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Over the coming weeks we will be deploying our RSM InTime Release V23.01. 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 streamline your business processes. We always value feedback, so please contact account management if you wish to discuss anything further.
All previous release notes can be found here: RSM InTime release notes.
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Key highlights
Payment reporting - The ability to build and save a report within the generate payment screen
Multi-factor authentication - Additional security for InTime
Placement error adjustments - The ability to move timesheets from one placement to another
New features:
Payment generation reporting
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Improvements:
Social media links
Invoicing: Bespoke invoice export performance; invoice dates and due date calculations; invoice date range performance within the margin report; invoice paid date filters on list advice notes screen; exporting invoices when sending is in progress
Rates: adapt integration: pay rates; editing rate templates
Timesheets: timesheet importer & placement end dates; adjustment wizard and on-costs; missing timesheet widget update
Expenses: manual date entry against expenses; expense filter in exporting screen; expenses within milestone consolidation
RSM InTime and PAYE module integration: NI table letter for reinstated workers; payslip download through RSM InTime
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You will now have the ability to build and save a payment generation structure within the payment screen. This works the same way as reporting building within the margin report. This will allow you to set parameters that are always used to run a selection of purchase invoices and credits for payment generation. This is particular useful if you have multiple separate payment generations to run, due to differing bank accounts, currencies or financial tags. While this option will be available for everyone, you can chose to make it mandatory to run a report before payment generation. If you would like to have the mandatory option applied please speak to support to set this against your agency.
How to set the parameters
Firstly select the filters you wish to apply to the report, you can use other tabs such as references and financials.
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Once you have selected all your filters, go to the saved reports tab. Give the report a name, and using the tick boxes you can choose if this report can be viewed by others. Click create new report. This will save the report and it will appear in the list of reports. To view the results click search.
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Original payroll & freehand references on an adjusted timesheet
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New mobile dashboard: holiday claims
Following on from our last release, we have added another dashboard to our RSM InTime mobile functionality. You will now have the ability to review existing holiday claims. Your dashboard will show the number of claims within each status.
When clicking on a status, the heading will expand showing the detail of the holiday claim, within submitted claims you will have the ability to edit the claim. CHECK CANNOT CREATE A NEW CLAIM??
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Go to RSM InTime mobile for further information on how this feature works. If you would like to have this enabled please contact support.
New fields added to custom reports
We have added additional fields to our custom reports module, allowing you to now report on placement sales invoice and pay invoice contact override.
Our custom report module has two features. Firstly we can enable the standard module which provides you with a suite of reports set as default. You can run these reports at any point of your processing and export to CSV. Alternatively you can create your own reports, this allows you to select a variety of columns, order the data, and set parameters to limit the data returned such as type of employee, or date thresholds.
This module is subject to an additional charge so please contact account management or support should you wish to enable this functionality.
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Web services: additional data
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Pre-filter shifts on timesheets
This new feature forms part of our time patterns and filters module. You will now be able to view pre-submission shifts (e.g., before overtime rules applied) on the timesheet screen. They will be displayed exactly as entered but greyed out and will not contribute to the pay/charge/unit totals. This will be shown on a tab called pre-filter shifts.
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Filter by multiple financial tags
You can now filter on multiple financial tags within search screens, this is available anywhere that has the financial tab. The single dropdown list will be replaced with multiple dropdown list allowing you to select up to 10 tags within a sector. To have the ability to select multiple financial tags please contact support, who can switch this on for you. Financial tags allow you to create additional filters and apply these against entities, the can help with grouping for processing your timesheets and invoices, and for reporting structures.
Multi-factor authentication
You can now use multi-factor authentication for RSM InTime. The two-steps verification means users will enter their login details, and then be required to enter a 6 digit verification code generated by mobile authenticator app. This can be applied to the agency as a whole so all users will be required to use it, or applied to individual users? For full details go to multi-factor authentication.
SCREENSHOT OF WHERE TO APPLY.
Placement adjustment wizard
This function will give you the ability to move timesheets from one placement to another. This works in a similar way to the timesheet adjustment wizard function, whereby you will have the ability to process the invoicing automatically and select a reason for crediting. You can also select whether it affects pay or charge or both. For full details on how to use this function go to placement adjustment wizard.
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Improvement details
Social media links
Previously you may have experienced an issue with linking your social media pages to RSM InTime. This will now work as expected. Adding social media links will show the relevant icons in the bottom righthand corner of the screen. When users click on the icon, they will be directed to the relevant social media page.
Invoicing
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Invoice date range performance within the margin report
We have improved the performance of the margin report when using the invoice date range search. You will now notice a reduction in the time it takes to return results.
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Exporting invoices when sending is in progress
You will now see a meaningful error message if you try to export invoices while they are sending, or try to send invoices while exporting is in progress.
When trying to export you will see the error message appear in the top righthand corner within a red box. When trying to send you will see an emails failed message within the sending progress screen, when you click on the amber warning, you will see the details of which items failed due to currently being exported.
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Rates
Adapt integration: pay rates
We have changed the way the integration reads the information from Adapt. Previously placement information was read before worker details. For example, if the worker type is PAYE different rates are required, especially if InPay is connected to RSM InTime. Now the mapping will allow all other entities to be read before the placement information, so the correct rates will be matched. For more information about RSM InTime and Adapt integration click here.
Editing rate templates
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Timesheet importer & placement end dates Just GATTACA?
If you are using RSM InTime's timesheet importer function, you may have noted that shifts that were dated after the placement end date were not being highlighted in the upload timesheet data screen. While the data was not uploaded, there was no validation error, this has now been resolved.
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Missing timesheet widget update CAN REMOVE IF WANTED? NOT SURE I WANT TO HIGHLIGHT THIS
The missing timesheet widget on the home screen dashboard has been updated to no longer show deleted timesheets. Previously the number shown on the dashboard included deleted timesheets, but when searching for missing timesheets the number would exclude deleted timesheets.
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Expenses
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Expenses within milestone consolidation
You may have experienced issues when generating self bill invoices that include expenses, if there is a consolidation of milestone applied. This will now work as expected, with timesheets and expenses showing on invoices.
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Payslip download through RSM InTime
If a payslip included a rate name that contained the & symbol, you may have been unable to download the payslip to PDF. This will now work as expected.
Performance of reporting
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Missing bank details filter
Previously when using the filter for missing bank details set to yes, entities with swift and IBAN details would appear as the sort code and or bank account number where missing. Now, when using the this filter set to yes, entities with international bank details completed in full will not show as missing.
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Changing purchase order values
You may have noticed that when updating the hours or amount against a purchase order number that you were unable to remove the value entirely and save successfully. You will now be able to remove the value, and save the record with a blank field. Our purchase order numbers functionality has 2 levels: Standard which allows you to create and apply a purchase order number to a placement which will automatically be applied to any timesheets or expenses, this can be activated without charge by contacting support. Or purchase orders numbers enhanced which allows multiple POs to be applied to a placement. The enhanced function forms part of our advanced billing module, speak to the account management for further information.
Audit message update for users login
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