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 3 of our additional modules, Online Contracts and Compliance, Time Patterns and Filters, and our PAYE Module. If you wish to know more about these or any other feature within our release notes, our Client Account Management Team will be happy to help.
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
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New Compliance menu option Anchor ComplianceMenu ComplianceMenu
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It allows This development forms part of our Online Contracts & Compliance module. The module allows you to send and receive documents to users of RSM InTime and hold specific forms and data in one place. With our enhanced module you can also pull valuable information from RSM InTime into documents. If If you are interested in purchasing this module please contact our Client Account Management Team
We have created 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.
New BACS format - Wise Payment Output Format Anchor WisePayment WisePayment
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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, go to the Invoicing & Payments section, and click on Payment Methods. Within the Base Currency BACS format select WISE_PAYMENT_FORMAT.
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: Separating the Approval and Export process Anchor Holidayclaims Holidayclaims
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We have given you the ability to manually approve and export holiday claims separately 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 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.
The columns are: Exported Date, Exporter First Name, & Exporter Last Name.
Holiday Claims: The restriction of future dated holidays Anchor Holidayfuturedate Holidayfuturedate
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Our validations now include a restriction to stop users exporting future dated holiday claims. An Error message will be displayed if users try to export claims greater than today's date to InPay using "Export Claims" or "Export Request" buttons.
On-Costs extended to 4 decimal places Anchor 4decimal 4decimal
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Our On-Costs feature is part of our Advanced Billing module if you would like this module enabled please speak to our Client Account Management Team.
We have developed on-costs and extended the precision from 2 decimals places to 4. This can be set within all entities where on-costs can be applied, and can be set within Sales and Purchase on-costs. This will then calculate your timesheets and expenses to 4 decimal places. Please note that RSM InTime's invoices and the margin report will still round to 2 decimal places.
Bespoke Contractor Dashboards Anchor contractordashboard contractordashboard
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We have introduced a new feature allowing you to have different custom text homepages for specific groups of contractors, this gives you greater flexibility on the information you want to provide your 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.
If you would like this feature enabled please get in touch with our Client Account Management Team.
How does it work?
Make sure you have your financial tags set up in the first instance.
Custom Text Screen Steps:
Click on the System Configuration Cog in the top righthand corner, within the Appearance panel click on Custom Text
Scroll down to the bottom of the page and select Worker Dashboard under the Dashboard heading. Create your custom text.
If you wish to have the dashboard widgets available please make sure you enter [summary] below your custom text.
Untick visible to all users and select the appropriate tag value. Click Save Template.
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.
The custom text worker dashboards can be deleted or edited. Workers without any financial tags, will get the default worker dashboard without custom text. You can also can the worker's financial tag and this will chance their custom text screen accordingly.
Exporting financial data from InTime to InPay Anchor SendLocation SendLocation
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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. 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 the option of using our default mapping or having a customisable script, either option will be set up initially by our Support Team.
Default Mapping is as follows:
| RSM InTime Placement | InPay Location |
|---|---|
| Start Date | Start Date |
| Sales Division | Division |
| Sales Department | Department |
| Sales Location | Location |
| N/A | Cost Centre splits |
| N/A | Department Splits |
Using the Placement's Financial Tab, and set up the appropriate values within the fields below. This data will be transferred to InPay when you export a timesheet or expense for that placement.
You will then be able to see these within InPay by going to Employees - Location Details, and search for that worker. You will see that the Start Date, Location, Division and Department has been populated.
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's Financial tab you can add Sales Department and Sales Cost Centre codes.
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 set up.
Click Financial tags to learn more about what they can do for your RSM InTime instance.
Pro-Rata filters for monthly rates Anchor PRORATA PRORATA
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| PRORATA |
Within our Time Patterns and Filters module we have now created a Pro-Rata filter which can be used within your placements. If you do not have this module, the Client Account Management Team can help.
To review the full details of how to apply this filter and the calculations for a pro-rata filter against a monthly rate please go to Creating a Monthly Rate Filter against a placement.
Overtime Rules: Period trigger for enabling daily thresholds & Overtime Rules: Separate overtime rates for individual days Anchor PeriodTrigger PeriodTrigger
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We have further developed our overtime rules, full details of the 2 development pieces are shown within our Creating Overtime Rules.
This forms part of our Time Patterns and Filters module. If you do not have this module, the Client Account Management Team can help.
Improvement Descriptions:
All Perm Placements now default to "Excluded from Missing Timesheet Report" Anchor EXCLUDEMTR EXCLUDEMTR
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The "Missing Time" field now displays an "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 the field below.
Creating a multiline VAT-Only adjustment Invoice Anchor multilineVAT-Only multilineVAT-Only
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If you have the multiline adjustment function enabled, you are now able to raise a VAT only adjustment invoice. To 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 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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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 meaningful error message. For more information on this function click Effective Dates on Rates.
Timesheet Bulk Entry with AWR Rate performance Anchor BulkEntryAWR BulkEntryAWR
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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.
Contract document CSV download performance Anchor ContractdocumentCSV ContractdocumentCSV
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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
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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.
Expense Screen error message Anchor ExpenseScreenerrormessage ExpenseScreenerrormessage
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| 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 and 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 attempted Anchor Timesheetstatus Timesheetstatus
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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.
This has been rectified and the status of the timesheet remains "Exported." You will also receive a notification advising you that you have tried to re-export an exported timesheet.
Field permission restrictions are removed if there's a validation error Anchor Field permission restrictions Field permission restrictions
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| Field permission restrictions |
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
| IBAN number | |
| IBAN number |
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 go to Controlling changes to a contractor's details and speak to our Support Team if you wish to enable this function.
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 |
We have made a change to the History Tab on a timesheet, previously users who do not have the "View Pay Rate" role could see the pay rate details via the timesheet's history tab.
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 invoices without an associated timesheet, and VAT Codes Anchor singleadjust singleadjust
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| singleadjust |
When raising a single adjustment invoice without an associated timesheet, 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 is the VAT code selected within the adjustment screen.
Searching within the Invoice Generation screen with zero units on expenses Anchor zerorates zerorates
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| zerorates |
You will now notice an improvement when searching in the Invoice Generation screen, if you had an expense unit as 0 and it has a chargeable type.
Currency of a new placement to match the contractors currency Anchor Currencyofanewplacement Currencyofanewplacement
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| Currencyofanewplacement |
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 contractor's currency, and instead has stayed as GBP.
This has now been resolved, and in the placement when a contractor with foreign default currency rate is selected, the currency will change from GBP to foreign currency rate.
Online Contracts PDF mail merge for workers associated with a provider Anchor placementWorker placementWorker
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