditure Type cache improvement - Access for Chatter Only license - Timesheet component: don't show phases w/o lines - T+E Item Import Process: run/repeat multiple times |
| 3.212 | improve, fix | - Project Resource replace: handle no price required - (Mass) Import improvements: show mapping, doc - Timesheet component: project/phase/line query stability - Timesheet submit confirmation based on resource group or type |
| 3.211 | improve, fix | - Expense Report Reimbursement: general improvements, create from report (details) - Open Timesheet fixes: community reference, semi-monthly period sequence - Timesheet component: toggle Show one/all days stay on day + stability - Project Resource Replace: fix volume - Project Line Allocations: fix empty - T+E Item update Account from Case - Sharing (inherited) fixes |
| 3.210 | improve, fix | - T+E Import: show Import Lines directly - Timesheet, New Time, Timer components: handle decimal comma - Price Management with Resource Role details - Rate Management: view and create resource prices details - Open Timesheets, New Time+Expense, Timer, Mass Approval component: don't show if no access/license (e.g. on the home page) - User Manual Template details - Open Timesheet: show semi-monthly, capacity fix - Reports: Hours by Resource and Status last week; Hours by Resource submitted (reminder) - T+E Mass Approval: manager can query approvals for Queue - Replace Project Resources: also replace Allocations |
| 3.209 | improve, fix | - Create Holiday Time items for resources (details) - Project Restructure: Move Project Lines and References (details) - System Status Page (from Welcome) - Copy Project from Template: handle Billable fix - T+E Import: Ignore (empty) columns, custom Project lookup column, etc. (details) |
| 3.206 | fix | - T+E Item Account consistency fix - Timesheet access for plain Community users - Timesheet component: next/previous, descriptions, lookup, semi-monthly fixes, ordering - Access check/validation fixes - Project Line Sharing dialog: consistent ordering |
| 3.202 | improve, fix | - Time component: Copy records from previous weeks - with or without hours/descriptions - Lookup component - show custom fields |
| 3.200 | improve, fix | - T+E Report Maintenance Utility - Invoice Markup fix - Time copy previous error fix - T+E Report Approval: high volume, layout improvements, administrator can select an approver |
| 3.197 | fix | - Time - save loses Projects, Activity Types for multiple new lines fix - Select component (e.g. Billable) - handle value/readonly fix |
| 3.196 | improve, fix | - Community User Project Sharing - Lookup Result high volume and error handling - New Time+Expense component showing FieldSet references as in Time/Timesheet - Time Off Accrual - user-defined entitlement hours function - Time component - confirm changes before date change - Submit Timesheet - reduce the number of queries (docs, attachments, notes) for split by project - T+E Report now has also Estimated Billing Info in addition to Estimated Cost Info (users do not have access) - Pre-Billing alerts for exceeding Project PO Amounts or Not-To-Exceed Amounts details - Create Invoice from Projects - performance improvements - PrePayment / Retainer management for Projects details (summary) |
| 3.194 | improve, fix | - T+E Report access fix (delete not required for User) - Billing CC on Project and Invoice (add additional invoice recipients) - Invoice start/end date - derived from T+E Item fist/last date printed if the Invoice Layout Setting: Start/End Date Label is defined - Timesheet component: Approval Comments and Submit checks (e.g. hours for week > 40h) - Financial Account based on Project Lines for non-expenses in invoice lines (e.g. to distinguish consulting, services, referral, reimbursements) details - User defined Time Off Accrual entitlement hours API - Lookup improvements for Case and Opportunity |
| 3.193 | fix, improve | - Open Timesheet namespace fix - Project/Line Status change to 'Started' immediately when referenced by T+E Items (no need to wait for items to be approved) - T+E Report create copies all unique values from Items (Project, Account, Vendor, .. and Documents) - Mass Import of T+E Items with report creation options |
| 3.192 | fix | - Time Off Overtime calculation - Timesheet component closed week handling - Timesheet update previous weeks to copy on save/delete - Open Timesheet configurable show billable time and number of periods |
| 3.190 | fix | - Invoice Payment Term hierarchy fix (default - Account - Project) - Timesheet component performance fixes - Translation fixes (summary) |
