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Teamwork.com

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Reconcile Teamwork.com project time with Intacct timesheets
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Cross-Connector

Bill a project knowing every Teamwork.com hour is on a timesheet

For project and finance leads who want a project's Teamwork.com hours reconciled with Sage Intacct timesheets, person by person, by their AI assistant.

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Reconcile Teamwork.com project time with Intacct timesheets
Reconcile Teamwork.com time on the Contoso rollout with Intacct timesheets for September.
Contoso rollout has 412 hours in Teamwork.com and 389 in Sage Intacct for September. - Jordan Lee: 96 in Teamwork.com, 80 in Intacct, Teamwork.com higher - Sam Patel: 74 in both, matching - Teamwork.com only: Alex Kim, 7 hours - Within a quarter hour: 5 people treated as matching Want the full table by person?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-projects
sage-intacct-get-project
teamwork-com-get-time
sage-intacct-get-timesheet-entry

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Checking project hours against timesheets takes an afternoon

Before a project is billed, someone has to check every hour logged in Teamwork.com made it onto a Sage Intacct timesheet. Comparing person by person, with names spelt differently and minutes on one side and hours on the other, takes most of an afternoon.

Without PopdockAI

  • Export project time from Teamwork.com
  • Export timesheet entries from Sage Intacct
  • Pair people up despite different name spellings
  • Convert units and compare person by person

With PopdockAI

  • Hours and billable hours are totalled per person on both sides
  • People are paired by name, never on a first name alone
  • Gaps under a quarter hour count as matching
  • Differences are sorted by size, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Reconcile the hours logged against project `{project-name}` in Teamwork with the timesheet hours recorded for the same project in Intacct, from `{from-date}` to `{to-date}` (default: the first day of the current month to today), and report every person whose totals differ.

**Step 1: Find the project in both systems**

Call `teamwork-get-projects` with `name.contains` set to `{project-name}`. Call `intacct-get-project` with `project-name.contains` set to `{project-name}`. If either side returns more than one project, list the matches with their ids and stop so the user can pick. If either side returns none, say which system is missing the project and stop.

**Step 2: Read the time on both sides**

Call `teamwork-get-time` with the Teamwork `project-id`, `time-logged.from` = `{from-date}` and `time-logged.to` = `{to-date}`. Teamwork reports `minutes`; divide by 60 for hours.

Call `intacct-get-timesheet-entry` with the Intacct `project-id`, `entry-date.from` = `{from-date}` and `entry-date.to` = `{to-date}`. Intacct reports `hours` and `billable-hours`.

**Step 3: Match people across the systems**

Total each side per person. Match the Teamwork `user-name` to the Intacct `employee-name`. Names are the only link: compare case-insensitively and ignore middle initials, but do not match two people only because they share a first name. List anyone who appears on one side only separately.

**Step 4: Report**

A table with columns: Person, Teamwork hours, Intacct hours, Difference, Teamwork billable hours (entries where `is-billable` is true), Intacct billable hours. Sort by the absolute difference, largest first. Treat a difference under 0.25 hours as matching. After the table, list people found in only one system, then give the project totals from each side.

**Rules & Guidelines:**

* `teamwork-get-projects` and `teamwork-get-time` are on the teamwork server. `intacct-get-project` and `intacct-get-timesheet-entry` are on the intacct server.
* This prompt is read-only. Do NOT call any `intacct-create-*` or `intacct-update-*` tool, and do NOT call any `teamwork-create-*`, `teamwork-update-*`, `teamwork-complete-*` or other Teamwork action tool.
* Do not assume that a difference is an error in either system. Report it and say which side is higher.

**Validation:**

* If Teamwork has time and Intacct has none for the period, say the Intacct timesheets may not have been entered or approved yet, and stop after the Teamwork totals.
* If the same person's name is spelt differently in the two systems, show both spellings in the Person column.

Who it's for

One answer, three teams that use it

Project managers

Know who to chase before billing

See the people whose timesheets are short for your project, largest gap first, so you can chase them before the invoice goes out.

Reconcile the Fabrikam portal project's Teamwork.com time with Intacct timesheets for October.

Project accountants

Bill from complete timesheets

Confirm the timesheet hours you bill from match what was logged in delivery, person by person.

Who has more Teamwork.com hours than Intacct timesheet hours on the Northwind Traders upgrade for last month?

Resource managers

Find people missing from one system

People who logged time in only one system are listed, so setup gaps are fixed before the next period.

List people with time on the Contoso rollout in Teamwork.com but no Intacct timesheet entries this quarter.

How it works

What PopdockAI does when you ask

You name the project and a date range, and your AI assistant compares each person's time in both systems. It says which side is higher rather than calling either wrong, and changes nothing.

01

Ask

You name the project and a date range.

Your AI tool

02

Read

It totals hours and billable hours per person on both sides.

teamwork-com-get-projects
sage-intacct-get-project
teamwork-com-get-time
sage-intacct-get-timesheet-entry

03

Match

It pairs Teamwork.com users with Intacct employees by name, never on a first name alone.

No items found.

04

Report

You get differences sorted by size and who to chase.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

sage-intacct-get-project

Returns projects from Sage Intacct.
get-data

teamwork-com-get-time

Returns time log entries from Teamwork.com with the person, project, task, minutes and billable amounts. Filter by time logged, minutes, project ID, user ID, user name, billable and task ID.
get-data

sage-intacct-get-timesheet-entry

Returns timesheet entries from Sage Intacct. One row per time entry. Filter by timesheet record number (the record-number from Get timesheets) to get one timesheet's entries.
Read only.Nothing in Teamwork.com Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Bill projects knowing every hour is on a timesheet

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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