Time preferences—Sage Intelligent Time

In time preferences, users can set their notification preferences and the hours that they work. If you have the Staff timesheets permissions, you can also configure Advanced preferences.

Changes you make are saved automatically.

Subscription

A subscription to at least one of the following Sage Intacct applications is required:

  • Time and Expenses

  • Project Costing (includes Time application)

  • Project Costing and Billing

  • Grant Costing and Billing

  • Sage Intacct Construction
Regional availability

  • Australia

  • Canada
  • South Africa
  • United Kingdom

  • United States
User type

Business

Employee

Project Manager
Permissions

Time

  • Time preferences: View

For the Advanced preferences tab:

  • Staff timesheets: List, View, Edit

Go to Time > Setup > Time options > Time preferences.

Time gathering

Time gathering allows you to manage the hours of activity that Sage Intelligent Time tracks. It also lets you determine the increment of time you want tracked, your preferences for weekend tracking, and other custom settings related to time tracking.

Time gathering field descriptions
Field Description

Time zone

Your timezone populates from your browser settings automatically.

Time increment step

 

The Time Increment Step is the unit of time that you would like your activity to be tracked by. A smaller increment of time will capture a more granular level of activity. A larger increment of time will deliver a more general accounting of your activities.

You can select any increment of time that helps you more accurately track your activity throughout the day.

The most commonly used time increment is 15 minutes. In general, use a time increment that makes sense for you and your company needs.

Default show weekend

 

Use this switch to show or hide weekends on your timesheets.

If Default show weekend is ON, Saturday and Sunday appear on your timesheets, and you can log time on these days.

If Default show weekend is OFF, Saturday and Sunday do not appear on your timesheets, and you cannot log time on these days.

Display Intacct ID

 

Use this switch to display Intacct IDs with the names of Customers, Projects, Tasks, and Items.

Set this to OFF if you do not need to see the Intacct IDs for these names.

Assign activity card as

 

  • Merged with existing row: When assigning an activity card, the card is assigned to an existing timesheet row, if one exists, by default.

  • A new row: When assigning an activity card, the card is assigned to a new timesheet row by default.

Gather activities from

 

Use the slider to set the hours in which your activity is tracked. 

For example, if you regularly work from 9 AM to 5 PM, drag the left side of the slider to 9 AM and the right side of the slider to 5 PM. SIT does not track any activities that you perform outside these hours.

SIT does not track any activity that you perform outside of the hours defined here. However, you can enter this activity manually in SIT if you want to include it on your timesheet.

Leave policies

Set up leave policies to manage employee time off. These policies help ensure consistency and meet legal requirements.

For more information, go to Leave policies—Sage Intelligent Time.

Leave approvals

Review manager relationships to ensure leave approvals work correctly.

Ensure a manager and an approver are assigned to each employee. For more information, go to Edit employee information and Set up approvals for timesheets.
Leave approvals field descriptions
Field Description

Employee

The employee requiring leave approval.

Manager

The employee's manager.

Approver

The user that approves or declines the leave.

Status

The status of the leave approval.

Overtime

Create and assign overtime rules to employees for payroll and project billing. When an employee clocks in and out of a shift, Sage Intelligent Time records their total work hours and calculates any applicable overtime.

For more information, go to Overtime—Sage Intelligent Time.

Notifications

Notifications allow you to manage how you receive notifications for SIT.

Notifications field descriptions
Field Description

Turn on notifications

Use this switch to turn on or off your notifications.

Notify me via: Email and Web notification

When notifications are turned on, you can be notified by email or web.

Web notification is not supported in the embedded version of Sage Intelligent Time.

Notify me when: Timesheet submission succeeded

Choose whether you want to be notified when a timesheet submission was successful.

Timesheet reminders

Timesheet reminders field descriptions
Field Description

When I haven't entered any time by __ on the selected days

SIT can send you reminders if you have not updated your timesheet by a certain time on a selected day.

Select the toggle to turn on the reminder, and then select the time and days.

The time dropdown uses the 24-hour format. For example, 04:00 is 4 AM; 13:30 is 1:30 PM.

