Page Comparison

We are delighted to announce our latest release - InTime V22.01

Timesheet Improvements

Timesheet/Expenses on Hold

Timesheets on Hold

Timesheets can be put on hold with a reason at the time when it is created/edited. When the reason for putting on Pay/Bill on hold is entered, it starts appearing against the specific timesheet. Furthermore, on Hold features can be set at the time of creating placement from where the timesheets and expenses can be put on hold for bill/pay.

Timesheets can be put on hold for pay/sales invoicing with a reason for holding captured against the timesheet This can be applied at client/worker/provider, placement or timesheets level with filters on search screens to filter out those on hold.

Detach Financials on Export (Timesheet Export/Margin Report)

Storing Financial Tags on Timesheets/Expenses

A new setting screen > Settings > Stored Timesheet/Expense Values which controls how financial tags are stored against Timesheets and Expenses.

If the PLACEMENT FINANCIALS CHANGES Placement Financial Changes setting is set to “Always use current values”, the system will use the latest current financial tag whenever when a timesheet/expense is created/ exported against it. The timesheet/expense /Margin report screens will filter by and show the current placement financials e.g., (salesSector, salesDepartment, etc).If set to store on export, after exporting a timesheet/expense, the search screens and margin report will filter items based on the current financial tags against placements. 

If set to "When the timesheet is exported", the financial tags saved against the placement at the time of exporting are saved against the timesheet/expense. The timesheet/expense search screens and margin report will filter by and show the financials (sales Sector, salesDepartment etc) values as they were at the point of export.items based on the stored financial tags against timesheets/expenses not the current placement financial tags. 

Timesheet Adjustment improvements:

• Adjustment Wizard screen will show new filters if the client is using new sheet search. filters are consistent across old and new screen versions
• A new “Reason for Crediting” drop-down is added to available on the Adjustment Wizard . This enables only when "Process Invoicing" checkbox is ticked, and the selected reason is displayed in the credit note generated by Adjustment Wizard. Alternatively, Credit note reason drop-down is added to Preview Credit Note screen (List Invoices > select invoice > Credit > Edit button in Preview Credit Note). The reasons for crediting are a set list of reasons which can be added/removed as required and are shown on the credit note and adjusted invoice. The "Reason for Crediting" drop-down is also available when crediting an invoice via Sales/Pay > List Invoices > Credit. (I would move this to it's own header above and a screenshot).

InTime to InPay Integration improvements:

• InTime now allows export of timesheets for leavers to InPay.Tax Period of timesheets and expenses for InPay related payrolls workers are set to blank. When
• Hourly Rate Breakdown option can be set which shows the hours worked by a contractor on invoice.
• You can user Max Row configuration with +1 on old sheet search. The results will be +1.
• When exporting timesheets and expenses exported to InPay, the current tax period is updated with current payroll pay period.

Additional

• /payroll period is captured and stored against the timesheets/expenses and shown in a new field called "Tax Period" This field can be filtered against in the margin report and timesheet/expense search screen and a new column has been added to the margin report

Additional

• Timesheet attachment for invoice now displays an Hourly Rate Breakdown
• Automatic approval rules for timesheets now includes....XXX "Previously on Approval Route Rules, only expense had the “Submission” option but now it is added for the timesheets as well.
• A new timesheet option is added in which payment generation screen will select an option by default for not showing the On Hold timesheets/expenses in the list . ---- What this is referring to?

Import Improvements

• You can enter negative units on Timesheet imports.
• A new import field is added to create umbrella/providers. The column is LCP_PAYMENT_TYPE which refers to the Payment type of the provider.

Invoice Improvements

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• Pay Element drop-down is added to Adjustment Invoice screen. This drop-down is added for both single line and multi-line adjustment invoice screens
• Updates to PO number using Update PO feature is now logged in history of invoice
• The clients who will start using new/updated VAT/Company No.; there previous invoices VAT/Company No. will not change.
• Approver’s email Addresses with apostrophe’s is no longer crashing the page with JavaScript error.

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