Users and Resources
Defining and setting up 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
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
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