| 3.189 | improve, fix | - Import stability fix (msg: Regex too complicated) - Timer update; video - Timesheet component: translation French, German; improved Submit info; query fix; Copy from Week - Open Timesheets: toggle week/month, translated - Accents fix in: Project, Lookup - Create Report: set project fix - Report Mass Approval: high volume mitigation |
| 3.178 | improve, fix | - Project Line Copy from Template - fix that Billable Hours were not adjusted to overwritten Planned Hours - Project Line Allocation save now updates Project Line automatically - "New Time+Expense" component improvements (video) - Vendor tracking for T+E Expenses |
| 3.177 | improve | - Timesheet (L) - daily descriptions, weekends, remove user option if org defines (video) - Project Phase Tab (for Search) - Create/Submit TE Report (by Project if enabled) consistently - Project select auto-reduction (L) |
| 3.176 | improve, fix | - Submit TE Reports async if too many reports - Opportunity Create/Sync Project: Line content determined by FieldSet (add your fields to Project Line FieldSet: LineAddition) - Invoice send email: derive text version automatically - Access fix for Community Users (removed TE Item: Opportunity, Case) - Timesheet (LWC) |
| 3.174/5 | fix | - Pre-Billing create invoice - add invoice lines automatically - Invoice line document tax amount fix - Access check fix (Resource, Activity Type, FinOrg) - Invoice query Fin.Account code |
| 3.171 | fix | - Pre-Billing batch size fix - Timer improvements - Discontinue Aura Components |
| 3.170 | improve | - T+E Item Import: check Resource/User active - Timesheet require hours when (daily) description provided - Invoice Billing Street - multiple lines - Pre-Billing - batch option for high volume invoices |
| 3.169 | improve, fix | - T+E Report Approved Info (user, date and comment) - User provided currency rates (details) - Invoice Markup based on Fin Account and Resource Price (details) - Invoice lines ordered by Report first TE date - Open Timesheets for own and accessible timesheets (manager) - Project/lines set to not billable of no Account - fixed: Item Billable check - SF Mobile layout improvements |
| 3.168 | improve | - Expense table layout fixes (reason, field-set) - Invoice Summary Layout - Zero tax line added - Timer and Capture New Time+Expense component from any page - details - Create Invoice restrict to Project Line - Option to not show Projects if there are no lines - Don't show Project Phases if there are no lines - Project Line Fixed Price Utility |
| 3.167 | improve | - Timesheet overwrite account message - Access to Custom Settings - TE Item - maintain Payroll Code - Project Line Expense Tracking (details) |
| 3.166 | improve, fix | - Invoice Resource price based on Service date (not current date) - Pre-Billing Resource Price detail info - T&E Item Month field for reporting - Timesheet Optionally Hide Create from Project Allocations - Create Resource/License/Permission from User - Add access to Custom Settings for Admin Permission Set |
| 3.165 | improve | - Payroll Entry Owner - active user check - Payroll Processes - email cc addresses - T+E Item Mass Update - also Billable - PreBilling - Price Origin Details - Invoice Note by Financial Organization, Cur, Document Type, e.g. for Remittance or legal info |
| 3.164 | improve, fix | - Recurring Project Lines (annual, name with year) - Resource User - handle inactive user |
| 3.163 | fix | - Timesheet activity date range fix - Billable default fix |
| 3.160 | improve, fix | - Add allocated Project Lines to Timesheet (doc) - Capture from Case - load referencing Project Line - T+E Item with Case reference to update Case details - Resource user link not created if user inactive - Pre-Billing shows price changes and old price/cost |
| 3.159 | improve, fix | - T+E Item Mass Update (doc) - Pre-Billing Expense and layout improvements - Invoice Markup Percent for Time/Expense only - For a Resource, update Project Actuals and/or T+E Item Prices (add link to Page Layout) (doc) |
| 3.158 | improve, fix | Permission Access Tax Project Recalculate Actuals performance improvements |
| 3.157 | improve | Resource Price for Projects with Planned Start after Removed access to Resource Prices for non-administrators Invoice Line Tab (for search) Project Workbench - Manage Allocations (doc) |
| 3.156 | improve | Invoice Layout fix T+E Open Reports (doc) TE Report Date of Imports |
| 3.155 | improve, fix | Invoice format improvements with document note (doc) Payment Term (long note) fix Send PDF Invoice via Email (doc) |
| 3.154 | improve, fix | Open Timesheets (component showing not submitted timesheets) Timer (component capturing time with timer) T+E Report Reminder: send Summary Email Project Update batch from 14 to modified in the last 90 days Invoice Local Date Format |
