Configure Intacct settings for Sage Intelligent Time

Before turning on Sage Intelligent Time (SIT), it's important to understand how your Intacct company's configuration affects SIT.

SIT uses information from Time and the General Ledger to determine what's displayed in SIT timesheets and how the timesheets behave when synced to Intacct. For example, the settings in Time configuration determine how time is tracked, the duration of a timesheet, the number of hours in a work day, and what unit of time your company uses to track time.

Only the applicable settings are listed below. If a section or setting is not listed, it's not used by SIT.

Time configuration settings

SIT uses the following settings in Time configuration. To update these settings, go to Configure Time.

Individual project settings

SIT uses the following settings within individual projects.

To change these settings, go to ProjectsAllProjects and select Edit next to a specific project. All settings in the Project tab are included in SIT.

Setting Notes
Project tab

Status

A Project must have a Status of Active or On Hold to be included in SIT.

Dimensions

Dimensions selected will populate automatically in SIT timesheets when the project is used.

For example, if Project Lion has a Department value selection of 100--Operations, when you assign time to your timesheet in SIT to Project Lion, the department information is populated with 100-Operations automatically.

Additional info tab

Business rules

SIT applies timesheet and expense user restrictions only.

General Ledger configuration settings

Dimensions that populate automatically in SIT are based on the dimension relationships set up in the General Ledger.

To change these relationships, go to General LedgerSetup > ConfigurationAdvanced GL optionsDimension relationships.

There’s also a hierarchy of dimensions to be aware of when setting up dimension relationships. For more information, go to Dimensions overview.

Next step: Turn on Intelligent Time