Accorto Support

The Financial Account is populated from the Expense Item. For Services, you can populate the Financial Account from Project Lines. The Financial Acc...

For Time+Material Projects, you can manage Purchase Order Amounts and Not-To-Exceed amounts. Purchase Order Amounts are maintained on project level. The...

Create (multiple) invoices from approved Time+Expense Items.  See also Billing. Query In the Tab Pre-Billing, optionally enter query criteria and click...

You can view invoice information for print (pdf) and review based on selection or search criteria Tab Invoice List view (any view other than Recent Record...

Customers can review and optionally approve Invoices via Salesforce Community. This can also used as Bill Presentment. In the Invoice, select one of th...

Time items can contain hours for up to a week.  When you create an invoice for a month, there might be time, which falls into two months. You can set up the...

You can acquire and manage Sales Tax information with Avalara.  After creating an invoice, select the Tax record action. The general steps are Prepare...