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RSM InTime provides a SOAP Web Service Interface that allows two-way flow of information to external systems. This enables automated and efficient transfer of data to and from your other systems reducing effort and duplication.  

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FieldConstant

Comment

Notes
Client


invoicePeriod0Weekly

1Two-Weekly

2Four-Weekly

3Calendar Monthly

44-4-5

5Other




InvoiceDeliveryMethod (howSendInvoices)0PostInvoice delivery method

1Email

2Fax

3Not sent




timesheetsOnInvoices0Timesheets On Invoices

1Timesheets Not On Invoices




paperOnInvoices-1Agency Default

0No Attachments

1Attach Paper Timesheets

2Attach Expense Group Paper

4Attach Expense Receipts Paper

<sum of the above>Attach the appropriate paperFor example, 5 to attach timesheets and receipts




consolidation

Code Required

String[] cConsolidation = new String[] { "charge-payment-term","destination","source","charge-currency","sales-tax-code","client" };
client.setConsolidation(cConsolidation);

Everything Goes On One Invoice



Code Required

String[] cConsolidation = new String[] { "charge-payment-term","destination","source","charge-currency","sales-tax-code","client","sheet-type" };
client.setConsolidation(cConsolidation);

Expenses Go On On Invoice And Expenses Go On Another



Code Required

String[] cConsolidation = new String[] { "charge-payment-term","destination","source","charge-currency","sales-tax-code","client","placement" };
client.setConsolidation(cConsolidation);

Each Placement is Invoiced Separately



Code Required

String[] cConsolidation = new String[] { "charge-payment-term","destination","source","charge-currency","sales-tax-code","client","sheet" };
client.setConsolidation(cConsolidation);

Each Timesheet Or Expense Item Is Invoiced Separately



Code Required

String[] cConsolidation = new String[] { "charge-payment-term","destination","source","charge-currency","sales-tax-code","client",”worker” };
client.setConsolidation(cConsolidation);

Each Candidate Is Invoiced Separately






grouping

Code Required

String[] cGrouping = new String[] { "sheet-rate" };

client.setGrouping(cGrouping);

Sheet Rate




Worker


workerTypepayeFor PAYE Workers

ltdFor Ltd Company Workers

external-contractorFor Non Ltd Company Workers

cisFor CIS Workers

umbFor Workers operating through an UmbrellaYou must also reference the umbrella against the worker, otherwise the worker will appear as LTD.

ir35For workers inside scope of IR35 (deemed)




cisBusinessTypeSoleTrader


Company


Trust


Partnership





cisPercentage0


20


30





paymentFrequencyweekly


monthly


<InPay Payroll Name>If InPay connected, for PAYE workers, use the InPay Payroll Name




limitedCompany.timesheetsOnInvoices

0Timesheets On Invoices

1Timesheets Not On Invoices




limitedCompany.paperOnInvoices-1Agency Default

0No Attachments

1Attach Paper Timesheets

2Attach Expense Group Paper

4Attach Expense Receipts Paper

<sum of the above>Attach the appropriate paperFor example, 5 to attach timesheets and receipts




genderM


F





limitedCompany.invoicePeriod0Weekly

1Two-Weekly

2Four-Weekly

3Calendar Monthly

44-4-5

5Other




Payment Methodbacs
NOT CASE SENSITIVE

cheque
NOT CASE SENSITIVE

cash
NOT CASE SENSITIVE

chaps
NOT CASE SENSITIVE

ach
NOT CASE SENSITIVE

international
NOT CASE SENSITIVE

building society
NOT CASE SENSITIVE




sendLtdCompanyTimesheets0

Do not send a copy of the timesheets to the worker or provider 



1Only send a copy of timesheets to the worker's ltd company email address

2Send a copy of timesheets to the worker's provider if they have one, otherwise send it to the worker

3Send copies to both the worker and provider




consolidation

Code Required

String[] wConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","worker" };
worker.setConsolidation(wConsolidation);

Everything Goes On One Invoice



Code Required

String[] wConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","worker","sheet-type" };
worker.setConsolidation(wConsolidation);

Expenses Go On On Invoice And Expenses Go On Another



Code Required

String[] wConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","worker","placement" };
worker.setConsolidation(wConsolidation);

Each Placement is Invoiced Separately



Code Required

String[] wConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","worker","sheet" };
worker.setConsolidation(wConsolidation);

Each Timesheet Or Expense Item Is Invoiced Separately






grouping

Code Required

String[] wGrouping = new String[] { "sheet","sheet-rate" };

worker.setGrouping(wGrouping);

Sheet RatestatementDAlways NNPlacementlayoutstandardSee Maintaining PlacementscalendartimesheetDateCalculator

Usual:

weekly (
statementA

StatementA
The 8 values represent the following:
Starter Declaration A B or C
Student Loan Not Repaid Y or N
Student Loan Monthly Payments Y or N
Student Loan Type 1,2,4 or Space
Student Loan Before April 6 Y or N
Post Graduate Loan Not Repaid Y or N
Post Graduate Loan Monthly Payments Y or N
Post Graduate Loan Before April 6 Y or N