| 3.153 | improve, fix | Gapless (consecutive) Invoice Number (doc) Payroll Period, Summaries, Entries same currency as Payroll Processor Project Line Prerequisites Connected Apps references Resource Ownership change error handling Resource List Weekly stability Translation remove hardcoded language |
| 3.152 | improve, fix | Full Translation for Invoices (doc) Resource Weekly (List) enhancements (approval history, weekends) (doc) Timesheet + Expenses tab in Console stability Resource cache enhancements |
| 3.151 | improve, fix | Per Diem: US GSA and German Reisekosten (doc) Flexible Weekend (non-working days - other than Sa/Su - useful also for part-time) (doc) Project Rollup for Expenses (not just time); PreBilling to pass all parameters for Invoice creation; PreBilling to exclude items with fixed Price invoicing; Utilization Calculation instability fix with many batches; |
| 3.150 | fix | Time Off Status; Time Off Reject handling fix; Expense Cap handling fix |
| 3.148 | improve | Invoice (Summary) Layout improvements; Cancel Time Off (also unlock and recall approval requests); My Open Timesheets (Lightning Component) |
| 3.147 | improve, fix | Payroll Period Close sets Close Date for all - fix (now only specific payroll processor); Report Times Off Hours/Days by Resource (and fix of Time Off by User Report); TE Mass Approval improvements; Time Off Request prevent autocomplete; Timesheet Submit confirmation fix and layout; Project Search increase size, Safari to use Dropdown; |
| 3.143 | improve, fix | Time Off Request in Days only; Payroll Processor Auto Close relative days; Timesheet submit check options: no - yes - confirm - block (e.g. 40h) Empty Project (Id, Performance fix) Report “T+E Hours (Not) Entered last Week” Project Line - Share All |
| 3.141 | improve, fix | Time Off Request layout enhancements; Timesheet enforce mandatory Daily Description; Timesheet show report details and show all time for a week; T+E Report Item count now correct when submitting timesheet by project; Dynamic Project selection - remove invalid suggestions + validated for Chrome, Safari, FF, Edge, IE11 Timesheet submission check (e.g. 8h/day 40h/week); Payroll Code on Project Line (e.g. Vacation, Overtime) |
| 3.140 | improve | Recurring Project Lines - quarterly; Time Off Request create and submit; Timer component (beta) |
| 3.139 | improve, fix | Expense Table Expenditure Type selection/query + default; Split TE Item fix future call; Invoice Payment improvements; Expense Volume error fix; |
| 3.138 | improve | Track Payments for Invoices; Capture from Project prefill/create option |
| 3.137 | fix | Hidden Project Phase fix |
| 3.135/6 | improve, fix | Capture from enhancements; Time Off based on Resource for consolidated reporting |
| 3.134 | improve, fix | Capture Time - repeated entry fix and project selection/creating improvements; Capture Expenses from Case |
| 3.133 | improve, fix | Capture Time from Case: create Project/Line; Capture Time from Account for GrandParent; Resource Sync to keep Contact; Timesheet + Expense Entry Sorting; |
| 3.132 | improve, fix | Capture From project lookup for Account, Opportunity, Case; Capture from Account using Parent Accounts; Project Share All Lines fix; Events > 14 days fix; |
| 3.131 | fix, improve | Mobile TE Report Create date fix; Project Recalculate Actuals with status Closed/NoActual fix; Resource Price calculation fix; Expense Tax Handling improvements; Timesheet Parameters (resource, start date) from URL; Time Off terminology improvements |
| 3.130 | improve, fix | Permission Set for Administrators to create/view/modify TE records for all users; Project Percent complete upper limit fix; Import Financial Account link fix; Billable flag set to default when changing Project/Line; Project Mode “ProjectAndLine” fix |
| 3.129 | improve | Consistent Project Info Display; UI/Lightning layout improvements |
| 3.128 | improve | Optionally Hide Activity in Expense option; Optionally Hide Links in Timesheet/Expense option; Consistent Sort of Project selections; Delete of T+E Reports with Items; Import show imported Reports and Items; UI enhancements |
| 3.127 | fix | T+E Reminder query fix; Default Project Line fix; T+E Date output format in Locale |
| 3.126 | improve | Visit (combined time with expenses) T+E Import Improvements (create one report only, date parsing, total hours/amounts, more warnings) |
| 3.125 | improve | Resource Code source configurable from User fields; T+E Report Summary Totals (incl. Activity Types); T+E Report Configurability Improvements; |
