Sage Intacct

Add Time in BigTime and Post It to Sage Intacct

  

Intacct requires timesheets to have a time type and an item. 

Given these requirements, we’ve created a time type and item field in BigTime. The values that make up this field are automatically created in BigTime once the integration occurs. 

Before we explain how to add time in BigTime and post it to Intacct, we’ll show you how to add a time type and item from Intacct in BigTime.

NOTE: If you don’t have a time type or item in Intacct you’ll need to create them before moving on. Note that the item type must be non-inventory. Then, click the topmost red tile on your BigTime homepage to sync these details. 

Link Intacct Time Type and Item Values in BigTime

To link the values from Intacct to BigTime, follow these steps:

Click My Company...Field Values from your navigation bar.

You’ll default into Basic Codes, which is where you want to be.

Select the time type and item from the respective dropdowns. Then, click Save.

Now we can post time and push it to Intacct. 

Post Time to Sage Intacct

  1. Click Time/Expense...Timesheets from your navigation bar.
  2. Enter time to the timesheet and click Save.

    NOTE: It's a best practice to use labor code and category fields on your timesheet, since they are linked to the Time Type and Items in Sage Intacct. 

  3. Submit your timesheet by clicking the hyperlink at the end of your window.
  4. Click Intacct...Post Timesheets from your navigation bar.
  5. Check the staffer name.
  6.  Click Post Selected Time.
    You’ll see a green checkmark in the Posted column if the time was posted successfully. 

Where to Go from Here:

Integrate Sage Intacct with BigTime

Add Projects and Staffers in BigTime and Integrate Them with Sage Intacct

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