Accorto Support

Before installing Accorto Cloud, you need to enable the Product Schedule. If you begin the installation without enabling the Product Schedule, you may enco...

Here are the steps for installing Accorto in a Salesforce organization. The main points to keep in mind are: It is a time saver to set up all the (cust...

After you successfully installed Accorto Cloud T&E, you can set up your installation: Default Financial Organization Financial Accounts (for expense ...

Accorto Settings are used for various settings, mainly to determine the layout of the Timesheet and Expense entry. Go to Setup > Develop > Custom ...

Accorto Parameters are used for various settings.  Go to Setup > Develop > Custom Settings Click on Manage Accorto Parameters Click on New (...

Use the standard Salesforce Workflow Rule and Approval Process functionality for any of the Accorto objects. Here we describe some options for approval proc...

You can create T+E Items by sending the information via email. Attachments are added to the T+E Item created. See: Email Responder You can also send csv ...

Activity Types allow you to capture specific activities you want to report on. Examples are Travel Meeting Overtime Rework  Activity Types are often ...

Financial Accounts allow you to categorize expenses.  You can enter them manually or import them via csv file (see below). Financial Account Details ...

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...