Example: "ANN NN"
Means....
Starter Declaration: A
Student Loan Not Repaid: N
Student Loan Monthly Payments: N
Student Loan Type: Space (None)
Student Loan Before April 6: N
Post Graduate Loan Not Repaid: N
Post Graduate Loan Monthly Payments: N
Post Graduate Loan Before April 6: N


statementDAlways NN
engagementTypeNone/N,A,B,C,D,E,F,Z





Placement


layoutstandard
See Maintaining Placements

calendar





timesheetDateCalculatorName (timesheetDateCalculator)

Usual:

weekly (Default: Monday - Sunday)

monthly (Calendar: 1st - 28/29/30/31th)

Others:

weekly_tue-mon

weekly_wed-tue

weekly_thurs-wed

weekly_fri-thurs

weekly_sat-fri

weekly_sun-sat

two-weekly

two-weekly_tue-mon

two-weekly_wed-tue

two-weekly_thurs-wed

two-weekly_fri-thurs

two-weekly_sat-fri

two-weekly_sun-sat

two-weekly_timeplan

four-weekly

half-monthly-16th

monthly2nd

monthly3rd

monthly4th

monthly5th

monthly6th

monthly7th

monthly8th

monthly9th

monthly10th

monthly11th

monthly12th

monthly13th

monthly14th

monthly15th

monthly16th

monthly17th

monthly18th

monthly19th

monthly20th

monthly21st

monthly22th

monthly23th

monthly24th

monthly25th

monthly26th

monthly27th

monthly28th

half-monthly-15th

four-four-five

four-four-five-lastFri-old

four-four-five-lastFri

weekly-split

four-four-five-2ndLastFri

weekly_tue-mon-split

weekly_wed-tue-split

weekly_thurs-wed-split

weekly_fri-thurs-split

weekly_sat-fri-split

weekly_sun-sat-split

two-weekly-split

two-weekly-alt

four-weekly-split

two-weekly-split-alt

fri - (Saturday - Friday) - DO NOT USE

sat - (Monday - Sunday) - DO NOT USE

sun - (Monday - Sunday) - DO NOT USE


See Maintaining Placements




Rates


period60 / HFor hourly rates entered in hours format (hours only or start, break, finish).

1440 / FFor fixed rates of a specified duration entered in decimal format (decimal or tickbox)




periodDuration<any integer>The duration in minutes for the fixed rate (e.g. 60 for hourly rates, 480 for a daily rates (if daily rate it worth 8 hours)).




timePatterndefaultWill use the selected default time pattern

<any string>The string should match the name of a time pattern in the system




timesheetFieldsSTART_FINISH_BREAKEnter start, break, finishOnly when period above is 60

HOURSEnter hours onlyOnly when period above is 60

DECIMALEnter time as a decimalOnly when period above is 1440

DAYTickbox only (equivalent to entering decimals as 1.00)Only when period above is 1440

InvoiceAdjustmentSettings

(Company / Worker)




AdjustBy0Fixed Amount

1Percentage
AdjustPer0Per Worker

1Per Timesheet

2Per Invoice
AdjustType0Addition

1Deduction
ExpenseType


EntryMethod

0Gross valuePopulate the GrossValue and optionally the VatAmount field on an ExpenseItem with this entry method

1Net ValuePopulate the NetValue field on an ExpenseItem with this entry method

2Units and Unit netPopulate the Unit and UnitNet fields on an ExpenseItem with this entry method. E.g. Set Unit = 30 and UnitNet = 0.45 to claim 30 miles at 45p per mile.

3Units and NetPopulate the Unit and Net Value fields on an ExpenseItem with this entry method.




Timesheet


StatusgetTimesheetStatus()getStatus()

-1

DELETED



1

INCOMPLETE



2

SUBMITTED



3

APPROVED



5

COMPLETED



-2

MISSING



-3

REVERTED






InvoiceInfo (Invoice)


Invoice TypegetInvoiceDescription()


Advice Note


Client Invoice


Client Credit Note


Self Bill Invoice


Self Bill Credit Note


Supplier Invoice


Supplier Credit Note





Provider


consolidation

Code Required

String[] pConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","ltd-co-provider" };
provider.setConsolidation(pConsolidation);

Everything Goes On One Invoice



Code Required

String[] pConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","ltd-co-provider","sheet-type" };
provider.setConsolidation(pConsolidation);

Expenses Go On On Invoice And Expenses Go On Another



Code Required

String[] pConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","ltd-co-provider","placement" };
provider.setConsolidation(pConsolidation);

Each Placement is Invoiced Separately



Code Required

String[] pConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","ltd-co-provider","sheet" };
provider.setConsolidation(pConsolidation);

Each Timesheet Or Expense Item Is Invoiced Separately



Code Required

String[] pConsolidation = new String[] { "destination","source","pay-currency","purchase-tax-code","ltd-co-provider",”worker” };
provider.setConsolidation(pConsolidation);

Each Candidate Is Invoiced Separately






grouping

Code Required

String[] pGrouping = new String[] { "sheet-rate" };

provider.setGrouping(pGrouping);

Sheet Rate




invoicePeriod

0

Weekly

1

Two-Weekly

2

Four-Weekly

3

Calendar Monthly

4

4-4-5

5Other




timesheetsOnInvoices0Timesheets On Invoices

1Timesheets Not On Invoices




paperOnInvoices-1Agency Default

0No Attachments

1Attach Paper Timesheets

2Attach Expense Group Paper

4Attach Expense Receipts Paper

<sum of the above>Attach the appropriate paperFor example, 5 to attach timesheets and receipts

...