Over the coming weeks we will be deploying our RSM InTime Release v22.04. If you are a user of RSM InTime you will see the blue banner message appear on your homepage once the release is available to you.
Listening to our users is important to us, and therefore we hope that you find these changes useful, and they help in streamlining your business processes. We always value feedback, so please contact our Client Account Management Team if you wish to discuss anything further.
We have made some enhancements to 2 of our additional modules, Online Contracts and Compliance and our PAYE Module. If you wish to know more about these modules our Client Account Management Team will be happy to help.
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
Holiday Claims export: Separating the approval and export process
Holiday Claims: Export to our PAYE Module: Separating the Approval and Export process.
IN - 1792 - CR06265 - Contractor Dashboard by Financial Tag
Improvements:
All Perm Placements now default to "Exclude from Missing Timesheet Report" 1877
Creating a multiline VAT-Only adjustment Invoice 1918
Warning / Error Message now displays in the new Placement Screen 1908
Timesheet Import - Placements with no effective default rate message 1910
Bulk Entry AWR Rate performance 994
Contract document CSV download performance 1874
HSBC Payment File reference check 1421
Expense Screen Error message 1890
Timesheet Status change when additional InPay exports are attempted 1911
IN - 1682 - Field permission restrictions are removed if there's a validation error YES
IN - 1941 - Hide Pay Rate Audit from Managers who do not have View Pay Rate role YES
Single adjustment invoices without an associated timesheet. 1921
Searching within the Invoice generation with zero units on Expenses 1950
IN -1543 - Deleting an umbrella worker, deletes a provider invoice NOT SURE THIS SHOULD BE ON THERE
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This development forms part of our Online Contracts & Compliance module. It allows you to send and receive documents to all users of RSM InTime, drawing valuable information from RSM InTime into documents, and allowing you to hold specific forms and data in one place. If you are interested in purchasing this module please contact our Client Account Management Team
There is a new Compliance menu option allowing you to easily view your outstanding "Information Requests" and "For Acceptance" documents. Simply go to Compliance in your menu bar, and you will find the new menu option as below.
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The example file looks as below. For further information of all our BACS formats with example files go to our BACS formats page. KC TO UPDATE THE BACS FORMAT PAGE WITH THESE DETAILS
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We have given you the ability to manually Approve and Export holiday claims into our PAYE Module. If you wish to have this functionality enabled, please contact our Support Team
You can access this within your menu bar title: Pay - Holiday Claims, tick the holiday claims you wish to action within the "Select" column and click Export Claims. 
Individual Claims also can be exported using the "Export Request" button as below:
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- Set the CustomText.TagName = SalesSector
- Settings > Custom Text > Worker Dashboard > Enter custom text on the dashboard. If the user wishes to use the existing dashboard widgets along with custom text, add [summary]
- For making it visible to specific users, uncheck the option "Visible to all users". The user will be able to see the financial tags (set at the time of Config e.g. SalesSector). Select one option and save template.
- The new worker dashboard will start appearing on the Custom Dashboard along with Worker Default Dashboard.
- Now the workers/contractors with the same financial tags will be able to see custom text (worker dashboard). E.g.,
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If you have the Multiline adjustment function enabled, you are now able to raise a VAT only adjustment invoice. To have this functionality switched on for you please contact our Support Team.
Within Profiles in your Menu bar go to the entity you require, worker, client, provider and use the dropdown next to the edit button and select Adjustment Invoice.
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You will notice there is an improvement within the Timesheet Bulk Entry screen when uploading placements that require AWR weeks to be calculated.
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| InTime V22.04 - Release Notes |