expenses

Set default values to appear on timesheets—Sage Intelligent Time

Administrators can set default values on employee records so that those values appear on timesheets automatically using Sage Intelligent Time (SIT). Set default values for each employee to ensure consistent and accurate data entry and reporting.

Key benefits

• Values populate on timesheets automatically

• Enter data quickly

• Reduce manual errors

• Enhance data integrity and compliance

How it works

1. Go to Time or Expenses > All > Employees.

2. Find the employee and select Edit.

3. Select dimensions to populate on the employee timesheet.

   You can select the following dimensions

   • Customer

   • Supplier

   • Item

   • Time allocation

   • Expense distribution

   • Department

   • Location

   • Class

4. Select Save.

What's changed

The following are new dimensions on the Employee information page:

• Customer

• Supplier

• Item

• Time allocation

• Expense distribution

Good to know

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.

Permissions and other requirements

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
Configuration	Turn on Sage Intelligent Time