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Sage Intacct time and expense management software

Streamline time management processes and downstream project accounting.

Project Financials 125,000.00 0.00 125,000.00 633,218.08 417,888.28 1,595,791.87 758,218.08 417,888.28 1,720,791.87 Revenue - Services $1,395,980 +$24,240 vs prior quarter Billable Hours 6,170 +122 vs prior quarter Non-Billable Hours 2,742 +570 vs prior quarter Revenue - Expenses $88,564 +$64,616 vs prior quarter Revenue - Subcontractors $218,200 +$28,240 vs prior quarter Utilized Hours 7,448 +40 vs prior quarter Total Hours 8,912 +40 vs prior quarter Total Revenue $1,731,344 +$28,240 vs prior quarter Utilization Rate (Hrs) 83% +6 vs prior quarter Chargeability ($) 73% +7 vs prior quarter Revenue by Service Line YTD Amount Planning Client Service Media Buy Utilization Trend 12/30/2021 Role-Based Clear 9:41 Select Task 3.00 Computer activity Assign Select Project Select Client Proj Cloud Project XYZ Software Client 2.00 9.00am - 11:00am ACME Client Meeting 1.50 Microsoft Powerpoint XYZ Software - Competitive Analysis 1.50 Microsoft Powerpoint XYZ Software - Market Map July 10, 2022 Activities 3 activities

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Red Door Interactive
Geo Technologies Inc.
Premier Talent Partners
Center for Community Progress
CTI Clinical Trial and Consulting

Automation and productivity highlights

Accelerate time and expense management processes for employees and financial staff.
Make better decisions with real-time visibility of all of your time and expense data.
Streamline your project accounting to save time, increase accuracy, and reduce revenue leakage.

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Sage Intacct for Project-Based Companies

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Time and Expense Management

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Brian Lawrence

Senior Director - Finance and Taxation, Clinical Trial & Consulting (CTI)

When our team went in search of a new accounting solution, we were looking for cloud-based options that would be more scalable, flexible, and intuitive for our teams around the world. Sage Intacct was a no-brainer for us because, unlike NetSuite and the other vendors we looked at, it met all of our requirements for integrated time and expense management and multi-entity consolidations, and was robust and adaptable enough to grow with our business over time.

CTI Clinical Trial and Consulting

Expense management FAQs

Sage Intacct works great for both salaried and hourly employees. If your employees charge time to projects, Sage Intacct incorporates project time tracking so that you can understand the effort and resources for internal projects, client projects, or overhead.

If you’re a professional services organization who generates revenue from client projects, you may want to consider Sage Intelligent Time, our AI-powered time solution. Your professionals use a time assistant, who reconstructs their work week for them and suggests client projects for their work. Using the time assistant, every minute of time can be collected for financially-minded project management, including more accurate billing, project estimates, expense management, and resource management.

For timesheets, you can establish up to 5 levels of approvals. Approvals are done by a manager (department, project, or an employee manager), by an external user (customer), or a specific user in the company through expense reporting software.

You can create an approval path when tracking expenses for expense reimbursements as well. You can set value approval thresholds and specify a minimum number of approvers. You can also set preferences for notifications, including notifications for all submissions, no notifications, or only for amounts above a certain threshold.

Yes, you can automatically link source document attachments to project invoices and easily access them with a click. You can also choose to include source documentation in email invoices to reduce questions or discrepancies and to speed up the payments process using expense management software.

Yes, you can set up your projects so that only employees that are assigned to a project can submit time. You can also create rules to enforce policies for how much or when employees can work.

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