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.
| Subscription |
A subscription to at least one of the following Sage Intacct applications is required:
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|---|---|
| Regional availability |
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| User type |
Business Employee Project Manager |
| Permissions |
Time
For the Advanced preferences tab:
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Go to Time > Setup > Time 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.
| 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 |
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| 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.
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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.
| Field | Description |
|---|---|
| Turn on notifications |
Use this switch to turn on or off your notifications. |
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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
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Notify me when: Timesheet submission succeeded |
Choose whether you want to be notified when a timesheet submission was successful. |
Timesheet reminders
| 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.
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| 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
| 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.
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Location
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Department
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Task
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Project
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Time type
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Allocation
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Cost type
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Employee position
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Labor class
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Labor shift
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Labor union
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Billable
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Description
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Notes
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Vendor
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Class
After you rearrange the order of dimensions, select Save.
Security
Security allows you to manage your password and two-step verification.
| Field | Description |
|---|---|
| Password |
Change your password for SIT here. To change your password:
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| 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:
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If you’re a manager or admin for Sage Intelligent Time, you’ll see options for managing users of SIT. For more information about these options, see Manage users.
Advanced preferences
If you have the Staff timesheets permission, you'll see the Advanced preferences tab.
| Field | Description |
|---|---|
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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. |
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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.
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| 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.