| InTime V21.02 - Release Notes |
We are delighted to announce our latest release - InTime V21.02
Invoice Improvements
Statement of Works
Details on statement of works
Application for Payment
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Perm Invoice Crediting
The process of crediting perm invoices has been improved. When a perm invoice is raised, a timesheet is created against it. Previously if the invoice was credited the timesheet remained on the system for invoicing, this will now be deleted upon crediting. Note, this does not apply if a perm timesheet is created as part of your front-office integration.
Adding Payroll Ref to Invoice Adjustments
You can now add payroll references to client and worker invoice adjustments. This can be added at the point of raising the adjustment or via the margin report. If an adjustment is created against a timesheet, the payroll ref of the timesheet will be applied.
Timesheet Improvements
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New configuration available under System Administration > Timesheet Options allows the prevention of timesheets being reverted . The new setting is called Timesheet.MaximumStatusForRevert, enabling by workers or ltd company users. You can also specify at which timesheet status, reverting is no longer allowed. Enabling this will remove the Revert button from the timesheet entry/edit screen once the timesheet status passes the specified status.
Timesheet Importing without Effective Dates
When using the timesheet importer and effective dates are enabled on the system, if a placement has a rate which does not have an effective date against it the importer is now able to process these. Previously the importer would fail with an error in this situation but it will now correctly process and recognise these rates.
Profile Improvements
Negative Rates on Placements
Negative value rates can now be saved against placement profiles.
New Placement Import Fields
Placement import files can now include Rate Effective Dates and the Invoice Requires PO flag on placement. Please ask Support to enable this if needed.
Reporting Improvements
Split Commission Report on Missing Timesheets
Split commission amounts can be reported on for missing (past and future) timesheets. For this functionality to calculate the commission, contracted hours must be entered against the placement profile. The report does not take into consideration effective dates and pre/post AWR rates and will always use the default rate to determine predicted pay/charge totals and the resulting commission. Please ask Support to enable this functionality if required.
Margin Report Improvements
Contracted hours displayed correctly where decimal places are used.
Client site, Client Ref, Consultant Ref and Consultant Name are shown in the margin report.
Additional Improvements
HSBC XML - option to include OIN number and scheme name
Contract Document accepted date is removed when a new version is uploaded
Contract Document history tab has been improved
The Payment Report for international payments now includes a total per currency or one total where single currency is used
Charge Only expenses not submitted by workers are hidden from the workers view
Prevent Placement being included in Missing Timesheet Report
There is a new option available on the Placement profiles under the Timesheet tab which allows you to dictate whether timesheets against the placement are included within the missing timesheets report and widget count on the dashboard. If you are creating a perm placement, the missing time option will automatically be set to exclude upon clicking the 'perm' tickbox.
Profile Improvements
Title on Profile
A new 'N/A' option has been added to the title dropdown on the user profiles for those who don't identify with any of the gender specific titles. These options can be used with InPay integration without any HMRC report implications.
PAYE Starter Declaration changes
The PAYE new starter declaration screen on the worker profile has been updated to include the new Plan 4 student loan.
Payslip Access - InTime Custom payslips
When using InTime Custom payslips, a worker can only access their payslips in InTime if they have the Payslip - Read role. This does not affect systems where InPay payslips are used.
Reporting Improvements
Holiday Claims Screens
For holiday claim approvers and admin users there is a new search filter for the worker payroll.
Margin Report Improvements
The pay, charge and total values on the margin report are all converted consistently across all output options.
CIS and IR35 worker timesheets are shown with the correct Invoiced Pay Net and is not double up after exporting and syncing from InPay.
There are new configuration options to; control how contributions are proportioned (e.g. only to InTime items), allow ERNI to be calculated against holiday and estimate the employer pension where InPay isn't linked to the InTime agency.
Additional Improvements
Improvements to CSV output against report/search screens have been made to ensure data is correct
Contract document warnings shown to contractors have been improved