Bringing Sage Intacct’s Rate Table Timesheet Entries into Excel gives finance teams instant access to time-tracking data alongside budgets and forecasts. In this guide, you’ll set up Coefficient, pull the entries live, and automate refreshes for up-to-date insights.
TLDR
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Step 1:
Install Coefficient in Excel and connect to your Sage Intacct account.
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Step 2:
Use “Import from Objects” > select Rate Table Timesheet Entries.
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Step 3:
Configure any filters and click Import.
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Step 4:
Enable auto-refresh to keep data up to date.
Step-by-Step Guide



What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
Frequently Asked Questions
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