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You can restrict file uploads in the document centre to only allow RSM users to upload files with a specific prefix on the file name. To enable this option, tick the Restrict by Prefix checkbox and enter a Prefix in the text box.
Twinfield (Payroll type only)
To link a service to a company in Twinfield, enter the code and organisation. Details are imported from Twinfield periodically. If this is a newly linked service or if changes have happened in Twinfield click on the REQUEST TWINFIELD REFRESH button to request the data is imported as soon as possible. It can take several minutes for details to refresh.
InPay (Payroll type only)
To link a service to a payroll in InPay, select the payroll from the drop-down list.
InTime (Payroll type only)
To link a service to an agency in InTime, enter the following details:
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InTime Agency Public ID - the public unique identifier for the agency. This will be an alphanumeric string in the format 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'. This is needed for auto-bacsAuto Bacs.
InTime Agency ID - the id for the agency. This will be numeric.
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InTime Connection - the connecton used in reports
Bacs Options (Payroll type only)
The Bacs Type governs if Payment Approval is enabled and determines what tasks are displayed for this payroll service on the Payroll Task Dashboard. The options are:
- Non Bacs - all tasks relating to Bacs payments are hidden on the dashboard. If RSM do not provide Bacs services for this payroll this option should be selected.
- Manual Bacs - payment approval tasks are hidden, but other Bacs tasks are visible on the dashboard.
- Auto Bacs with Approval - this enables the payment approval options and will show all tasks on the dashboard.
Auto Bacs and Payment Approvers (Payroll type only)
If Bacs payments are being published automatically for approval there are some additional options shown on the service admin page.
Is HMRC Payroll - If this option is ticked, any HMRC payment file will come through to this payroll for approval. A client should only have one payroll service selected for HMRC payments.
Approvals Required - The number of approvals required before the file can be automatically sent to C-Series for payment.
Payment Approvers - The client users who can approve Bacs files for this payroll.
Statements (Payroll type only)
Users with Access
Adding a Service
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