Time preferences—Sage Intelligent Time

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

Changes you make are saved automatically.

Go to TimeSetupTime preferences.

Time gathering

Time gathering lets you 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 automatically populates from your browser settings.

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, you’ll see Saturday and Sunday on your timesheets, and can log time on these days.

If Default show weekend is OFF, you will not see Saturday and Sunday on your timesheets, and will not be able to 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 you perform outside these hours.

Any activity you perform outside of the hours defined here will not be tracked by SIT. However, you can enter this activity manually in SIT if you want to include it on your timesheet.

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.

Notifications

Notifications allow you to manage how you receive notifications from 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 notification.

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.

After you rearrange the order of dimensions, select Save.

Security

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

Security field descriptions
Field Description
Password

Change your password for SIT 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 from the dropdown list.
  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.

Advanced preferences

If you have the Staff timesheets permission, you'll see the Advanced preferences tab.

Advanced preferences field descriptions
Field Description

Sync data from Intacct

There are two ways 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'll 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 employees can retain calendar data.

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

  • Retain employee Time Assistant data for: Select the maximum number of days 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 sent to their mobile device via text message whenever they log in to any Sage Intelligent Time application.

When you turn on this setting for the first time, employees are prompted to set up two-step verification the next time 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 phone. Go to Download the Sage Intelligent Time and Expense mobile app for more information.