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

3.342/3	fix, improve	- Project Selection: limit Project Line Sharing query to active projects - T+E Report Approval: approve fix - Time Off: record ownership; component: show hours with days - New Time+Expense component: access check fix - Avalara Tax Callout Summer fix
3.341	fix	- T+E Import: Import Billable selection fix
3.340	improve, fix	- Timesheet: Email to an arbitrary email address - Timesheet: AutoPopulate Time Off, Holidays - Rate Management: Multi-Currency, remove duplicates - TE Report Approval: Approve All option - Retainer/Prepayment: project line level support, create fix - Pre-Billing: Project line selection fix - Create Invoice from Project: add start/end date
3.339	fix, improve	- My Day: access for Platform user fix - My Day: display work hours - TE Report Add: no delete access required - Break Meal Rule: Data consistency rules - Invoice print fixed amounts and quantities (mileages, ...) or empty quantity/unit price if expense quantity is one
3.337/8	fix	- Invoice: duplicate line description fix and expense fixed amount display (mileage) - Open Timers: show duration in minutes/hours and My Day fix - My Day: access for Platform user fix
3.336	fix, improve	- Submit new TE Reports as resource user for approval; batch option - Invoice format: optional print Expense date, date range on new line - Time/Expense Component: Optional vertical table scroll
3.335	fix	- TE Report Approval access check fix - TE Report Approval using queues fix - TE Item (Invoice) Description with two-digit year - Invoice Document Type Label and Date Label
3.333/4	improve	- MyDay: close time gaps, consistency check (details) - My Day Mgr: Summary and real-time Status - Timer Auto Stop (stops forgotten Timers) - Pre-billing performance improvement
3.330	improve, fix	- Resource Role Pricing (details) - Expense Sheet end date query fix, show status - Resource Price source visibility - T+E Item: don't update TE Item fixed expense amount after invoiced - T+E Item: don't update TE Item rate/costs after invoiced (fix) - Expense: Save w/o Attachment (only prevent submit) - Expenditure Type to set Reimbursable flag fix - Lookup limits: always include recently used references
3.327	improve, fix	- Expense component: fixed amount fix - T+E Item description: date format improvement - T+E Item project line overage update fix - Fin.Account selection to exclude Headers - Expenditure Type custom label - Show Additional Info in Project Selection (e.g. PO Number) - Activity Type selection to show only active
3.326	improve	- T+E Item Table (info) - show Billable if enabled, switch between Time|Expense|Both - Reset TE Items Billable to default (see: Billable Time)  - Project Line Planned Effort: optionally restrict effort overage (see: Prevent Project Overage)
3.325	fix	- My Day: TE Item sync fix, Compliance notes - Opportunity: Project sync automation
3.323	improve	- Break+Meal Compliance - Overview - Rules - My Day - T+E Item Billable settings (T+E Item Billable Default) if account is defined - Expense Sheet Billable change error fix
3.322	fix	- Expense Sheet decimal entry and rounding fix, labels - Opportunity - Project sync emhancements
3.318/9	improve, fix	- Expense Sheet with Attachments/Receipts (LWC) - Open Expenses Component - Expense Sheet Show Billable (independent of Timesheet) - Copy TE Item Document links to Invoice/Lines - Summer regression fix for Account.IsPriorityRecord
3.316	improve, fix	- Timer/New Time component: description and project config - Project Allocation Planned Billing/Cost - Timesheet: Show Project Code only if different from name - Timesheet, Timer, Time: handling decimal comma fix + Lookup performance - Project Lookup: user-defined order by - Open Timesheets: Ability to hide Work hours, customizable community Time Url - Timesheet: Save+Submit button option
3.310/4	fix, improve	- Billing Option: No Charge (invoiced, but with 0) - Project Invoice Distribution - Invoice: reverse/delete - Resource: Targeted Billable Hours w.Report - Mass Approval: require a reason for rejection - Time In/Out: added Tax Location - Timer, NewTE component: Description fix - Tax Location fixes - Mobile access fixes
3.306	fix, improve	- Security fixes - User Resource: transfer records to another user - PreBilling: restrict to Invoice Cycle from Project or Account
3.304/5	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 - Timesheet: enter time as another resource fix - Activity Type: Security fix, max DropDown
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

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