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.


Current Version: 3.197

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1E000000jb1dQAA&p1=full 


We are happy to help, just pick a good time for you at https://accorto.pick4d.app 


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.


Upgrade Dialog

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


3.197fix

- Time - save looses Projects, Activity Types for multiple new lines fix

- Select component (e.g. Billable) - handle value/readonly fix

3.196improve, 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)

3.194improve, 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

3.193fix, 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

3.192fix

- 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

3.190fix

- Invoice Payment Term hierarchy fix (default - Account - Project)

- Timesheet component performance fixes

- Translation fixes

(summary)

3.189improve, 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

3.178improve, 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

3.177improve

- 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)

3.176improve, 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)

3.174/5fix

- 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
3.171fix

- Pre-Billing batch size fix

- Timer improvements

- Discontinue Aura Components

3.170improve

- 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

3.169improve, 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

3.168improve

- 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

3.167improve

- Timesheet overwrite account message

- Access to Custom Settings

- TE Item - maintain Payroll Code

- Project Line Expense Tracking (details)

3.166improve, 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

3.165improve

- 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

3.164improve, fix

- Recurring Project Lines (annual, name with year)

- Resource User - handle inactive user

3.163fix

- Timesheet activity date range fix

- Billable default fix

3.160improve, 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

3.159improve, 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)

3.158improve, fix

Permission Access Tax

Project Recalculate Actuals performance improvements

3.157improve

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)
3.156improve

Invoice Layout fix

T+E Open Reports (doc)

TE Report Date of Imports

3.155improve, fix

Invoice format improvements with document note (doc)

Payment Term (long note) fix

Send PDF Invoice via Email (doc)

3.154improve, 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

3.153improve, 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

3.152improve,
fix

Full Translation for Invoices (doc) 

Resource Weekly (List) enhancements (approval history, weekends) (doc)

Timesheet + Expenses tab in Console stability

Resource cache enhancements

3.151improve, fixPer 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;
3.150fixTime Off Status; Time Off Reject handling fix;
Expense Cap handling fix
3.148improveInvoice (Summary) Layout improvements;
Cancel Time Off (also unlock and recall approval requests);
My Open Timesheets (Lightning Component)
3.147improve, 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;

3.143improve, fixTime 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
3.141improve, fixTime 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)
3.140improveRecurring Project Lines - quarterly;
Time Off Request create and submit;
Timer component (beta)
3.139improve, fixExpense Table Expenditure Type selection/query + default;
Split TE Item fix future call;
Invoice Payment improvements;
Expense Volume error fix;
3.138improveTrack Payments for Invoices;
Capture from Project prefill/create option
3.137fixHidden Project Phase fix
3.135/6improve, fixCapture from enhancements;
Time Off based on Resource for consolidated reporting
3.134improve, fixCapture Time - repeated entry fix and project selection/creating improvements;
Capture Expenses from Case
3.133improve, fixCapture Time from Case: create Project/Line;
Capture Time from Account for GrandParent;
Resource Sync to keep Contact;
Timesheet + Expense Entry Sorting;
3.132improve, fix

Capture From project lookup for Account, Opportunity, Case; 

Capture from Account using Parent Accounts;

Project Share All Lines fix; 

Events > 14 days fix; 

