| InTime V21.04 - Release Notes |
We are delighted to announce our latest release - InTime V21.04
Invoice Improvements
Adjustment Invoices on Timesheets (IN-1292)
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Perm Credit Note affect on Timesheet
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Worker Name on Payment Generation Screen (IN-1357)
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There are system settings available to determine whether a perm timesheet is deleted or not as part of the crediting process. Please contact support to enable the appropriate solution for your agency.
Additional
- The view button post generation of self bill invoices now pre-loads the appropriate results when clicked
- When generating a credit note, the entered date is now used as the document date rather than ignored
- Improvements Improvements have been made to the layout of invoices to handle long rows of invoice data within the invoice breakdown
- When generating a client self bill invoice, the invoice number field is mandatory. When generating a client self bill credit note the invoice number field is optional, if left blank the system number range will be used
- When generating an invoice without previewing first, the correct VAT rate is used
- Negative expense items are now included in Sheet Group invoicesVAT is calculated correctly against negative value supplier invoices/advice notes when the VAT rate is not 0
- Additional information such as Worker Name can be output on the generation screen. Please ask the Support team to enable this for you.
Timesheet/Expense Improvements
Change Invoice Status
You can now change the invoicing status of timesheet shift as well as the timesheet status via the Change Status
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Managers approving Timesheet/Expenses for other Clients (IN-1466)
XXXXX button (which is available to any admin users with write all timesheet user role). This allows you to mark shifts as requiring invoicing, not requiring invoicing/invoiced or written off. Using this function instead of the write off screens allows you to mark a shift/timesheet as not requiring invoicing but the shift values will still appear in the margin report.
Timesheet Entry - Previous/Next Periods
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When creating and viewing timesheets, there are now 'Previous Period' and 'Next Period' buttons which allow for easy movement between weekly/monthly periods.
Additional
- Unexported expense items are now returned on the export search screen when items on the same claim are already exported
- Marking a timesheet as exported updates the modified date in the databaseTimesheet shift rounding has been improved to ensure consistency
- The "Split any hours over a daily threshold into another shift" placement filter now applies correctly to timesheets
- There are two new options available for expense import format - Claim Currency and Shift/Expense PO Number
Reporting Improvements
New field on Custom Report
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Additional Improvements
There is now a 'Queried' count for the contract document dashboard widget.
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Consultant Commission and Own Commission Reporting
On the margin report there is a new search field called 'Commission Consultant' on the financials tab. This allows filtering to a specific consultant where they have commission set against a placement.
For consultants with read all timesheet user roles, when they previously ran a margin report it would return all items not just items for which they are commission consultants for. They can now run a margin report which only returns items where they are commission consultant using the 'Own Commission Only' filter on the main filters tab.
Additional
- The 'Processing On Hold' filter is now available on the margin report
- The print detailed report button no longer produces an error when timesheets are at approved status
- When outputting by shift on the margin report, shift comments are now shown
- Searching for timesheets by invoice number no longer produces an error
- Sorting issues have been fixed for search screen and margin report
- Improvements made to margin report search criteria (paid status, invoice generated and invoice sent)
- Searching for workers by VAT code no longer produces an error
Contract Document Improvements
Withdrawn Documents
When searching for contract documents (via Compliance > Current Documents) there is now a document status option of 'Withdrawn'. This allows users to view documents which have been assigned and subsequently withdrawn from workers, placements, clients.
