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Time&Expense Project

Time and Expense tracking, Projects for billing and payroll reporting

Overview

Native Time & Expense solution supporting Multi-Currency Expense and PerDiem management and Billing, Project planning (SoW) tracking and billing, Customer Approvals, Vacation tracking, Payroll reporting, etc. - capture on the fly via Mobile.

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See How Time&Expense Project Works

  • Capture time and expenses efficiently - via Lightning, Classic, S1, Mobile - import from spreadsheet, credit card - Time capture granularity: Timesheets (weekly), Timecards (daily), Visit - Capture time from Cases, Opportunities, .. or any Custom Object.

  • Native Salesforce Solution - all data in Salesforce for easy reporting, analysis, and custom dashboards - extensive customization and extensions options - we tailor the apps to your workflow and information needs with minimum overhead.

  • Project Management integrated with Opportunities - track Plan and Actuals for deliverables, track Resource Prices and Costs - Gantt - Create Time+Material or fixed price Invoices - integrate with Payroll systems - Full Multi-Currency

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

Categories

Business Needs
Project Management
Agent Productivity
Time & Expense
Industries
Professional Services
Personas
Business Operations Manager
Business User
Consultant
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

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