3.131fix, improveMobile 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
3.130improve, fixPermission 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
3.129improveConsistent Project Info Display;
UI/Lightning layout improvements
3.128improveOptionally 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
3.127fixT+E Reminder query fix; Default Project Line fix; T+E Date output format in Locale
3.126improveVisit (combined time with expenses)
T+E Import Improvements (create one report only, date parsing, total hours/amounts, more warnings)
3.125improveResource Code source configurable from User fields;
T+E Report Summary Totals (incl. Activity Types);
T+E Report Configurability Improvements;
3.124fix, improveCommunity User Management (Permissions, License, Owned Records, Project Line Allocations)
3.121improveTE 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);
3.118improveTE 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)
3.117fixUtilization Calculation fix;
Create From Billable fix;
3.116improve, fixUtilization Record Management tab with single Resource option;
Import Improvements (Synonyms, ..);
Resource Price Currency fix;
Project T+E Item Mass-Update improvements;
3.115improveTime 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)
3.113/4fix, improveProject 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
3.112improveLightning component for TE Approval;
Tab for TE Approval, Daily Time;
Cleanup __project__ line;
T+E Item Billable consistent Project Default
3.111improveEmpty 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
3.110fixLightning Stylesheet compatibility issue
3.109improveCreate Invoice from Reports improvements (date restrictions) and integration with Pre-Billing;
Daily Time improvements with multiple Resource Group support
3.108improveWelcome clickable Overview;
Mass T+E Report Approval;
Project level current info;
Resource List Weekly fix;
Lightning UI improvements
3.106/7improveView Daily Time dialog for Resources in date range;
Contract access fix
3.105improveProject update performance/improvements;
T+E: lookup Account from Contact;
T+E: Long Text for Item description
3.104improveSimplify Payroll Process;
Platform Users can create Invoices
3.103fixProject 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
3.102improveProject Line Record Type;
Activity Type Billable Override, Project Access for Platform User fix,
Invoice Layout Customization Improvements
3.101improveT+E Report layout options;
Case Comment fix;
Opportunity Project sync Line Fieldset;
Timesheet Ignore Line option;
Mass Create Reports improvement
3.100improveResource Last Report/Hours,
Project Field Set (Record Type),
Mass Submit Report, Lightning Version update
3.99improveTE Report Reminder improvements, Instant ItemDay update with instance Split
3.98ImproveTimesheet Report ownership fix;
Timesheet Day unexpected token fix;
Capture time date fix;
Project Line with Phase without Phase displayed;
Capture Time Improvements
3.97ImprovePayment Term fix;
Timesheet Reason;
Daily Timecard Billable fix;
Share All Project Lines Default;
ItemDay create immediately;
Capture Time daily description option
3.94/6improveAccess message improvements;
Permission Sets;
TE Item Split when submitting;
Test data;
TE Item Price/Cost with restricted access
3.93improveImport improvements;
Financial Accounts active flag;
Timecard usability improvement
3.92improveItem Opportunity access fix;
Timecard Day only;
Statement Import improvements
3.90/1improveOpportunity Time improvements;
Report Reminder Improvements
3.89improveResource to post TE Items to closed periods for other Resources (e.g. adjustments)
3.88improveCopy Project Template Phases, Resource Creation improvements;
Uber Import currency fix; Split Items resilience
3.83improveProject Statement of Work (SoW) outline;
Project Copy Template enhancements (copy allocations);
Inactive Project Phase fix
3.80/2improveTimesheet show submitted report details, edit rejected timesheet;
Expense copy/delete/ignore lines, query improvements
3.77improveActivity Type Active flag, ProjectUpdate batch improvements
3.75fixTE Item/Report Receipt Date fix
3.74improveRecurring Project Lines (e.g. Service contracts);
T+E Report sync of T+E Item Date (Receipt Date)
3.71/3improveProject Line Planned Effort change fix;
Expense tab query improvements;
Dynamic Dropdown with Code/wbs + sharing
3.70fixTE Report update/rollup
3.69fixTE Report Reimbursable Amount fix
3.68minorT+E Report layout improvements, T+E Report Est.Costs, Capture Case r/o access
3.67minorDefault Project for Resource; Timesheet different Resource Project access;
Timesheet Template copy custom fields
3.66fixHelp Links, Project Actual fix
3.65installRemoved Lightning Components (requiring MyDomain)
3.64minorProject from Opportunity: copy Template Project; Project display; Lightning enhancements
3.63minorRemoved T+E Item Import restriction (Project active), Reminder Item Processing fix
3.62minorSafari Dropdown, Consistent Sort of Project/Lines (Code-Name / WBS-Start-Name)
3.61fixApexStart name space + security (Popup fix)
3.60minorPdf T+E Report options; Opportunity Territory handling
3.57/8minorLocales with decimal comma; Dynamic Project Dropdown Sharing
3.56imoroveImport ISO-8859-1 files; Expense Query prints total amounts; TE Report currency info; Rename Payment to Reimbursement
3.53/5improveLightning + Classic UI improvements, Project Dynamic Dropdown, Landscape T+E Report
3.50/1minorProject Template fix; Access and Field Level Security improvements
3.49minorField Level Security optimization
3.48minorImport Improvements (Project phase/line, completed lines)
3.46/7minorLightning Enhancements
3.45minorImport volume improvement, Expense entry defaults
3.43/4improveImport custom columns, Resources w/o user, Import to ignore trail
3.40/2improveSend Import files via Email, Import Uber Trip expenses, Import Preview
3.32/9improveMonthly Payroll processing
3.31improveT+E Item Import Improvements (create Reports + submit them)
3.28minorWeekly Resource, T+E Report Summary Report, Reminder Improvements, Future methods
3.25/7minorProject cost planning, report format updates, TE Report/Item submit improvements
3.23minorProject actuals performance improvements, Update T+E items via Import, Resource Weekly
3.21minorImport improvements (T+E, Fin. Accounts), Resource Report
3.20minorT+E Report and Project Stabilization
3.19improveT+E Reminder with daily capacity check
3.18improveProject Line average rate, Resource Email formula, T+E Report Pdf, Invoice Pdf
3.17minorCompleted Project Line handling
3.16changeProject Line Sharing changes, T&E Item Days, stabilization
3.15minorVersion upgrades
3.14improveProject Budget and T&E Item Days (daily details)
3.13minorExclude query columns, Project line sharing improvements, Project Overview (Team allocation)
3.12improveCopy Project Lines from Template, improved Invoice and TE Report pdf layout
3.9improveCurrent Project/Line Information
3.8improveResource Pricing (now incl. costs + activity), Pre-Billing, Welcome UI
3.7improveTime Report Reminder, Payroll Backlink, Invoice Batch improvements
3.5/6minorAuto-close improvements
3.4minorLightning & Mobile UI, Shift
3.2/3minorLightning improvements, Capture Time from Cases: long descriptions
3.1reorgDiscontinue outdated items (workbench)
2.176minorUI fixes, patch
2.169UILightning Experience Certified, Project Line Allocation enhancements
2.164minorProject/Line Progress, Invoice Line Reason, Project Line Allocation improvements
2.163minorResource Plan, In/Out Timepunch enhancements
2.162minorPayroll improvements (Resource link), Resource Plan (beta)
2.161minorOptimize billing rate calculation, first priority project line, then resource price; help text updates
2.160minorHelp text links, Create Invoice from fixed price Project line improvement
2.159minorTime Off improvements
2.158minorRemove 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