| InTime V22.01 - Release Notes |
We are delighted to announce our latest release - InTime V22.01
Timesheet Improvements
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Timesheets
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on
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Hold
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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(Add one screenshot of new fields here - from placement profile)
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.
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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 items based on the stored financial tags against timesheets/expenses not the current placement financial tags.
Timesheet Adjustment improvements:
- Adjustment Wizard filters are consistent across old and new screen versions
- A new “Reason for Crediting” drop-down is available on the Adjustment Wizard when "Process Invoicing" checkbox is ticked. 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:
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Tax Period on Timesheets
When exporting timesheets and expenses to InPay, the current tax/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.
(Add screenshot of new field on timesheet here)
Additional
- Timesheet attachment for invoice now displays an Hourly Rate Breakdown
- Automatic approval rules InTime now allows export of timesheets for leavers to InPay
- Advanced timeout option 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 wellA 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?"From Submission" which was previously only available for expenses
- The Freehand Reference field label for timesheets has been added to the Rename Terms/Labels screen and the field can be viewable to all user types with config
- The Timesheet ID label has been added to the Rename Terms/Label screen
Timesheet importer can now include start/finish times and break duration
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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Reason For Crediting
A new “Reason for Crediting” drop-down is available on the Adjustment Wizard when "Process Invoicing" checkbox is ticked. The reasons for crediting are a set list of reasons which can be added
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/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.
(Add a screenshot here)
Additional
- When creating invoice adjustments, the pay element to be used can be specified using the new Pay Element drop-down. The default pay element used is SB-ADJ
- Payment application approvers with email addresses containing apostrophes no longer causes InTime errors
- 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.
Improvements in Reports / Filters:
- Tax Week filter is added to Margin Report screen (Reports > Margin Report > Date Ranges tab) and Tax Period column is added to the results of Margin report.
- DepartmentAnalysis Report and Leaderboard Report – Please contact support to enable or disable this.
- Timesheet End filter is added in Placements, Workers, Consultants, Managers search screens
- Changes in Bank Details of workers are logged separately in History / Audit Report.
Freehand Reference
An arbitrary reference called Freehand Ref is introduced in the system. Freehand feature has been distributed in following areas.
- Added Freehand Ref to invoice consolidation & grouping options
- Customise the Timesheet ID label on timesheet entry, timesheet list and invoice
- Added Freehand Ref as a possible invoice line field, with customisable label
- Configuration to show Freehand Ref to all user types and not just admins & consultants
- Customise the Freehand Ref label on timesheet list and invoice timesheet
- The Signal Timesheet Reference sent to NetSuite will need a custom field & script
- Added freehandRef to the Export.InPay.Payslip.Description placeholders
- Added start / finish times to timesheet import fields
- Added break duration decimal to import script
Rolled-Up Holiday - InTime Scheme
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- — (Which IN is this referring to?)
- VAT and Company numbers are now captured and stored against invoices/credit notes upon creation. Any changes made to these numbers on entity profiles will not affect previously created invoices.
- New Lloyds payment file format available
- Advice Notes can be generated for non self bill LTD workers when the agency is set to “Allow PAYE deduction to be deducted from self-bill”
Reporting Improvements
- DepartmentAnalysis Report and Leaderboard Report is now accessible without errors when enabled
- Partial week timesheets are now included within the missing timesheet report
- Timesheet End filter has been added to the Placements, Workers, Consultants and Managers search screens
- Changes of bank details for workers are logged separately in the History tab on the profile and the Audit Report
- Pay Review Due checkbox has been added on the AWR Report/Comparator search screen. When the checkbox is ticked it will filter out the results where the Pay Review Due has already passed
Profile Improvements
Rolled-Up Holiday
InTime currently facilitates rolled up holiday by deducting the holiday from total pay rate. This change is to make the rate A new rolled up holiday option is available so that pay rate is the unrolled-up rate with holiday added in top.
True Rolled Up Holiday checkbox is added.
Other Improvements:
Pay Review Date for AWR Comparators
Pay Review Due checkbox is added on the AWR Report/Comparator search screen for pay review passed. When the checkbox is ticked; it will filter out the results whose Pay Review Due is already passed.
Note: By default, Pay Review Due checkbox will be unchecked.
Number Ranges - Max Length of Padding Attribute
Updating the max length attribute on the “padding” input so it can’t be set to an integer greater than 20. If set above integer value greater than 20; the system will show an error.
Additional
Please contact Support if you need rolled up holiday enabled for your agency.
Additional
- Workers are now able to edit personal and bank details via mobile app
- Communications for perm placement are always disabled when created via import
- Data segregation now ignores any deleted placements and returns the correct timesheets/expenses to users
- A default payment type for providers can now be set, please ask Support to enable this if required
- Profiles > Sending Approval reminders emails to the selected manager. Emails received according to the placement templates.
- Help > Support Portal link from Intime Help dropdown is removed.
- Advice Notes are generated for LTD workers when agency is set to “Allow PAYE deduction to be deducted from self-bill”
- Syncing of holiday schemes from InPay to intime is now enhanced.
- Workers are now allowed to edit personal and bank details via mobile app
- Creating a provider/umbrella without payment type will add a default payment type value set in configuration.---(What does this mean? which IN does it relate to?)
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