When I haven't submitted a timesheet __ days after the end of the timesheet period

SIT can send you reminders if you have not submitted a timesheet by a certain day after the end of the timesheet period.

Select the toggle to turn on the reminder, and then select the numbers of days.

When I haven't created a timesheet __ days after the start of the timesheet period

SIT can send you reminders if you have not created a new timesheet by a certain day after the end of the timesheet period.

Select the toggle to turn on the reminder, and then select the number of days.

Time sources

Time sources field descriptions
Field Description

When the Time Assistant isn't connected properly

Receive a notification when SIT detects a problem with the connection to the Time Assistant.

When a calendar account isn't connected properly

Receive a notification when SIT detects a problem with the connection to a calendar.

When an email account isn't connected properly

Receive a notification when SIT detects a problem with the connection to an email account.

Time tracking

Drag and drop to rearrange the order of dimensions for timesheets and entry details. You can preview the order of dimensions.

For more information, go to Field descriptions: Edit timesheets—Sage Intelligent Time.

  • Location

  • Department

  • Task

  • Project

  • Time type

  • Allocation

  • Cost type

  • Employee position

  • Labor class

  • Labor shift

  • Labor union

  • Billable

  • Description

  • Notes

  • Supplier

  • Class

After you rearrange the order of dimensions, select Save.

Time settings

Use Time settings to manage how timesheets are displayed to users, the approvers of timesheets, and accounts for timesheets to the General Ledger.

These fields are read only. An admin can update these settings on the Configure Time page. For more information, go to Configure Time.

Timesheet settings, rules, and table display

Timesheet settings
Field Description

Track time by

Determines the data that you want to capture when you track time.

For example, Project and task are selected. All line items on a timesheet must be coded with the project and task to which it applies.

Select one of the following options:

  • Customer and item

  • Project and item

  • Project and task

  • Customer, project, and task

If you subscribe to the Projects application, you can select an option to track time by project and task. This allows you to run project financial reports on demand and, when combined with labor cost posting, calculate costs as a measure or project progress.

Timesheet duration
Select the duration of each timesheet, which controls the number of timesheets that must be submitted per month.
  • Daily: Timesheets consist of one day and must be submitted daily.
  • Weekly: Timesheets consist of 7 days and must be submitted each week.
  • Every two weeks: Timesheets consist of 14 days and must be submitted after every two weeks.
  • Twice per month: Semi-monthly timesheets (2 durations per month). The first duration is always 15 days, and the second duration is variable. For example, if the month is February, the second duration is from the 16th to the 28th, unless it's a leap year. If it's a leap year, the second duration is from the 16th to the 29th. Timesheets must be submitted on the last day of each duration.

Timesheet units

Select the unit or unit combination: minutes, hours, or days that you want to use for timesheets.

After timesheets have been submitted for your company, you cannot change this setting.

Number of workday hours

Enter the length of time of your workday, for example, 8 hours.

After timesheets have been submitted for your company, you cannot change this setting.

Item retrieval

Select to retrieve items from a cost type.

Only Staff Timesheet users can submit a timesheet (for users without Projects only)

Select to enable a simple timesheet review and approval process without a Projects subscription.

Employees using My timesheets must save their timesheets as a draft. Then, have a Staff Timesheet user go to Staff timesheets, search for draft timesheets, review, and submit them.

To set an approval workflow for timesheets, you must subscribe to Time and Expenses.

Timesheet rules
Field Description

Notes

Require that employees include descriptive work notes with their time entries. Notes are included on customer invoices and used as reference within your own company.

Select to require notes:

  • For all line items: Require notes for all timesheet entries, both billable and non-billable.
  • Only for billable items: Require notes only for billable timesheet entries. Non-billable timesheet entries will not require notes.

Show description first

Selected by default.

Displays the description before the notes in the Entry detail window on the My timesheets and Staff timesheets pages. In the Time entries section, you can select an entry to access this window.

Descriptions are not included AR sales invoices but are used for reference within your company.

Show notes first

This allows for easier data entry.

Select to have notes before the description in the Entry detail window on the My timesheets and Staff timesheets pages. In the Time entries section, you can select an entry to access this window.