| 3.124 | fix, improve | Community User Management (Permissions, License, Owned Records, Project Line Allocations) |
| 3.121 | improve | TE Report (Timesheet) Layout enhancements; Fin Org Logo for TE Report and Invoice; Resource specific Financial Account Fixed Amount (e.g. Mileage, Per Diem); Automatic assignment of Permission Sets to Resource Users (Platform, Community); Default Activity Type for Resource; Default Project Line (when no line selected); T+E Report Mass Approval to display custom fields (field set); |
| 3.118 | improve | TE Report and Invoice Header to use Financial Organization Address; Capture Time from Tasks to update Task Info; Restrict Activity Type usage (e.g. only Time/Expense, Project Line Types) |
| 3.117 | fix | Utilization Calculation fix; Create From Billable fix; |
| 3.116 | improve, fix | Utilization Record Management tab with single Resource option; Import Improvements (Synonyms, ..); Resource Price Currency fix; Project T+E Item Mass-Update improvements; |
| 3.115 | improve | Time rounding; Capture Time From .. Lightning UI improvements; Project Line Planned Duration calc fix; Import Statements Improvements; Mass-Update T+E Items after Project change (e.g. Account, Opportunity, Billable) |
| 3.113/4 | fix, improve | Project Line with status Drafting (not selectable in Timesheet); Display fix for T+E Item Billable; Deployment bug fix -- to add the new project line status > Setup > Objects > Project Line - Field: Status - add picklist value: Drafting |
| 3.112 | improve | Lightning component for TE Approval; Tab for TE Approval, Daily Time; Cleanup __project__ line; T+E Item Billable consistent Project Default |
| 3.111 | improve | Empty TE Item handling; Timesheet ignore item fix; Update Actuals for Project-Level records; Update Resource Pricing (PreBilling); Lightning link improvements; Same fields in Project copy Template and Project from Opportunity |
| 3.110 | fix | Lightning Stylesheet compatibility issue |
| 3.109 | improve | Create Invoice from Reports improvements (date restrictions) and integration with Pre-Billing; Daily Time improvements with multiple Resource Group support |
| 3.108 | improve | Welcome clickable Overview; Mass T+E Report Approval; Project level current info; Resource List Weekly fix; Lightning UI improvements |
| 3.106/7 | improve | View Daily Time dialog for Resources in date range; Contract access fix |
| 3.105 | improve | Project update performance/improvements; T+E: lookup Account from Contact; T+E: Long Text for Item description |
| 3.104 | improve | Simplify Payroll Process; Platform Users can create Invoices |
| 3.103 | fix | Project Line Allocation update fix; Project Replace Resource Lightning compatibility fix; TE Item Waiting and Account sync fix; Update Project Line Actuals without Items; Timesheet report |
| 3.102 | improve | Project Line Record Type; Activity Type Billable Override, Project Access for Platform User fix, Invoice Layout Customization Improvements |
| 3.101 | improve | T+E Report layout options; Case Comment fix; Opportunity Project sync Line Fieldset; Timesheet Ignore Line option; Mass Create Reports improvement |
| 3.100 | improve | Resource Last Report/Hours, Project Field Set (Record Type), Mass Submit Report, Lightning Version update |
| 3.99 | improve | TE Report Reminder improvements, Instant ItemDay update with instance Split |
| 3.98 | Improve | Timesheet Report ownership fix; Timesheet Day unexpected token fix; Capture time date fix; Project Line with Phase without Phase displayed; Capture Time Improvements |
| 3.97 | Improve | Payment Term fix; Timesheet Reason; Daily Timecard Billable fix; Share All Project Lines Default; ItemDay create immediately; Capture Time daily description option |
| 3.94/6 | improve | Access message improvements; Permission Sets; TE Item Split when submitting; Test data; TE Item Price/Cost with restricted access |
| 3.93 | improve | Import improvements; Financial Accounts active flag; Timecard usability improvement |
| 3.92 | improve | Item Opportunity access fix; Timecard Day only; Statement Import improvements |
| 3.90/1 | improve | Opportunity Time improvements; Report Reminder Improvements |
| 3.89 | improve | Resource to post TE Items to closed periods for other Resources (e.g. adjustments) |
| 3.88 | improve | Copy Project Template Phases, Resource Creation improvements; Uber Import currency fix; Split Items resilience |
| 3.83 | improve | Project Statement of Work (SoW) outline; Project Copy Template enhancements (copy allocations); Inactive Project Phase fix |
| 3.80/2 | improve | Timesheet show submitted report details, edit rejected timesheet; Expense copy/delete/ignore lines, query improvements |
