Accorto Support

FAQ 0

Getting Started 0

Announcements 8

• Latest Enterprise Version Install/Upgrade Link
• Time+Expense Editions
• Time+Expense Professional
• Plans
• User Interface Updates

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Using Accorto Time 25

• Overview
• Timesheet
• Timer, New Time+Expense Components
• Capture Time
• Time Expense Item

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Using Accorto Expenses 5

• Expenses
• Time Expense Table
• Multi-Currency
• Import Expenses from Credit Card Statements
• Per Diem

Using Time Expense Reports 9

• Time+Expense Report
• Splitting Time+Expense Reports
• Reimbursement (Payment Selection)
• T&E Report Reminder
• T&E Reporting

View all 9

Installation and Setup 29

• Installation Prerequisite: Product Schedule
• Installing Accorto
• Setting up Accorto
• Accorto Settings
• Accorto Parameters

View all 29

Users and Resources 11

• Adding Users (and Resources)
• Resource Pricing
• Resource Price Update
• Create Holiday Time Items
• Resource Role Pricing

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Project 18

• Project Overview
• Project Line Allocation
• I cannot access the Project Line in Timesheet or Expense
• Advanced Project Tracking
• Project from Opportunity

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Billing (Invoices) 17

• Billing
• Invoice Details
• Invoice from Opportunity
• Invoice from Project
• Invoice from Time Expense Reports

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Payroll 7

• Payroll Setup
• Payroll Code
• Payroll Period
• Payroll Period Entry Limits
• Payroll Settings

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Time Off 7

• Time Off
• Managing PTO
• Time Off Requests
• Time Off View
• Time Off Accrual

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Reporting 4

• Utilization
• Time Expense Item Day
• Time Expense Item Details
• Resource Weekly

Mobile 1

• Connecting

Break+Meal 1

• Break and Meal Compliance Overview

Announcements 2

• Latest Checklist Version
• Checklist Functionality Compared

Checklist Use 12

• Why Checklist for Salesforce
• Use in Lightning
• Use in Classic
• Checklist Workflow (Editor)
• Open Tasks

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Checklist Setup 19

• Checklist License Benefits
• Prerequisites
• Lightning Setup
• Classic Setup
• Checklist Setup

View all 19

Shift Announcements 1

• Accorto Shift Latest Version

Implementation 2

• Accorto Shift Overview
• Accorto Shift Setup

Functionality 4

• Shift Calendar
• Shift Types
• Shift Resources
• Shifts

Use 2

• Track 4D Introduction
• Login