Over the coming weeks we will be deploying our RSM InTime Release V23.04. 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 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:
RSM InTime mobile and creating holiday claims
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New international BACS format for NATWESTNatWest
Improvements:
Audit history and "switch to" function
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RSM InTime mobile and creating holiday claims Anchor 2350 2350
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Following on from our V23.01 release giving you the ability to view you holiday claims via our mobile functionality, workers will now be able to create and submit a holiday claim via their mobile.
To create a holiday claim, click on the plus sign next to the title holiday claims. This will then allow you to create your holiday claim in the same way as the desktop function, where you can save your claim as a draft and then submit.
Go to RSM InTime mobile for further information on how workers can use InTime from a mobile device. If you would like to have this enabled, please contact support.
PDF invoices and shift comments Anchor 2341 2341
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We have made changes to our PDF templates for invoicing generation, supporting the use of emojis. If a user enters an emoji in the shift comments, these will now appear in the timesheets attached to the invoice.
Automatic adjustments and on costs for perm invoices Anchor 2370 2370
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On costs and automatic adjustments set up against clients and placements will now apply to perm invoicing. These will work in exactly the same way as they do for temp processing.
Please note: This function can be switched off. If you do not want adjustments to apply to perm invoicing, please contact support.
New international BACS format for NatWest Anchor 2425 2425
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We have created a new NatWest international BACS format that uses the agency's IBAN number rather than the bank account. The file is called NATWEST_INTERNATIONAL_AGENCY_IBAN.
Click on the system configuration cog, go to the invoicing & payments section and select payment methods. Within the international BACS format drop down, this file will now be available for you to select. To view all BACS formats that are supported go to What Payment (BACs) Formats are Available?
Purchase order tracking development
Subheadings in heading 5 & green
Use this link in various places allowing users to jump back to the top of the page.
Improvement details
Audit history and switch to function Anchor 1310 1310
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We have improved our audit history messages when using the switch to function. This will now clearly show the name of the administrator, and the person they have switched too as well as the action that has taken place.
Also we have added the switch to option next to the edit dropdown for consultants. Previously only admin users had this dropdown option. This means consultants with the switch to option enabled, will be able to easily switch to from the profile list screen, rather than going into the user's profile record.
On costs for expenses and margin report Anchor 1799 1799
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The margin report will now show on costs for expenses. Within the margin report are on cost columns, previously this would not show any expenses associated with on costs. The on costs feature forms part of the advanced billing module, the module allows you to perform additional billing processes, such as enhanced purchase order tracking, statement of works and client self bill invoicing. For more information on this module and how it can help, please contact account management.
PDF editor and provider names Anchor 2074 2074
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Within our enhanced online contracts module and using the PDF editor, you may have noticed the provider's name field populating, even when a provider was not applicable. This will now work as expected.
The deletion of clients and providers Anchor 2272 2272
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Within our GDPR and data managementfunctionality, a data controller has the ability to soft or hard delete entities and associated data. While deleting client and provider data you may have received error messages and the items would not delete, this will now work as expected. We have also included an additional warning message when choosing the item type of client to advise to delete all associated items.