Enhanced interface

Set default values to appear on timesheets—Sage Intelligent Time

Admins can set default values on employee records so that those values appear on timesheets automatically. Set default values for each employee to ensure consistent and accurate data entry and reporting.

When an employee creates a timesheet, default values populate automatically based on their employee record. If a project is selected, the timesheet will instead use the project's default values, which override the employee defaults.

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 United States United Kingdom South Africa
User type	Business
Permissions	Time or Expenses Employees: List, View, Edit

Go to Time or Expenses > All > Employees.
Find the employee record that you want to edit.
Select More actions > Edit at the end of the row.
Select dimensions to populate on the employee timesheet.
You can select the following dimensions
- Customer
- Supplier
- Item
- Time allocation
- Expense distribution
- Department
- Location
- Class
Select Save.

Go to Time or Expenses > All > Employees.
Find the employee and select Edit.
Select dimensions to populate on the employee timesheet.
You can select the following dimensions
- Customer
- Supplier
- Item
- Time allocation
- Expense distribution
- Department
- Location
- Class
Select Save.