1. Submission of reports: #
- Step 1: Employees record their working hours and submit reports in Intempus.
- Step 2: When the report is approved in Intempus, it is queued for synchronization.
- Step 3: The report is automatically synchronized to Uniconta at the next scheduled synchronization (usually every 3 hours during working hours).
- Step 4: In Uniconta, the report appears in the Project Journal, ready for invoicing.
2. Project management: #
- Step 1: In Uniconta, create or update a project and make sure the phase is set to “In progress.”
- Step 2: The project is automatically synchronized with Intempus, so employees can record time and work on the project.
- Step 3: Updates to the project, such as budget changes or deadline extensions, are synchronized between the two systems to keep data consistent.
3. Customer and product management: #
- Step 1: Make sure that the field "Intempus Active" is marked for the customers or goods in Uniconta that must be synchronized with Intempus.
- Step 2: The system automatically synchronizes these records based on predefined rules. You can monitor the synchronization in the Google Sheets dashboard.