Over the coming weeks we will be deploying our RSM InTime Release V23.03. 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
EVERYTHING APART FROM THE START OF SENTENANCES MUST BE IN LOWER CASE, EVEN NAMES OF COLUMNS OR MODULES. BOLD ALL MODULE NAMES EVEN IF NOT LINKED.
Useful links are:
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Key highlights
Heading in paragraph, bold & grey- BRIEF DESCRIPTION ON BENEFIT OF THE ITEM
Heading in paragraph, bold & grey - BRIEF DESCRIPTION ON BENEFIT OF THE ITEM
New features:
The ability to have 0% commission consultants
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RSM InTime and our PAYE module: Starter declarations for PAYE workers; invoiced pay net value for adjusted charge only timesheets
Profiles audit history tab date order
List invoice and results for showing all
Paper column in margin report & timesheet search
Timesheet adjustment wizard and zero hours
New features details
The ability to have 0% commission consultants Anchor 2345 2345
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You will now have the ability to have a commission consultant with 0% commission. The margin report will be able to report on 0% commission as well.
CSV placement importer and multiple time field durations Anchor 2181 2181
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If you are using the CSV placement importer, RSM InTime can amend the importer to allow you to import multiple time field durations from one placement. Previously you could only import a placement with either: time & hours and decimal, or hours only and decimal.
Now, you can import placements that have time & hours, decimals and hours rates. If you wish to use this new function within the importer, please speak to support.
When using the importer you will need to use the values:
th - (time and hours)
h - (hourly)
f - (fixed)
tb - (tickbox)
Please note: to use th and h you must set the RAT_PERIOD_DURATION to 60.
Improvement details
Financial tags on timesheets Anchor 2230 2230
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In our InTime V22.01 Release Notes we highlighted a new feature that allows you to control how your placement financial tags are handled against timesheets and expenses. You could either set them to also use the current value applied in the placement, meaning it will change the tag against the timesheet and/or expense whenever the financial tags are updated. Or set the financial tags to always be the value that was applied when the timesheet and/or expense was exported, so if the placement financial tags are updated the tags on the timesheet or expense will remain the same as when they were exported. Alternatively you can set them to when the timesheet is approved.
If you are marking your timesheets and expenses as exported, you may have noticed that the financial tags were changing whenever you updated the tags in the placement. Now, when you mark your timesheets and expenses as exported they will work as expected and the tags will not change.
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Timesheet search screens and column sorting Anchor 1897 1897
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You may have been experiencing error messages when using the following timesheet search screens: export, timesheet search, margin report, expenses search, and sorting on particular columns. Columns such as bill on hold, units, purchase on cost codes, as well as some charge columns were effected.
All searches and sorting will work as expected now.
RSM InTime and our PAYE module Anchor PAYE PAYE
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Invoiced pay net value for adjusted charge only timesheets Anchor 2101 2101
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If you export adjustment charge only timesheets to InPay, you may have experienced the margin report showing negative values within the invoiced net pay column against the adjustment timesheet. This will now report correctly, and if it is a charge only adjustment then the margin report will not show any value in the invoiced pay net column.
Profiles audit history tab date order Anchor 2197 2197
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When reviewing audit history tabs within an entity, you may have seen that the order could be either oldest to newest entries, or newest to oldest entries. We have changed this to now reflect the same order throughout all of our profile entity records. All audit history tabs will show in descending order with the newest audit change shown first.
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Financial tags for clients Anchor 2339 2339
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If you are using financial tags, you may have been unable to remove existing tags from a client record. When removing and then saving the record, the tags would reappear. This will now work as expected and will be able to removed all existing tags from a client if required.
Bank name fields
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We have continued to improve the save margin report function. When using this function if you save the report with date filters populated, these will no longer save. This means the next time the report is used, all dates range fields will be blank allowing you to populate these fields with the correct dates. We have also applied this to the payroll reference field.
Paper column in margin report & timesheet searchAnchor 2398 2398
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You may have seen in the paper column within the timesheet search screens or margin report populated as yes even when there were no paper timesheets associated. This will now work as expected and if there are no paper timesheets the column will be populated with no.
Timesheet adjustment wizard and zero hours Anchor 2258 2258
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