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".

You can install the for Admins Only. Users should have one of the provided Permission Sets.

The mobile UI (https://m.accorto.com or https://track4d.app) is updated automatically.

Access (Records and Fields)

Once installed, Salesforce does not update access information of profiles.

As new functionality sometimes requires access to new fields, assign one of the Permission Sets:

• Accorto T+E User (minimum access to enter time/expenses)
• Accorto T+E Administrator (maintain projects, create invoices, etc.)

to users. Note that the Administrator Permission Set does not give access to not-owned records. For that create additional Permission sets (e.g. with "View All") or add Permission Set rules.

For record access use Sharing Rules.

Recent Release Notes

3.197	fix	- Time - save looses 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

Upgrade from older versions

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