Class UIDemoS
Demos using the Salesforce Classic UI
Timesheet
Enter time in weekly Timesheet
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After you logged into Salesforce – go to the Timesheet tab
by default you see the current view, change date for different week
select a project – Accorto provides multiple ways selecting projects easier and faster – one option is that you see only the projects you are assigned to – or view all. Different users in your organizations can be assigned to the different project selection modes
categorize your time with activity types – if you don’t use it you could just hide it
you could also add your custom fields
enter time in decimal hours: 1.5 for 90 minutes
save – enter an many lines, additional 10 lines after you save or click on New
Capture Time from Case
In addition to entering the time in the timesheet, you can capture time directly from any Salesforce object you spend time in. Let’s use cases as an example:
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go to the Salesforce Cases tab
pick a case
click Capture Time button
enter time spent
you will see only the projects for the account, you can customize Cases also that the project is automatically selected
enter description, optionally publish it in the case
in the history check how much time you or someone else spent time earlier
Enter Time on Mobile
If you are on the go, you can capture time also from any mobile device or browser.
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in the Welcome Tab, click on Mobile or go directly to https://m.accorto.com
login with your Salesforce credentials
enter time more convenient here, e.g enter 90 for 90 minutes or 1:30 or 1.5
save
You can also - start a timer - Check-In and Check-Out later - View your timesheet
Submit your Timesheet
After entering your time, submit it for approval and processing.
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Check your total hours so far in the table footer
You could also enter per diems right here with the time if you use per diems in our org
when you are ready, submit your timesheet for approval and processing
Your organization can send email reminders if you have not submitted your time in the timeframe expected.
You can also enter multiple timesheets per week, view what you entered for the selected week in the header of the table or in your T+E Reports.
