Accorto Support

If you have a multi-currency organization, we use the dated conversion rates in Salesforce (or the corporate rate if not found). In a dual currency...

Accorto uses the Salesforce Platform cache to improve performance. By default, Accorto uses the Provider Free cache - 2MB for Org Cache - 1MB for Session C...

Accorto uses the (free) platform cache to improve performance and throughput. You can check on the use of the cache via Setup > Platform Cache -- name...

Accorto supports Sales Tax and integrates with Avalara to calculate the Sales Tax for your Invoices. In this section, we describe  how to Connect to A...

Accorto can maintain Tax Locations for "Ship From" (service location) and "Ship To" (billing address).  We use Avalara to validate Tax L...

To manage the Sales Tax setup, click on Tax action in the Account (Customer) record. This step is optional but required if you want to manage customer tax ...

The Accorto pricing engine is very powerful and can be extended (or replaced) by custom logic. Examples are volume- or value-based pricing or custom price ...

You can create invoices for contractors based on the costs.  The equivalent on the Account Receivables side is Pre-Billing. Use Open the tab Invoice C...

You can access the detailed Data Model in > Setup > Object Manager > Schema Builder. Here is a high-level overview of the data model: The TE It...