Here is the link to install or upgrade to the latest version in your Salesforce Enterprise Edition instance:

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


Current Version: 3.129

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1E000000lTzD&p1=full



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 with "test".

You will then be guided through the installation.


A work saving suggestion is in Step 2 - Choose security level -
to select "Install for all users" or "Install Specific Profiles..." 



Upgrade Dialog

If you leave the default option, you as an administrator have access to it, but then applying the security settings to other roles is a very repetitive and boring ... lots of clicks. It is much easier to take access away.


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


Access (to Records and Fields)

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

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

  • Accorto T+E User (minimum access)
  • Accorto T+E Administrator

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


Recent Release Notes


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);
3.118
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