When you log in to RSM InTime 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.
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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.
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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: This panel shows the number and value of sales invoices which have not yet been sent.
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- 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.
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Configuring the Dashboard
You can choose which widgers 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 Manage Dashboards the Dashboard Settings option from the Administration menuthe 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.
Towards the bottom of the screen there is the configuration option which determines which items appear on the dashboard as shown below.
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