Installation and Setup

Installation and initial setup

Document Type
The Document Type determines the document number and the document number format. The default Document Types are created in the Welcome tab > Accoun...
Sat, May 9, 2015 at 1:47 PM
Financial Organization
Financial Organizations allow to define defaults and preferences, mainly how Financial Accounts and Projects selections are displayed.  Name and Address...
Thu, Nov 8, 2018 at 8:36 PM
Copy Columns
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
Import
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
Template List Buttons
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
Grant Access
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
Descriptions
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...
Thu, May 10, 2018 at 10:55 PM
User Access
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...
Tue, May 29, 2018 at 12:27 PM
Resource Groups
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