Installation and Setup
Installation and initial setup
The Document Type determines the document number and the document number format. The default Document Types are created in the Welcome tab > Accounta...
Thu, Mar 5, 2020 at 10:26 AM
Financial Organizations allow to define defaults and preferences, mainly how Financial Accounts and Projects selections are displayed. You can explicit...
Mon, Aug 26, 2019 at 6:21 PM
In many areas, Accorto can copy additional columns. There are two options: Copy Columns with the same name Copy Columns Explicitly Copy Columns wit...
Sun, Feb 10, 2019 at 10:40 AM
Accorto makes importing data easy - see also Import T+E Items You can import data (e.g. T+E Items, ...) via DataLoader Accorto Import (csv) Se...
Fri, Jun 8, 2018 at 10:02 AM
Salesforce identified Javascript Buttons as a security risk. We converted all Javascript buttons, but there is no replacement for List buttons at this poin...
Fri, Mar 31, 2017 at 10:42 AM
Often, it is helpful for us to replicate an issue based on the specific configuration and security settings for an organization and user. For this, Salesfo...
Wed, May 9, 2018 at 11:47 AM
Time&Expense Items by default have a Description up to 255 characters. Optionally, a long Description can be up to 131000 characters. For time entrie...
Wed, Aug 21, 2019 at 10:07 PM
There are several ways, you can give access to the Accorto TIme+Expense application to users: In general, it is suggested to create custom profiles to mana...
Mon, Oct 21, 2019 at 10:37 PM
Resource Groups help to organize resources, e.g. for Reminders, Daily Time, etc.. A resource can only be assigned to a single resource group. The reso...
Mon, Jul 9, 2018 at 9:21 AM
By default, the weekend days are Saturday and Sunday. These are basically the planned non-working days. You can define your own non-working days as fol...
Wed, Aug 21, 2019 at 11:13 PM