Sage Intacct and BigTime Integration

Overview of Sage Intacct and BigTime Integration

BigTime simplifies professional services management by effectively managing operations related to planning and client work. With features like time tracking and billing, BigTime is essential for managing project-based tasks. 

However, since it is not a full-fledged accounting software, integrating it with a comprehensive accounting system like Sage Intacct is crucial. 
This integration allows seamless syncing of data between BigTime and Sage Intacct, ensuring efficient management of time tracking, billing, and overall financials.

Why Integrate Sage Intacct and BigTime?

1. Improved financial management
   Incorporating Sage Intacct and BigTime allows your accounting and project management systems to share financial data seamlessly. As a result of this integration, your financial records are always up-to-date and accurate, reducing errors and eliminating manual data entry.
2. The visibility of projects has been improved
   With the integration, project managers can easily track project costs, budgets, and timelines in real time. Sage Intacct offers robust financial reporting tools, while BigTime excels at tracking and managing projects. By working together, they provide managers with a complete picture of project performance, enabling them to make informed decisions and keep projects on track.
3. Invoicing and billing streamlined
   When Sage Intacct and BigTime are connected, billing and invoicing processes become more efficient. With BigTime, time and expenses are automatically synced with Sage Intacct, so invoices are generated on time and accurately. As a result, administrative tasks are reduced and billing cycles are accelerated.
4. Reporting and analytics enhancements
   As a result of the integration, Sage Intacct's powerful financial reports and BigTime's detailed project reports provide a comprehensive view of business performance. Businesses can identify opportunities and mitigate risks with this comprehensive insight, which assists in strategic planning and forecasting.

Benefits of Sage Intacct and BigTime Integration

Integrating Sage Intacct with BigTime offers several benefits:

• Streamlined Operations: Manage time tracking and billing within BigTime while syncing this data to Sage Intacct.
• Comprehensive Data Management: Sync personalized data entries, including employee timesheets and client work details.
• Resource Management: Utilize BigTime’s analytics features for client and resource management.
• Financial Overview: Access a complete financial overview of your company in Sage Intacct.
• Selective Data Syncing: Configure settings to sync only desired data types, such as accounts, locations, and items.
• Faster Payments: Create invoices in BigTime and sync them with Sage Intacct for faster payment processing.
• Efficient Invoicing: Manage invoices without redundant data entry, reducing time and effort.

Also, check out -> Sage Intacct Workflow Integration

Steps for Sage Intacct and BigTime Integration

To integrate Sage Intacct with BigTime, follow these steps:

1. Login to BigTime:
   • Navigate to the company menu and select “Integrations.”
   • Search for Sage Intacct, a tech partner, and click “Enable.”
   • Provide the required authentication details and click “Next.”
   • Enter the company ID for integration and click “Next.”
2. Configure Sage Intacct:
   
   • Enable web services in Sage Intacct by going to the company menu and selecting “Configurations.”
   • Choose “Sage Intacct Connectivity Setup.”
   • Enter the BigTime user ID and password, then click “Submit.”
3. Integration Settings:
   • In BigTime, return to the “Integration Settings” menu.
   • Select “Sage Intacct” under the manage integrations section.
   • Configure settings in three categories: General, Time Expense, and Invoicing.
   • For General settings, configure the project settings and sync preferences (automatic updates, import settings).
   • In Time Expense, manage the synchronization of timesheets and expense reports.
   • For Invoicing, set up the creation and syncing of invoices.

Conclusion

Integrating Sage Intacct with BigTime significantly enhances the efficiency of managing professional services and financial data. This integration ensures that all time tracking, billing, and payment information is accurately synced, reducing redundant data entry and streamlining operations. By following the outlined steps, you can configure this integration to optimize your workflow, manage resources effectively, and gain a comprehensive financial overview of your company.

FAQs on Sage Intacct and BigTime Integration

Q. What is the main benefit of integrating Sage Intacct with BigTime?

A. The main benefit is streamlined operations. This integration allows you to manage time tracking and billing within BigTime while syncing this data to Sage Intacct, providing a comprehensive financial overview and reducing redundant data entry.

Q. How do I enable the Sage Intacct integration in BigTime?

A. Log into your BigTime account, go to the company menu, select “Integrations,” search for Sage Intacct, click “Enable,” provide the required authentication details, and enter the company ID for integration.

Q. What types of data can be synced between BigTime and Sage Intacct?

A. You can sync timesheets, client work details, accounts, locations, items, and invoices between BigTime and Sage Intacct.

Q. Can I choose what data to sync between the two systems?

A. Yes, you can configure settings to ensure that only the desired types of data are synced between BigTime and Sage Intacct.

Q. How does this integration help with invoicing?

A. The integration allows you to create invoices in BigTime and sync them with Sage Intacct. This reduces the need to record the same information twice, speeding up the invoicing process and ensuring accurate payment tracking.

Q. What are the configuration steps required in Sage Intacct for integration?

A. In Sage Intacct, enable web services by navigating to the company menu, selecting “Configurations,” choosing “Sage Intacct Connectivity Setup,” and entering the BigTime user ID and password.

Q. Can I configure settings to sync only on login?

A. Yes, in the integration settings, you can choose to enable automatic updates and imports or configure the system to sync only when you log in.

Q. What analytics features are available in BigTime for managing resources?

A. BigTime offers various analytics features geared towards managing clients and resources, helping you track project progress, resource allocation, and overall operational efficiency.

Q. Is it possible to sync expense reports between BigTime and Sage Intacct?

A. Yes, the integration settings include options for syncing timesheets and expense reports, ensuring all financial data is consolidated in Sage Intacct.

Q. Do I need a separate time tracking system if I use BigTime?

A. No, with the integration, all timesheets available within BigTime will be synced to Sage Intacct, eliminating the need for a separate time tracking system.

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