Time&Expense Project

by Accorto, Inc.SalesforcePaid

Manage time, expenses, project billing, reimbursements, and time off in Salesforce.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Time&Expense Project — screenshot from the Salesforce AppExchange listing

What it does

Accorto T+E Plus captures time and expense items through the web, email, spreadsheets, credit cards, and mobile apps. It combines items into reports, creates reimbursements, and tracks status through dashboards, reports, and alerts. The add-in tracks fixed-price and time-and-material project billing, including billed and unbilled effort. It also supports vacation and time-off tracking, payroll reporting, per diem rates, workflow, case support, advanced sharing data security, and multi-currency.

Key capabilities

from the Salesforce AppExchange listing

Time capture

Captures time through weekly timesheets, daily timecards, visits, mobile apps, Cases, Opportunities, and custom objects.

Expense capture

Creates expense items through the web, email attachments, mobile apps, spreadsheets, and selected lines from imported credit card statements.

Expense reporting

Combines time and expense items into reports using criteria such as customer account or project.

Reimbursements

Creates reimbursements.

Time off tracking

Tracks vacation and time off and supports payroll reporting.

Per diem support

Supports GSA meals and lodging rates and German Reisekostenpauschale.

Workflow and case support

Supports full workflow processing and cases.

Multi-currency support

Provides multi-currency support.

Use cases

  • Project management workflows can connect project tracking with Opportunities and monitor planned and actual deliverables, resource prices, and costs.
  • Billing workflows can create time-and-material or fixed-price invoices and integrate with payroll systems.

How it compares

Time&Expense Project combines time tracking, expense capture, project billing, reimbursements, and time-off tracking, while Simple Timesheet covers employee time tracking, PTO accrual, approvals, billable and non-billable hours, and workforce reporting. TripLog Mileage & Expense Tracker focuses on automatic mileage tracking and OCR receipt capture, while Time&Expense Project supports time entry, project-based expense reports, reimbursements, and project billing. Daily Expense Manager provides daily expense totals, historical data, and custom expense categories, while Time&Expense Project also captures time and supports project billing, reimbursements, and time-off tracking.

NamePricingDeploymentUpdated
Time&Expense Projectthis pluginPaidCloud
Simple TimesheetFreeCloud
TripLog Mileage & Expense TrackerFreemiumCloudNot published
Daily Expense ManagerFreeCloud

In the catalog

127 plugins in Salesforce Platform · Finance

Price distribution: 43 free, 14 freemium, 70 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Accorto, Inc.
Updated on marketplace
Facts verified