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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Holiday Claims export: Separating the approval Approval and export Export process
Holiday Claims: The restriction of future dated holidays
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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
Field permission restrictions are removed if there's a validation error 1682
Account number and sort code no longer mandatory when an IBAN number is entered 1788
Hide Pay Rate from the History Tab on a Timesheet 1941
Single adjustment invoices without an associated timesheet. 1921
Searching within the Invoice generation with zero units on Expenses 1950
Currency of a new placement to match the contractor's currency 1887currency
Enhancement Descriptions:
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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 With our enhanced module you can also pull valuable information from RSM InTime into documents. If you are interested in purchasing this module please contact our Client Account Management Team
There is We have created a new Compliance 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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A new BACS format "Wise Payment format" has been added to the Payment Method options. This can be applied within your System Configuration Page, just click on the System Cog in the top righthand corner of your RSM InTime screen, then go to the Invoicing & Payments section, and click on Payment Methods. Within the Base Currency BACS format select WISE_PAYMENT_FORMAT.
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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. We encourage you to check with your bank to make sure this is the correct format for you to use.
Holiday Claims:
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Separating the Approval and Export process.Anchor Holidayclaims Holidayclaims
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We have given you the ability to manually Approve approve and Export 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 can also can be exported using the "Export Request" button as below:
Within the Holiday Claims page we have added new columns giving you further information about the processing of your holiday.
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We have introduced a new feature allowing you to have different custom text homepages for specific contractors, this gives you greater flexibility on the information you want to provide your users contractors with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple bespoke custom text screens for various groups.
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You will see all custom text screens you have set up under the dashboard panel.
Any contractor with the same financial tag will see the appropriate custom text screen.
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If you are using our PAYE Module, we have now given you the ability to align your location/department data from RSM InTime. Previously you would have needed to enter this information in 2 areas, but now this information can be updated when your Timesheets or Expenses are exported, thus streamlining your processes and minimising errors. If you aren't using our PAYE Module and wish to know more the Client Account Management Team will be happy to help.
Please note if you have a front office integration you will need to assess your mappings from your CRM into RSM InTime in the first instance.
You have option of a default mapping set up or having a customisable script, either option will be set up initially by our Support Team. If you aren't using our PAYE Module and wish to know more the Client Account Management Team will be happy to help.
Default Mapping is as follows:
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You will then be able to see these within InPay by going to Employees - Location detailsDetails, and search for that worker. You will see that the Start Date, Location, Division and Department has been populated.
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If you wish to use a customisable script, this will give you the ability to set split values for Departments and Cost centres as well. The Support Team will assist with this.
On the placement Placement's Financial Tab tab you can add Sales Department and Sales Cost Centre codes.
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You will then be able to see these within InPay by going to Employees - Location details, and search for that worker. Not only will you see that the Start Date, Location, Division and Department has been populated, but the Department splits and Cost Centre splits will also been shown according to the customisation you have have forset up.
Click Financial tags to learn more about what they can do for your RSM InTime instance.
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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 enable the Multiline Adjustments functionality please contact our Support Team.
Within Profiles in your Menu bar go to the entity you require, either: worker, client or provider and use the dropdown next to the edit button and select Adjustment Invoice.
Enter an invoice date Invoice Date and a Description
Choose a Placement but don’t select a Timesheet
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Click Create - This will now go to the invoice list Invoice List page showing the new adjustment invoice.
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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.
If you use filters within your placements on the Advanced Tab, you may have noticed that there was no error message for blank entries. We have created an error message stating "Enter a value for all filter properties." Time Patterns and Filters is an additional module within RSM InTime. Our Client Account Management Team will be happy to help should you want more information.
Timesheet Import - Placements with no effective default rate message. Anchor Timesheetnoeffective Timesheetnoeffective
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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 meaningful error message. For more information on this function click Effective Dates on Rates.
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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 message Anchor ExpenseScreenerrormessage ExpenseScreenerrormessage
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| ExpenseScreenerrormessage |
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You may have noticed that if a validation error occurred when Administrators and Consultant users with Read-Only rights were trying to update a field within a profile, it allowed all fields to be edited. We have now resolved this and all read only fields will remain read only, irrespective of validation error messages. For more information on how to can restrict a user's access within InTime look at User Roles .
Account number and sort code no longer mandatory when an IBAN number is entered Anchor IBAN number IBAN number
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RSM InTime has the functionality to allow Contractors to update their own details and for you to approve these. If you wish to know more about this function click go to Controlling changes to a contractor's details and speak to our Support if Team if you wish to enable this.
We have made changes to this functionality allowing a worker with an international bank account to enter an IBAN number instead of an account number and sort code.
Hide Pay Rate from the History Tab on a Timesheet Anchor HIDEPAYRATE HIDEPAYRATE
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| HIDEPAYRATE |
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This has now been changed. Users without the "View Pay Rate" role cannot view the audit of a Pay Rate in timesheet history tab. You can read more about our user roles and how to apply them here.
Single adjustment
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Invoices without an associated
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Timesheet, and VAT Codes.
When raising a single adjustment invoice Invoice without an associated timesheetTimesheet, you may have noticed that if you have selected a different VAT code to that of the entity, the adjustment invoice displays T1 VAT. This was applicable to Clients, Workers and Providers.
This has now been resolved and the VAT code displayed in single adjustment invoices Invoices is the VAT code selected within the adjustment screen.
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If you have a contractor with a currency other than GBP, you may have noticed when manually creating a placement that the rate section currency has not automatically defaulted to the contractors contractor's currency, and instead has stayed as GBP.
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