When you log in to InTime or click on the home button, you will see a dashboard of key indicators relating to the clients, workers, and placements that you are managing. An example is shown below.
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To Sales Invoice: This panel shows the number and value* of timesheets which are ready for sales invoicing. Click on the panel to be taken directly to the sales invoice generation screen.
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Ready for PAYE: This panel shows the number and value of timesheets which are ready for PAYE processing.
Sheet Group: (If you have the sheet group module enabled). This panel shows the number and value* of timesheets which are ready for invoicing via sheet groups. Click on the panel to be taken directly to the sheet group generation screen.
* For the Invoice and Sheet Group generation widgets there are a few situations where the dashboard values may differ slightly from the actual invoices that will be produced:
- There can be small rounding differences in the totals.
- Timesheets can be split on to different invoices due to the consolidation. For example different PO numbers can be used on different shifts within a timesheet.
- If an item is already partially invoiced or partially written off it is not reflected in the dashboard values.
- When additional shifts are added to a timesheet by an adjustment they are not be reflected in the dashboard values.
Expenses
Unauthorised: This panel shows the value and number of expense items that are unauthorised. Click on the panel to be taken to the expenses search screen which will be populated with the corresponding values.
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Ready for PAYE: This panel shows the number and value of expense items which are ready for PAYE processing.
Sheet Group: (If you have the sheet group module enabled). This panel shows the number and value of expenses which are ready for invoicing via sheet groups. Click on the panel to be taken directly to the sheet group generation screen.
Sales Invoices
To Send: This panel shows the number and value of sales invoices which have not yet been sent.
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