| InTime V20.09 - Release Notes |
We are delighted to announce our latest release - InTime V20.09
Invoice Improvements
Contractor Invoice Visibility
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Invoice Visibility
Previously, when a contractor worker type changed it limited whether historical invoices could be viewed. Configuration is now available which enables contractors to view invoices regardless of their worker type status. This would allow a contractor who was previously a LTD worker type to still view any invoices previously raised when they are later changed to PAYE. Please ask Support to enable this configuration.
Detach VAT/Company Number from Invoices
VAT and Company numbers for clients/workers/providers are now stored against invoices at the point of being generated. This means that when VAT/Company numbers are updated against a client/worker/provider, it does not update historic invoices and only applies to new invoices. In addition, the VAT and Company number can be amended via the edit button when viewing an invoice.
Enhanced PO tracking - deciding PO at point of Invoicing
Show charge/pay rate in sheet group document
Client site filter on Invoice Generation screen
Use selections on Payment Generations CSV
Perm invoice consolidation
Multi-line adjustment descriptions
Special Characters in POs
Invoice Paid Status filter
Paid Date link in Invoice List
Sheet Group - download CSV
No mechanism for reporting issues with auto sending of invoices
Some detail.
Bullhorn Improvements
Ignore events for entities not subcribed to
Audit history
REST errors updating external commissions
REST integration remove * syntax queries
Some detail.
Timesheet Improvements
Assigning rate template does not update timesheet fields
Timesheet Importer - create additional timesheet
Upload Timesheet Data - works for expenses too
Timesheet Entry - Additional details misaligned
Lock Wait Timeout error when approving timesheet
Some detail.
Profile Improvements
New placement screen - missing custom labels
Placement screen warning improvement - time patterns
Placement - display wrong commission percentage
Worker DOB validation
Profiles > Administrators > CSV
Reporting Improvements
EIR Report - use invoice address in party paid columns
AWR Report Performance
AWR Report fixes
Margin report stackoverflow error
Margin for expenses entered in non base currency
Importing Improvements
Placement imports where participants are not updated lose tags
Holiday accrual rate - Bond Adapt
Contract document - status changeWhen using enhanced PO tracking, there is a new configuration which allows multiple purchase orders to be assigned to placements covering various invoice dates or timesheet/expense periods. InTime will then automatically decide which purchase order to use against an invoice based on the purchase order date parameters.
Send Invoice As Links
You can set your agency to always send sales and pay invoices as links via email regardless of document size. Under System Administration > Invoicing & Payments > Invoicing Options there are three new options available.
Sheet Group CSV output
Sheet group data can be output to CSV from InTime. When downloading data from the Sheet Group Search screen the CSV contains one line per sheet group. When downloading from the Sheet Group View screen the CSV contains one line per timesheet/expense included on the sheet group.
We can now show the specific charge and/or pay rate in sheet group documents rather than just the number of units and rate name, please contact Support if you wish to enable this.
Paid Date Link
The paid date shown in invoice search screens will now link to the relevant payment batch (when logged in as an Administrator user) or the relevant remittance advice (when logged in as a Ltd Co User or Contractor).
Perm Invoice Consolidation
It is now possible to consolidate invoices so that perm timesheets are always invoiced separately to temp timesheets. On the advanced tab of a client's profile, under Allocation of Items to Invoices (consolidation) select Custom from the dropdown. Select Perm from the list of options.
Timesheet Improvements
Timesheet Importer
If you have the "allow Administrators to create additional timesheets in the same period" configuration enabled within your agency (under Timesheet Options), the timesheet importer will allow the user to create an additional timesheet for rows where there is already an existing timesheet and the 'Add data to existing timesheets' checkbox has not been checked. The validation screen will present the user with selection boxes to continue with the import and create a new timesheet.
If the "allow Administrators to create additional timesheets in the same period" configuration is disabled for your agency, the selection boxes will not be available and the time will not be imported unless the 'Add data to existing timesheets' checkbox has been ticked which will add the time to an existing timesheet rather than create a new one.
Upload Timesheet Data
The functionality for uploading a Purchase Order number, Payroll Ref and Freehand ref against timesheets will now do the same for expenses. Please see the below link for further information on how to use this InTime feature.
Upload Timesheet and Expense Data
Profile Improvements
Commissions on Placements
Placement commissions can now be made mandatory, in addition the commission % can be set to always total 100% by default (so that less than or over 100% totals not are allowed). This would only apply to manually created or amended placements in the UI and would not prevent placements being imported without commissions or less than 100% total. Please ask Support to enable this.
Reporting Improvements
HMRC Employment Intermediaries Report
Configuration has been added to use the invoice address in the party paid columns rather than the profile address at the time of the report running. If there is more than one invoice address against a worker due to an update in address during the reporting period there will be one line output per invoice address per worker. Please ask Support to enable this functionality if required.
Margin Report
There is a new Invoice Paid status filter on the margin report.
There are the following 25 new columns available within the margin report;
Last Purchase Exchange Rate Date
Last Sales Exchange Rate Date
Total Charge (GBP)
Margin (GBP)
Total Charge
Sales On Cost 1 Value - Sales On Cost 5 Value
Sales On Cost 1 Code - Sales On Cost 5 Code
Purchase On Cost 1 Value - Purchase On Cost 5 Value
Purchase On Cost 1 Code - Purchase On Cost 5 Code
Additional Improvements
When outputting by CSV on the Payment Generation screen, it only outputs rows which have been selected.
There is a new Client Site filter on the Invoice Generation screen, under the Advanced tab for both pay and sales.
When automatic sending of invoices is enabled, if there is an issue whilst sending the emails this is flagged to a nominated user.
The performance of the AWR Report has been improved.