Notes are included on the AR sales invoice.

Automatically default notes to

Automatically prefill the timesheet Notes field to one of the following:

  • Task description: Automatically prefill all timesheet notes fields with the description for this task, which can help you identify line items in an AR sales invoice.
  • Task WBS code: Automatically prefill all timesheet notes fields to the work breakdown structure (WBS) code for this task.
  • Do not default notes: Selected by default. Leave all timesheet notes blank.
All timesheet notes are included on OE sales invoices in the Timesheet notes field.

Disable holiday entries

Select if you want to reject time submitted for work on company holidays.
Only allow entries between the start and end date of: Project and Employee

Select to reject any timesheets that are entered for dates outside of the related project dates or outside of the employee's employment dates.

  • Project: Rejects anytime submitted before a project officially begins or after it has officially ended.
  • Employee: Rejects anytime submitted before an employee has officially joined your company, or after leaving the company.

Only allow entries: Equal to or after the start date of the task resource and Before or equal to the end date of the task resource assignment
  • Equal to or after the start date of the task resource: Prevent an employee from entering time for a task before their assigned task start date. If no start date exists for the task resource, time entry is allowed.
  • Before or equal to the end date of the task resource assignment: Prevent an employee from charging time to a task after their assigned task end date. If no end date exists for the task resource, time entry is allowed.
Enable duplicates: My timesheets and Lines in a timesheet

Permit entry of duplicate timesheets or duplicate lines in the same timesheet. By default, duplicate timesheets or lines in the same timesheet are not accepted.

  • My timesheets: Select to allow an employee to enter 2 or more timesheets for the same time period. Normally, employees can enter only one timesheet for a time period.

    For example, if your timesheet duration is weekly, employees cannot enter 2 timesheets for the same week. Most commonly, this option is enabled so that employees can enter their own timesheet corrections.

  • Lines in a timesheet: Select to allow an employee to enter 2 or more duplicate lines in the same timesheet. A duplicate line is any timesheet entry that has the same project, task, time type, and other details. If employees sometimes call out a particular portion of time with a different description or note, allowing duplicate lines is useful.

Even if you do not allow employees to enter duplicate timesheets, you can still create duplicate staff timesheets.

If timesheet dates fall within a closed period

Select one of the following options:

  • Automatically post to the next open period

  • Warn before posting to the next open period

  • Do not allow entry

  • Allow entry of timesheet dates to a closed period for statistical posting only

Number of hours

Enter the Minimum and Maximum number of hours for the following:

  • Required to submit timesheet

  • Required per weekday

  • Required per weekend day

User restrictions

Select a default for who can enter time and expenses and view project data.

Displays the following options:

  • Any user

  • Only users assigned to the project

  • Only users assigned to the project and task

Validate only when timesheet or expense is saved

Select to validate only when a timesheet or expense is saved.

Timesheet table display
Field Description

Show departments and locations

Select to display departments and locations in projects for timesheet line items.

Show time type

Select to display time types in timesheet entries.

Use labor class, Use labor shift, Use labor union, and Use employee position
This option only appears for Construction subscriptions.

Select whether to display and require user-defined timesheet entries on employee timesheets and project contract rate tables.
Timesheet submission
Field Description

If timesheet dates fall within a closed period

When a user submits a timesheet with dates occurring during a closed period:

  • Automatically post to the next open period: The timesheet dates remain the same, and the timesheet automatically posts to the next open period.
  • Warn before posting to the next open period: A warning message appears. The user can correct the dates or submit the timesheet as is. The timesheet posts to the next open period.
  • Do not allow entry: An error message appears. The user cannot submit the timesheet until they change the dates to occur during an open period.
  • Allow entry of timesheet dates to a closed period for statistical (hours) posting only: Only for companies not configured for labor cost posting. Allow statistical hours to post to closed periods for greater accounting accuracy.