| 3.77 | improve | Activity Type Active flag, ProjectUpdate batch improvements |
| 3.75 | fix | TE Item/Report Receipt Date fix |
| 3.74 | improve | Recurring Project Lines (e.g. Service contracts); T+E Report sync of T+E Item Date (Receipt Date) |
| 3.71/3 | improve | Project Line Planned Effort change fix; Expense tab query improvements; Dynamic Dropdown with Code/wbs + sharing |
| 3.70 | fix | TE Report update/rollup |
| 3.69 | fix | TE Report Reimbursable Amount fix |
| 3.68 | minor | T+E Report layout improvements, T+E Report Est.Costs, Capture Case r/o access |
| 3.67 | minor | Default Project for Resource; Timesheet different Resource Project access; Timesheet Template copy custom fields |
| 3.66 | fix | Help Links, Project Actual fix |
| 3.65 | install | Removed Lightning Components (requiring MyDomain) |
| 3.64 | minor | Project from Opportunity: copy Template Project; Project display; Lightning enhancements |
| 3.63 | minor | Removed T+E Item Import restriction (Project active), Reminder Item Processing fix |
| 3.62 | minor | Safari Dropdown, Consistent Sort of Project/Lines (Code-Name / WBS-Start-Name) |
| 3.61 | fix | ApexStart name space + security (Popup fix) |
| 3.60 | minor | Pdf T+E Report options; Opportunity Territory handling |
| 3.57/8 | minor | Locales with decimal comma; Dynamic Project Dropdown Sharing |
| 3.56 | imorove | Import ISO-8859-1 files; Expense Query prints total amounts; TE Report currency info; Rename Payment to Reimbursement |
| 3.53/5 | improve | Lightning + Classic UI improvements, Project Dynamic Dropdown, Landscape T+E Report |
| 3.50/1 | minor | Project Template fix; Access and Field Level Security improvements |
| 3.49 | minor | Field Level Security optimization |
| 3.48 | minor | Import Improvements (Project phase/line, completed lines) |
| 3.46/7 | minor | Lightning Enhancements |
| 3.45 | minor | Import volume improvement, Expense entry defaults |
| 3.43/4 | improve | Import custom columns, Resources w/o user, Import to ignore trail |
| 3.40/2 | improve | Send Import files via Email, Import Uber Trip expenses, Import Preview |
| 3.32/9 | improve | Monthly Payroll processing |
| 3.31 | improve | T+E Item Import Improvements (create Reports + submit them) |
| 3.28 | minor | Weekly Resource, T+E Report Summary Report, Reminder Improvements, Future methods |
| 3.25/7 | minor | Project cost planning, report format updates, TE Report/Item submit improvements |
| 3.23 | minor | Project actuals performance improvements, Update T+E items via Import, Resource Weekly |
| 3.21 | minor | Import improvements (T+E, Fin. Accounts), Resource Report |
| 3.20 | minor | T+E Report and Project Stabilization |
| 3.19 | improve | T+E Reminder with daily capacity check |
| 3.18 | improve | Project Line average rate, Resource Email formula, T+E Report Pdf, Invoice Pdf |
| 3.17 | minor | Completed Project Line handling |
| 3.16 | change | Project Line Sharing changes, T&E Item Days, stabilization |
| 3.15 | minor | Version upgrades |
| 3.14 | improve | Project Budget and T&E Item Days (daily details) |
| 3.13 | minor | Exclude query columns, Project line sharing improvements, Project Overview (Team allocation) |
| 3.12 | improve | Copy Project Lines from Template, improved Invoice and TE Report pdf layout |
| 3.9 | improve | Current Project/Line Information |
| 3.8 | improve | Resource Pricing (now incl. costs + activity), Pre-Billing, Welcome UI |
| 3.7 | improve | Time Report Reminder, Payroll Backlink, Invoice Batch improvements |
| 3.5/6 | minor | Auto-close improvements |
| 3.4 | minor | Lightning & Mobile UI, Shift |
| 3.2/3 | minor | Lightning improvements, Capture Time from Cases: long descriptions |
| 3.1 | reorg | Discontinue outdated items (workbench) |
| 2.176 | minor | UI fixes, patch |
| 2.169 | UI | Lightning Experience Certified, Project Line Allocation enhancements |
| 2.164 | minor | Project/Line Progress, Invoice Line Reason, Project Line Allocation improvements |
| 2.163 | minor | Resource Plan, In/Out Timepunch enhancements |
| 2.162 | minor | Payroll improvements (Resource link), Resource Plan (beta) |
| 2.161 | minor | Optimize billing rate calculation, first priority project line, then resource price; help text updates |
| 2.160 | minor | Help text links, Create Invoice from fixed price Project line improvement |
| 2.159 | minor | Time Off improvements |
| 2.158 | minor | Remove Invoice Line hours edit restrictions |
If you are upgrading from a version before v3.55, you need to apply this patch first:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t80000000toiA
If you are upgrading from a version v2.x, you need to apply a patch first:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t80000000gXW6