Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Time&Expense Project

Time and Expense tracking, Projects for billing and payroll reporting

Starting at $8.33   USD/user/month

Discounts available for nonprofits

Try It
Industries
Professional Services
Business Need
Project Management
Agent Productivity
Time & Expense
Requires
None
Compatible With
Sales Cloud
Service Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
N/A (native force.com application) We use our external service (https://api.accorto.com) to perform processes which cannot be done in Apex (e.g. consolidating receipts into single PDF)

App Details

Version
Accorto Time+Expense Project/t_24-04-02 3.316.0
Listed On
09/09/2009
Latest Release
04/04/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 58
Custom Tabs: 55
Custom Apps: 2
Lightning Components
Global: 18
App Builder: 3
Community Builder: 0
Languages
English
French
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Accorto T+E Plus adds enterprise features to Accorto Cloud Time&Expense. In addition to the comprehensive timesheet and expense management functionality of "Accorto Cloud Time&Expense", the additional features are: full workflow support, advanced sharing data security, Case support as well as multi-currency support. Create Time&Expense Items - via web, email (incl. attachments) - from case, event, activity - quick entry for mobile, multi-line and project timesheet - import credit card statements and create T&E Items for selected lines. Capture and modify time+expense items via Mobile apps. Corporate credit cards supported. PerDiem support for GSA Meals and Lodging Rates; German Reisekostenpauschale Combine T&E Items to Reports via criteria like customer account, project; Create reimbursements. Track your status via dashboards, reports, and alerts. Project billing (fixed price or time and material) tracking of (not) billed effort. Vacation and time off tracking as well as payroll reporting. Pick a good time for a detailed demo: https://accorto.pick4d.app

Need help?

Accorto, Inc.

Portland, OR, USA

The subscription includes unlimited support via email (support@accorto.com), calls (https://accorto.pick4d.app), and case management (https://support.accorto.com). 24x7 support with Service Level Agreements are available.

Support Phone+1 (650) 227-3271