Number of hours: Required to submit timesheet, Required per weekday, and Required per weekend day
Specify the minimum and maximum number of hours required for approval, per weekday, or weekend day.
  • Required to submit a timesheet: The total hours for submitting the timesheet must meet the specified maximum and minimum requirements.
    You can submit a blank day (meaning without entered hours) even if a minimum number of hours is required.
  • Required per weekday: Each weekday on the timesheet must meet the specified number of hours.
  • Required per weekend day: Each weekend day on the timesheet must meet the specified number of hours.
Timesheets that do not meet the specified requirements are rejected. For example, if you specify that 60 hours is the maximum number of hours required for approval, timesheets that exceed 60 hours are rejected.

Select a default for who can enter time and expenses: Any user, Only users assigned to the project, Only users assigned to the task, and Validate only when time or expense is saved

Select whether to restrict users from entering time or expenses if they are not assigned to the related project or task.

By default, the Project and Task dropdown menus on timesheets and expense reports automatically filter for user restrictions. If you select Only users assigned to the project, the Project dropdown menu displays only those projects that the user is assigned to.

Have a large number of projects and tasks? Improve performance by waiting until the timesheet or expense report is saved to check for user restrictions. This is true even if user restrictions are set to "Any user." If you select Validate only when the timesheet is saved, all projects and tasks appear as choices when the user is entering time or expenses. When the user saves the timesheet or expense report, their user restrictions are checked to determine submission eligibility.

Timesheets approval settings

Establish an approval process for timesheet entries.

With timesheet approvals, specify who can approve or reject submitted timesheets. Establish up to 5 levels of approvals, which can include approvals by project managers, department managers, employee managers, administrators, and specific users.

For more information, go to Set up approvals for timesheets.

Timesheets approval settings
Field Description

Enable approval

Turns on timesheet approvals.

Email notification

Sends email notifications to timesheet approvers automatically whenever a timesheet has been submitted and is ready for their review.

Limit approval

Ensures that approvers can view only those line items they are permitted to approve.

For example, if an approval is routed to a project manager, only the line items related to the manager's projects are visible.

If you leave this checkbox cleared, timesheet approvers can view all timesheet entries, including entries for which they are part of the workflow and entries for which they are not.

Hide billable hours columns on Approve timesheets list

The billable and non-billable quantity columns on the Approve timesheets list include the timesheet total billable and non-billable hours. This total includes hours for projects that the approver might not be responsible for and, therefore, will not see when they drill down.

To avoid confusion, hide these columns on the Approve timesheets list.

Approvers setting
Field Description

Unrestricted

Unrestricted users can reject or approve any submitted timesheet.

Avoid selecting a user outside of the normal approval levels (1-5), because an unrestricted user's approval overrides all other approval levels.

Unrestricted approval is available only for admin users.

First, Second, Third, Fourth, and Fifth

You can establish up to 5 levels of approvals. For example, timesheets can first be approved by an employee's manager, then approved by the project manager.

  • Department Approval: Requires approval by the employee's department manager.
  • Project Manager Approval: Line items require approval by the manager of the associated project. In this case, the project manager approves only line items for their projects.
  • Employee Manager Approval: Requires approval by the employee's manager, which follows a hierarchy where the employee's manager can approve timesheets.
  • External User (customer) Approval: Line items require approval by the user selected in the "External user (customer)" field on the associated project. In this case, external users approve only line items for their associated projects.
  • Admin: Requires approval by a user with administrator privileges.
  • Specific users: Select specific users who must approve timesheet entries.
Manage delegates
Field Description

Enable delegation

Turns on delegation for timesheet approvals.

For more information, go to Enable and assign delegates for timesheet approvals.

Manage

This button appears after you select the Enable delegation checkbox.

Assign users as delegates for approvers.

Timesheet GL posting

The options in this section enable you to post hours and labor costs in the General Ledger so that you can accurately report on project performance.

For example, you can create an employee utilization report to analyze employee efficiency.

For labor costs to post, ensure that an earning type, and a salary or hourly rate is associated with the employee record. For more information, go to Set up labor cost posting.
Cross-period splits
Field Description

Statistical and Labor

For posting of statistical hours and actual labor costs, specify whether to split timesheets that cross time periods.

For example, a timesheet begins on Monday, June 28 and ends on Friday, July 2. 

