Accorto Support

To use Accorto Time and Expense, a Salesforce License and a Resource record is needed. Onboarding new users for Accorto Time+Exoense involves create S...

For a resource, you can define one or more (hourly) customer Billing Rate with a starting date. You can specify a special rate for specific combinations of ...

Resource Prices are used in Time Items to calculate the Billing/Cost Rate and Billing/Cost Amount and with that the Project Revenue and Costs. If you up...

You can set up Accorto to track statutory Holidays.  Users then would enter holiday time in the Timesheet.  You can pre-populate these entries. Holiday ...

You can define Prices (Billing Rate, Cost Rate) for Resources.  Here you define the prices for each resource with optional overwrite per Account, Project, e...

Rate Management allows you to view, check, and create resource rates/prices. Resource Prices can be defined for an individual resource (details) or for res...

The resource plan allows you to see all scheduled tasks for resources. Resource Plan Query Select any Start Day and the number of days ...

The Resource Costs (per hour) can be maintained on Resource level and/or Resource Price level. The Resource Cost Mgt options are price - only use Reso...

As soon as a user is deactivated in Salesforce, changes to records owned by the users are prevented. You generally want to deactivate a user once all th...