Turn on Sage Intelligent Time

You can turn on Intelligent time in the Time configuration.

Sage Intelligent Time (SIT) is a virtual Time Assistant powered by artificial intelligence (AI), which adds automation to time entry. It intelligently gathers activities through connected time sources such as an employee's email or calendar. Then, it suggests the activities for inclusion in timesheets with the associated customer, project, or task information. Turning on Intelligent Time also allows employees to enter and approve time in a mobile app.

After turning on Intelligent time, the following pages in Time are upgraded to use Intelligent time:

  • Approve timesheets

  • My timesheets

  • Staff timesheets

Additionally, the following new pages are available:

  • My time clocks

  • Staff time clocks

  • Repository

  • Time sources

  • Setup > Time preferences

If you have timesheets that were created prior to turning on Intelligent time, you can view them in the Repository.

Intelligent time can be turned off at any time.

Previous step: Configure Intacct settings for Sage Intelligent Time

Turn on Sage Intelligent Time

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 user with admin privileges
Permissions

Administration

  • Application subscriptions: List, View, Configure
  1. Go to Time > Setup > Configuration.
  2. In the Intelligent time section, select Enable intelligent time.
  3. Select Save.

  4. Select Save again to confirm.

    The page enters a loading state while Sage Intelligent Time is being set up. Expect the setup process to take 15 to 30 minutes to finish.

  5. To view setup status:

    1. Go to Time > Setup > Configuration.

    2. In the Intelligent time section, view the percent of setup completed.

    During setup, Intacct performs the following steps:

    • Adds the sender ID SageIntelligentTime to the allowlist.

    • Installs triggers in Platform Services.

      Your company's administrative contact will receive an email when this step is complete.

      Platform triggers automate tasks. SIT uses them to sync certain objects from Sage Intacct to SIT. That way, changes you make in Intacct such as creating a new project are synced to SIT in real time.

      List of objects and how they sync
      Intacct object SIT object Synced in real time using triggers Synced periodically on a schedule
      CLASS classes ✔  
      CONTRACT contracts ✔  
      COSTTYPE cost_types ✔  
      CUSTOMER clients ✔  
      DEPARTMENT departments ✔  
      EMPLOYEE users   ✔
      EMPLOYEEPOSITION employee_positions ✔  
      ITEM items ✔  
      LABORCLASS labor_classes ✔  
      LABORSHIFT labor_shifts ✔  
      LABORUNION labor_unions ✔  
      LOCATION locations ✔  
      LOCATIONENTITY companies   ✔
      PROJECT projects ✔  
      PROJECTRESOURCES project_resources ✔  
      PROJECTSTATUS project_statuses ✔  
      TASK tasks ✔  
      TASKRESOURCES task_resources ✔  
      TIMESHEET timesheets ✔  
      TIMESHEETAPPROVAL approvals ✔  
      TIMESHEETENTRY timesheet_entries ✔  
      TIMETYPE time_types ✔  
      USERINFO users   ✔
      USERRIGHTS users   ✔
      USERRESTRICTION users   ✔
      VENDOR vendors ✔  
      WAREHOUSE warehouses ✔  
      Company info company tree   ✔

      Company settings

      		 company settings   ✔
      Dimension relationships dimension relationships   ✔
      User-defined dimensions dimensions values   ✔

    • Creates a user role named SIT_INTEGRATION (for role-based companies only).

    • Creates a Web Services user named xmlgw-SIT.

      Your company's administrative contact will receive an email with login credentials when this step is complete.

    • Provisions the Web Services user and finishes setup.

      Your company's administrative contact will receive a success email when Sage Intelligent Time is ready to use. Refresh your browser to view the upgraded pages.

      If your company uses user-defined dimensions, your company's administrative contact will receive an email notification that the setup process was unsuccessful. You need to grant additional permissions to the SIT user to proceed. See the instructions below for details.

Grant user-defined dimension permissions to the SIT Web Services user

If your company uses user-defined dimensions, the setup process will fail after creating the Web Services user. You need to grant additional permissions to the SIT user, and then restart the setup process.

  1. Go to Company > Admin > Roles.

  2. In the Name column, filter for SIT_INTEGRATION.

  3. Select Subscriptions.

  4. Next to ReportToExport, select Permissions.

  5. Select the List and View permission for each of your user-defined dimensions.

  6. Select Save.

  7. Select Save again.

  8. Restart the setup process for SIT.

    1. Go to Time > Setup > Configuration.

    2. In the Intelligent time section, select Enable intelligent time.
    3. Select Save.

    4. Select Save to confirm.

      The setup process will resume. You will receive a password reset email for the SIT Web Services user, followed by a success email when the setup process is complete.

  1. Go to Company > Admin > Web Services users.

  2. In the User ID column, filter for xmlgw-SIT.

  3. Select Subscriptions.

  4. Next to ReportToExport, select Permissions.

  5. Select the List and View permission for each of your user-defined dimensions.

  6. Select Save.

  7. Select Save again.

  8. Restart the setup process for SIT.

    1. Go to Time > Setup > Configuration.

    2. In the Intelligent time section, select Enable intelligent time.
    3. Select Save.

    4. Select Save to confirm.

      The setup process will resume. You will receive a password reset email for the SIT Web Services user, followed by a success email when the setup process is complete.

Next step: Link an employee to a user