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The standard RSM InTime format is shown below. RSM InTime also has the facility to import expense and timesheet data from 3rd party systems. In order to do this an import format must be created and configured to suit the data you wish to import. Whilst we have existing formats available, our experience is that these formats can differ. Any amendment and testing work which may be required would be charged on a time fee basis. We therefore recommend sample files are provided for analysis. If you wish to have the default import format applied or would like us to scope a format for you please contact our support team.
Importing expense data
From the top menu go to import/export and select import expenses.
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Review and validating data
Any You will see a table of your imported date, any issues are highlighted in red and a textual description of the issue is given in theand displays undefined, an error message will be shown in the Error column. See below for common issues.
If you need to change any of the fields that you imported (placement, rate, date, unit and comment), click the cell and amend the entry. If you want to change the placement or worker name, begin typing the placement reference or worker name and RSM InTime will offer auto-completion suggestions.
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You can amend the cells accordingly, or if you decide some of the data should not be imported or can not be corrected on the review page, click start again
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and change or exclude the unwanted data when pasting from your spreadsheet.
For units, monetary amounts, tax rate figures you can click in the cell
- Once you are happy with the previewed data, click Submit to import the data and create or update the timesheets.
- A message asks you to confirm that you want to submit the data. Click OK and the import process begins.
A message appears when the import process has been completed successfully.
Common import issues:
- If the import format includes a Worker name or reference and not a placement but the worker has more than 1 active placement for the date entered the user will have to select which placement the time should be uploaded to.
- Sometimes the imported rate does not exist on the placement or it has been spelt differently. The user can select which rate should be used.
- If you are not adding data to existing timesheets the date will be highlighted if a timesheet already exists for the imported date.
- Negative unit amounts are not accepted.
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