Users and Resources

Defining and setting up Resources

Adding Users (and Resources)
To use Accorto Time and Expense, a Salesforce License and a Resource record is needed. Salesforce User You can use any (paid) Salesforce Lic...
Thu, May 7, 2015 at 10:15 AM
Resource Pricing
For a resource, you can define one or more (hourly) customer Billing Rate with a starting date. You can specify a special rates for specific combinations of...
Thu, Apr 7, 2016 at 6:40 PM
Resource Plan
The resource plan allows you to see all scheduled tasks for resources. Resource Plan Query Select any Start Day and the number of days ...
Thu, Aug 6, 2015 at 10:42 PM