Installation and Setup

Installation and initial setup

Installation Prerequisite: Product Schedule
Before installing Accorto Cloud, you need to enable the Product Schedule. If you begin the installation without enabling the Product Schedule, you may enco...
Thu, Aug 27, 2015 at 10:19 AM
Installing Accorto
Here are the steps for installing Accorto in a Salesforce organization. The main points to keep in mind are: Before the installation, it is...
Fri, Oct 7, 2016 at 9:05 PM
Setting up Accorto
After you successfully installed Accorto Cloud T&E, you can set up your installation: Default Financial Organization Financial Accounts (for...
Wed, May 6, 2015 at 11:02 PM
Accorto Settings
Accorto Settings are used for various settings, mainly to determine the layout of the Timesheet and Expense entry. Go to Setup > Develop > Custom ...
Tue, Feb 27, 2018 at 4:10 PM
Accorto Parameters
Accorto Parameters are used for various settings.  Go to Setup > Develop > Custom Settings Click on Manage Accorto Parameters Click on New (...
Tue, Feb 27, 2018 at 4:11 PM
Time+Expense Approval Process
Use the standard Salesforce Workflow Rule and Approval Process functionality for any of the Accorto objects. Here we describe some options for approval proc...
Thu, Jul 12, 2018 at 9:08 PM
Email Time+Expense
You can create T+E Items by sending the information via email. Attachments are added to the T+E Item created. You can also send csv import files as atta...
Tue, Aug 16, 2016 at 4:15 PM
Activity Type
Activity Types allow you to capture specific activities you want to report on. Examples are Travel Meeting Overtime Rework  Activity Types are often ...
Fri, Nov 9, 2018 at 10:39 AM
Financial Account
Financial Accounts allow you to categorize expenses.  You can enter them manually or import them via csv file (see below). Financial Account Details ...
Thu, Nov 1, 2018 at 8:46 PM
Tax
Accorto supports Sales (Use) Tax and Value Added Tax (VAT), GST and PST for Canada. For Expenses, you can capture the paid taxes, e.g. for reimbursement - f...
Sat, May 9, 2015 at 1:43 PM