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.
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All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
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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
Timesheet 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
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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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Improvement Descriptions:
All Perm Placements now default to "Excluded from Missing Timesheet Report". Anchor EXCLUDEMTR EXCLUDEMTR
| EXCLUDEMTR | |
| EXCLUDEMTR |
The "Missing Time" field now displays "Exclude from Missing Timesheet Report" option for Perm placements created via UI, Import, or the Create Perm Invoice Screen.
Within your menu bar go to Profiles - Placements - edit a placement - Timesheet Tab. You will see this field.
Creating a multiline VAT-Only adjustment Invoice Anchor multilineVAT-Only multilineVAT-Only
Linked to client invoice adjustments and needs to be switched on.
| multilineVAT-Only | |
| multilineVAT-Only |
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.
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Enter an invoice date and a Description
Choose a Placement but don’t select a Timesheet
Enter 0.00 Net and a non-zero VAT amount (you are able to use negative amounts with a - )
Click Create - This will now go to the invoice list page showing the new adjustment invoice.
Reverting a Timesheet
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When saving a Timesheet after reverting and deleting a shift within the Timesheet, you may have noticed an error message displayed as "something went wrong on the server or your session timed out."
We have included a validation for the deleted shift into the auditing process and you will no longer see this message.
Warning / Error Message now displays in the new Placement Screen
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When there are blank entries in a filter on a placement an error message will now display, stating there are blank entries.
Timesheet Import - Placements with no effective default rate message. Anchor Timesheetnoeffective Timesheetnoeffective
Link to this on the knowledge base?
| Timesheetnoeffective | |
| Timesheetnoeffective |
If you have the function "Effective dates on rates" enabled, you may have noticed an error message of "NullPointerException error" when importing timesheets without an effective default rate. The message will now be displayed as “Placement does not have specified rate” within the Error column. This provides a more meaning full error message.
Timesheet Bulk Entry with AWR Rate
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performance Anchor BulkEntryAWR BulkEntryAWR
| BulkEntryAWR | |
| BulkEntryAWR |
You will notice there is an improvement within the Timesheet Bulk Entry screen when uploading placements that require AWR weeks to be calculated.
Contract document CSV download
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performance Anchor ContractdocumentCSV ContractdocumentCSV
| ContractdocumentCSV | |
| ContractdocumentCSV |
You will now notice an improvement when trying to download to CSV your "For Acceptance" documents with a historic created date within the Online Contracts and Compliance module.
HSBC Payment File reference check Anchor HSBCPaymentFile HSBCPaymentFile
| HSBCPaymentFile | |
| HSBCPaymentFile |
Previously, HSBC Payment files were being rejected by HSBC with an error of "Duplicate file / Interchange". We've introduced validations to ensure uniqueness in the serial number used in the VOL identifier, Payment Batch Reference and File Name. The serial number of the HSBC id uses hhmmss, we are validating if it is used in any of the existing payment generation’s reference, then increment the serial number.
Expense Screen error
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message Anchor ExpenseScreenerrormessage ExpenseScreenerrormessage
| ExpenseScreenerrormessage | |
| ExpenseScreenerrormessage |
When creating an Expense claim if you deselect the category field, you may have noticed a "Page Not Found Error" message. This has now been updated. You will see the correct error message displayed, and the mandatory fields that are blank will be highlighted in red.
Timesheet Status change when additional InPay exports are
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attempted Anchor Timesheetstatus Timesheetstatus
| Timesheetstatus | |
| Timesheetstatus |
You may have noticed if you attempted to export a Timesheet that has already been exported into InPay, the status of that Timesheet would change from Exported to Approved. This situation can arise when the same timesheet is selected for export in multiple bowser windows or by multiple users at the same time whilst it is still in Approved status.
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IN - 1682 - Field permission restrictions are removed if there's a validation error Check with Justin
When Entity Field Permissions were marked as Read-Only for administrators/consultants; and that specific administrator/consultant tries to update the fields of client/worker/provider/manager/ltdco user. While editing fields e.g., Sort Code, if a user enters more than 6 digits of Sort Code, validation error occurs, the read only fields e.g., email address, were changed to write as well even though Entity Field Permission ensures that those fields are read-only.
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IN - 1788 - Account number and sort code shouldn't be mandatory on self update form if they have an IBAN number Check with Justin
If a worker edits their own bank details, the bank account number and sort code fields are mandatory, but if the worker is international they would have an IBAN number instead. The form is not allowing the worker to enter only IBAN number and Swift Code only.
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After the fix, form should allow either account number and sort code or an IBAN number and Swift code for the users.
IN - 1941 -
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Hide Pay Rate Audit from Managers who do not have View Pay Rate role
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Users who do not have the View Pay Rate role on their change roles screen can see the pay rate details via the timesheet's History tab. e.g. if the worker has a blank draft timesheet saved and then they add their units/hours before submitting this is shown in the history tab for Managers.
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| InTime V22.04 - Release Notes |