Using Accorto Time

Report Time (and optional Expenses)

Time rounding
The time entered can be rounded up to e.g. 15 minutes.  This might be especially useful for Check In / CheckOut or FastTrack (i.e. where you start/stop the ...
Tue, Aug 21, 2018 at 11:23 AM
Visit
A visit combines Time and Expenses for an appointment or meeting in a single screen. It allows to immediately display relevant project details and attach do...
Sun, Feb 23, 2020 at 9:05 PM
Time In/Out
Accorto can track Check In/Out and optionally create T+E Items from it. There are two special implementations - Timecard - optional Check In in the mor...
Tue, Dec 11, 2018 at 2:52 PM
Enter Time for Others
Accorto provides several ways to capture time (or expenses) for others.  The "other" could be another Salesforce User (including community) or a p...
Wed, Dec 19, 2018 at 8:14 AM
Open Timesheets
Users can check their progress entering time in the "My Open Timesheets" Lightning component. Just add the component e.g. to the Home Page. It...
Tue, Oct 8, 2019 at 8:17 PM
T+E Item Mass Update
You can update multiple Time+Expense Items in one go, e.g. set Project and Line. On the T+E List views, there should be an option "Mass Update"...
Thu, Nov 21, 2019 at 11:03 PM
Timesheet Demo
In this video, we go over the main features of the Accorto Timesheet in Salesforce.  This applies to the Salesforce Professional edition.  The version for ...
Thu, Oct 29, 2020 at 12:38 PM
Mass Import T+E Items
Mass Import allows the processing of high volume Time+Expense information. Smaller import files can be imported also via the Import links in the Welcome Tab...
Thu, Jan 7, 2021 at 5:08 PM
Time
Overview Video Select the Week When you open the Time tab,  the timesheet defaults to the current week. With the date [<] buttons [>], you can ...
Thu, Oct 29, 2020 at 6:43 PM
Project Line Status
When entering time referencing Project Lines, you can get status information showing planned hours with the total actual hours. You can enable/disable t...
Fri, May 14, 2021 at 10:00 AM