About timesheets—Sage Intelligent Time

Tracking time through timesheets helps you and your team know whether you're making progress on important tasks. Sage Intelligent Time (SIT) provides timesheets with smart activity cards that help you track your work more accurately across calendars, emails, and computer applications.

Before you begin

Before entering time, connect time sources to SIT. This allows you to take advantage of the machine learning and AI algorithms SIT offers, which help you enter information in your timesheet.

Sorting and filtering timesheet lists

You can sort and filter the My timesheets and Staff timesheets lists to quickly find the timesheets you need. By default, the timesheet lists are sorted from newest to oldest by End date.

  • To filter, enter a value in the text box at the top of a column. The list returns all rows that contain that value.

  • To sort, select a column header to sort the column by ascending or descending order.

Time entries

The Time entries page displays information about the timesheet at the top of the page, and the timesheet rows containing time entries.

There are several different ways to enter time in SIT:

  • Manually enter information in each row of the timesheet.
  • Use activity cards to assign time to rows on your timesheet and assign dimension values to the activity.
  • Split activity cards apart when grouped activities do not relate to each other and then assign dimension values to the activity.

Sorting the time entries list

When viewing a timesheet, you can sort the columns in the Time entries list. Select a column header to sort the column by ascending or descending order. After you edit or add a row, the sort order is not retained. You can reapply the sort by selecting the column header again. By default, the rows are sorted from most recently added to oldest.

Activity cards

The Activities panel shows you activity that SIT gathered from your connected time sources, such as emails, calendars, and any computer activity logged by the Sage Time Assistant.

Activity cards are the individual activities that SIT creates based on information it gathers from your connected time sources.

SIT attempts to associate your activities with dimension information. For example, if you’re working on Project Lion and SIT gathered the following activities:

  • A meeting called Project Lion sync up
  • Several emails with Project Lion in the subject
  • Time spent working on an excel spreadsheet called Project Lion logistics

SIT will suggest logging all of these activities to Project Lion for ease and accuracy of time recording.

SIT will also attempt to group your activities by similar applications, or similar time periods.

The more you use SIT, the better it anticipates which activities go together. As you assign and reassign activity cards, the algorithm learns how you work and which activities you associate with each other. However, you always have complete control over how you assign activities.

See Tips and tricks for other ways to work with activity cards.

Entering time in Intacct

If necessary, you can enter time in your timesheets in Intacct. The information you add to Intacct will sync back to SIT. When you resume entering time in SIT, your timesheet will reflect entries made in Intacct.

You can find activities you logged in Intacct are duplicated in the SIT activity cards. Duplicated activity cards can be deleted in SIT.

Reviewing timesheets

You can review timesheets that need to be processed, or timesheets that have already been approved or declined with the different tabs on the Timesheets Approvals page.

To view timesheets to be processed, select the To do tab. Timesheets on this tab have not been approved or declined.

To view timesheets that have been processed, select the Done tab. Timesheets on this tab have been approved, partially approved, or declined.