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Time & Expense (Professional)

Timesheet - Expenses - Projects

Overview

Professional Edition Designed for users across industries, this intuitive SaaS solution - provides comprehensive Time recording and reporting - automates the management of Expenses - facilitates intelligent accounting practices

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See How Time & Expense (Professional) Works

  • Capture time and expenses efficiently - web, email, mobile, spreadsheet, credit card

  • Communicate time & expenses to customers and optionally get customer approval

  • Corporate Expense Policies, business process and extensive reporting

Support of - Multi-Org - Multi-Tax (Sales, Canadian, VAT) - Flexible Chart of Accounts - Expense rules (ceilings, documentation requirements) - Resources (ultimately allowing different charge rates) - Projects (internal and customer) Create Time&Expense Items - via web, email (incl. attachments) - from event, activity - quick entry for mobile, multi-line and project timesheet - import credit card statements and create T&E Items for selected lines Combine T&E Items to Reports via criteria like customer account, project; Create reimbursements. Track your status via dashboards, reports. For Professional Edition only - please check Accorto Cloud Plus for complete functionality.

Categories

Business Needs
Time & Expense
Industries
Professional Services
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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