  • If you select No split, the entire week's timesheet is attributed to July.
  • If you select By calendar period, the hours for June 28, 29, and 30 post to the June journal entry. Hours for July 1 and 2 post to the July journal entry.
  • If you select By accounting period, this option is available only for companies that use non-standard accounting periods. If the timesheet crosses accounting periods, the hours split accordingly.

Enable earning type at time type and task level

Allows users the option to override the employee's earning type by task or by an entered time type.
Journals
Field Description

Statistical

Specify the statistical journal to post timesheet entries.

 You can configure Projects so that each entity can post timesheet entries to its own statistical journal.

Labor cost

Specify the journal that you want your labor costs (timesheet entries) to post.

GL summary frequency

Selecting Time period and employee can increase the number of journal entries.

Accounts
Field Description

Billable statistical and Non-billable statistical

Select the accounts to use for tracking billable and non-billable time.

The utilized and non-utilized accounts enable you to track time in highly specific units, such as time entered by individual consultants or employees.

Labor cost offset and Variance

Select the labor cost accounts to be used for tracking payroll liability and variance.

Security

Security allows you to manage your password and two-step verification.

Security field descriptions
Field Description

Password

Change your password for Sage Intelligent Time here.

To change your password:

  1. Select Change password.
  2. Enter your Current password.
  3. Enter a New password.
  4. Select Save changes.

Two-step verification

If your company requires two-step authentication to use Sage Intelligent Time, set the security code here.

To set up two-step authentication:

  1. Toggle the Two-Step Verification switch to On.
  2. Select Get started.
  3. Enter your current password for Sage Intelligent Time.
  4. Select your country code.
  5. Enter your 10-digit cell phone number and select Continue.

    A security code is sent to your cell phone by text.
  6. Enter the security code that you received by text and select Continue.
  7. Two-step verification has been enabled for your account. Select Done.

If you are a manager or admin for Sage Intelligent Time, there are options for managing users of SIT. For more information about these options, go to Manage users.

Advanced preferences

The Advanced preferences tab is displayed if you have the Staff timesheets permissions.

Advanced preferences field descriptions
Field Description

Sync data from Intacct

There are 2 ways that data syncs between Sage Intacct and Sage Intelligent Time. Some data syncs in real time using triggers. Other data syncs on a schedule every 15 minutes.

This section displays how much time has passed after the last sync for data that syncs every 15 minutes. Synchronization is automatic. However, you can select Start sync to start a sync immediately.

Select Receive an email alert when a sync is unsuccessful to turn on notifications. When a sync is unsuccessful, all users that have access to the Advanced preferences page receive an email with an error message for review. If the same error occurs multiple times in a day, you will receive only one email for that error.

Sync draft timesheets to the time repository

Draft timesheets do not appear on the Time Repository page in Intacct automatically. Select Start sync to synchronize all draft timesheets to the time repository.

Data retention for all employees

Sage Intelligent Time keeps data from connected time sources to help improve its capabilities and predict how activities are assigned. Reducing the data retention period for your company's users can impact the quality of these predictions and the accuracy and time it takes for your employees to complete their timesheets.

On the Time sources page, employees can choose to retain their data for an equal or shorter amount of time than the maximums set here.

  • Retain employee calendar data for: Select the maximum number of days that employees can retain calendar data.

  • Retain employee email data for: Select the maximum number of days that employees can retain email data.

  • Retain employee Time Assistant data for: Select the maximum number of days that employees can retain Time Assistant data.

Require two-step verification for all employees

Two-step verification adds an extra layer of protection to your account. When this setting is turned on, employees are required to enter both their password and a verification code whenever they log in to any Sage Intelligent Time application.

A verification code is sent to their mobile device through text message.

When you turn on this setting for the first time, employees are prompted to set up two-step verification the next time that they log in.

Download app

The Sage Intelligent Time and Expense mobile app allows you to enter time in timesheets, manage expense reports, and approve or decline timesheets and expense reports from your mobile device. Go to Download the Sage Intelligent Time and Expense mobile app for more information.

Work locations

You can set virtual boundaries around job sites or client locations and assign employees to a location. This gives you clear visibility into whether employees are inside the designated boundaries at the time of their shift.