InTime V20.08 - Release Notes |
We are delighted to announce our latest release - InTime V20.08
Email Improvements
Disable Email Server connection
InTime will now automatically stop trying to connect to the agency email server after 3 attempts (by default) when checking for QR or approval emails. If there is an issue with the connection, the details will be noted under System Configuration > Email Server Settings and a status widget will appear on the dashboard to indicate an email account access issue.
Once the connection issue has been resolved, you can click on the re-enable link shown to re-establish the connection to your email server account. This change will highlight email connection issues and provide guidance on how to resolve them, it will also prevent InTime from being blocked from third party infrastructure which can cause service disruption.
Invoice Improvements
Automatic Adjustments on Advice Notes - VAT
Where automatic adjustments are applied to advice notes, the VAT against the adjustment can differ from the the supplier invoice VAT. When raising advice notes where an adjustment applies, the VAT amount expected will now reflect any difference in VAT for the adjustment. The breakdowns below explain how this would be reflected on the advice note:
Addition Adjustment
Timesheet with a pay value of £200 with VAT of £40 at 20% applied
Automatic adjustment of additional £20 with no VAT applied
Advice note net would show as £220, VAT expected would be £40
Deduction Adjustment
Timesheet with a pay value of £200 with VAT of £40 at 20% applied
Automatic adjustment of £20 deduction with no VAT applied
Advice note net would show as £180, VAT expected would be £40
Download Schedule - additional columns
InTime can be configured to include worker accounts reference, client reference, placement reference and pay rate for sales invoices (for administrators only) on the download schedule CSV output. Please contact support to enable the required fields on your system.
Contract Documents Improvements
Uploading new versions of expired documents
Ltd Co Users can now upload new versions of documents where the current document has expired. This relates to any documents which are at Information Provided status. The Ltd Co User must have the contract document create role.
Import Improvements
Sales Invoice Contact on Placement
Previously, if a placement import file did not contain PLA_SALES_INV fields, the sales invoice contact details on the placement profile were overwritten with the client invoice details.
Now, if a placement import file does not contain any PLA_SALES_INV fields, the sales invoice contact against the placement will not be set at all. If the invoice contact has been added manually to the placement profile via the UI, it will not be updated or removed.
Duplicate usernames
If an import file contains a new user profile (worker, consultant or manager) with a username which is already in use within InTime by an existing user, the below error will be shown.
Client Parent Relationships
If you use client parent relationships within your InTime agency (this is commonly via CSV importer or Bullhorn), you will now be prevented from importing a client if the assigned parent would cause a circular relationship (for example Client 1 > Client 2 > Client 3 > Client 1). This will be presented as an error shown on the relevant import screen.
Search Improvements
Filters on Search screens
A new Payment Frequency filter has been added to Timesheet, Expense, Invoice and Payment search screens. This is available to Administrator and Consultant users only.
Additional Improvements
Worker ItrisID is now included in the current documents search screen CSV output.
The 'Viewable by Agency Group' tickbox is not shown on Margin Reports > Saved Reports if the user does not have the 'Switch Agency' user role assigned to them.
Timesheet Improvements
Monthly Filter Duplication
Where the Monthly Rate Filter is in use against a placement under the Advanced tab, when timesheets were resubmitted it caused duplicate shifts to be created. This has now been resolved so that the correct shifts remain on the 'new' timesheet.
Additional Improvements
Print Detailed report order under the timesheet search screen is now output in reverse numeric order.
Missing Timesheets report now correctly handles monthly timesheets where the timesheet start date does not begin on the 1st.