By default, Time+Expense Information is stored in a weekly record, but you may want to report daily or by date range.


The Object T+E Item Day allows you to handle your reporting needs and can be extended via formulas, etc.


The object stores daily records referencing the original Time Expense Item with the additional

  • the actual day (T+E Day) with the Hours and/or Receipt Amount and description
  • first day of the week - for weekly summary reports

Manual

You create the records by going to the Tab T+E Item Day

  • Enter Date Range from/to
  • Create the info synchronously for a small date range or Start Batch
    - Validate updates the records in the date range.
  • Delete not needed records with a date range

Automatic

You can also set up a scheduled Apex Job based on the class "TEItemDayUpdate" to create/update the Daily Item Info for the last 30 days.

Another option is to immediately create the records:

> Setup > Custom Settings -- Manage - Accorto Settings

set "Item Day update immediately" to yes


Use in Reports

Create a new Report - in Quick Find enter "Day" and select
"T&E Items with T&E Item Days"

From "T&E Item Day" - select fields like T&E Date, Hours, etc.

from the "T&E Item" - select references like Project, Account, etc.