When you log in to RSM InTime on or click on the home button, you will see a dashboard of key indicators relating to the clients, workers, and placements that you are managing. An example is shown below.
Each of the panels in the dashboard are a link to a page which displays the appropriate information. The panels are explained below.
The timesheets and expenses panels show you information relating to recent timesheets. The default is that it only shows timesheets where the end date is within 15 days from the current date. This value can be altered if required as can be seen in the image above whether the time range has been increased to 41 days.
Timesheets
Missing: This panel shows the number and value of any missing timesheets. You can click on this panel to be taken to the Finding Missing Timesheets.
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To Sales Invoice: This panel shows the number and value* of timesheets which are ready for sales invoicing. Click on the panel to be taken directly to the sales invoice generation screen.
To Self-Bill Invoice: This panel shows the number and value of timesheets which are ready to have self bill invoices generated. Click on the panel to be taken directly to the self bill invoice generation screen /wiki/spaces/ds/pages/51875309.
To Advice Note: This panel shows the number and value of timesheets which are ready to have advice notes generated. Click on the panel to be taken directly to the advice note generation page.
Ready for PAYE: This panel shows the number and value of timesheets which are ready for PAYE processing.
Sheet Group: (If you have the sheet group module enabled). This panel shows the number and value* of timesheets which are ready for invoicing via sheet groups. Click on the panel to be taken directly to the sheet group generation screen.
* For the Invoice and Sheet Group generation widgets there are a few situations where the dashboard values may differ slightly from the actual invoices that will be produced:
- There can be small rounding differences in the totals.
- Timesheets can be split on to different invoices due to the consolidation. For example different PO numbers can be used on different shifts within a timesheet.
- If an item is already partially invoiced or partially written off it is not reflected in the dashboard values.
- When additional shifts are added to a timesheet by an adjustment they are not be reflected in the dashboard values.
Expenses
Unauthorised: This panel shows the value and number of expense items that are unauthorised. Click on the panel to be taken to the expenses search screen which will be populated with the corresponding values.
To Sales Invoice: This panel applies to clients for whom a client invoice will be created. Click the panel to view all submitted expense claims where the receipt date is within the last 15 daysshows the number and value of expense items that are ready for sales invoicing.
To Self-Bill Invoice: This applies to workers or providers for whom a self-billing invoice will be generated. Click the panel to view all submitted expense claims where the receipt date is within the last 15 days. This panel shows the number and value of expense items that are ready for self bill invoicing.
To Advice Note: This applies to workers or providers who are not set up for self-billing. An advice note is not an invoice, but it itemises all the relevant timesheets and expenses that the worker can base their own invoice upon. Click the panel to view all submitted expense claims where the receipt date is within the last 15 days.Ready for PAYE: This applies to workers who have been set up as PAYE. Click this panel to display all the expense claims that have been approved, where the expense receipt date is within the last 15 dayspanel shows the number and value of expense items for which advice notes should be created.
Ready for PAYE: This panel shows the number and value of expense items which are ready for PAYE processing.
Sheet Group: (If you have the sheet group module enabled). This panel shows the number and value of expenses which are ready for invoicing via sheet groups. Click on the panel to be taken directly to the sheet group generation screen.
Sales Invoices
To Send: Click this panel to display all client invoices and client credit notes that have been generated but not This panel shows the number and value of sales invoices which have not yet been sent.
To Export: Click this panel to display all client invoices and client credit notes that have been generated but not exported This panel shows the number and value of sales invoices which have not yet been exported. See Exporting to Accounts System.
Unpaid: Click this panel to display all client invoices and credit notes that have been generated but not paid.
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This panel shows the number and value of sales invoices which have not yet been paid.
If you have purchase order tracking enabled in your system configuration you will also see:
POs Over Amount: This panel shows the number of purchase orders that have exceeded their value limit. Below are those approaching their limit.
POs Over Hours: This panel shows the number of purchase orders that have exceeded their hours limit. Below are this approaching their limit.
Expired POs: This panel shows the number of purchase orders that have end dates in the past. Purchase orders that will expire in 14 days are shown below.
Purchase Invoices
To Send: Click to display the following invoices that have been generated but not sent:
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To Export: Click to display the following invoices that have been generated but not exported. #zzz Why is the list different to the To Send list?#
- Self-bill invoices
- Self-bill credit notes
- Non self-bill invoices
- Non self-bill credit notes
For Payment: Click to display the following invoices that are currently due for payment in your local currency:.
- Self-bill invoices
- Self-bill credit notes
- Non self-bill invoices
- Non self-bill credit notes
Contract Documents
For Acceptance: Click to display all contract documents that have been sent to users and have the current status of For Acceptance.
Information Requests: Click to display all contract documents that have been sent to users and are information requests. # zzz Once the user has supplied the information, will it disappear from the list? There's nothing in the filters to suggest it will.#
Expired: Click to display all contract document where the expiry date is today or prior to the current date.
Tasks
Tasks are only available to some clients and therefore this may not be applicable to your installation
- Changes for Approval. For clients that are using two-stage approval of user details only. This panel will show the number of changes that have been submitted by contractors and have not yet been actioned.
Configuring the Dashboard
You can choose which widgets of information are displayed on the homepage. For example, if you do not use expenses then you can turn off the expenses widget.
In order to configure the dashboard go to the Dashboard Settings option from the Settings Cog. You can set up different views for your Mark Holland (Unlicensed) and Consultants. At the top of the screen you can see the available widgets for the Administrator homepage and beneath that you can see the widgets for the Consultant's homepage.
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Towards the bottom of the screen there is the configuration option which determines which items appear on the dashboard as shown below.
