Over the coming weeks we will be deploying our RSM InTime Release V23.01. If you are a user of RSM InTime you will see the blue banner message appear
Over the coming weeks we will be deploying our RSM InTime Release V23.01. If you are a user of RSM InTime you will see the blue banner message appear on your homepage once the release is available to you.
Listening to our users is important to us, and therefore we hope that you find these changes useful, and they help streamline your business processes. We always value feedback, so please contact account management if you wish to discuss anything further.
All previous release notes can be found here: RSM InTime release notes.
Anchor Back to the top Back to the top
Key highlights
Payment reporting- The ability to You can now build and save a report BACS filter options within the generate payment screen
Multi-factor authentication - Additional security for InTime
Placement error adjustments - The ability to move timesheets from one placement to another screen, allowing you to easily generate your payment batches with specific parameters.
Original references on adjusted timesheets - You now have the option to automatically copy freehand and payroll references, as well as purchase order numbers within the timesheet adjustment wizard.
New features:
Original payroll & freehand references on an adjusted timesheet
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Filter by multiple financial tags
Improvements:
Invoicing:Bespoke invoice export performance; invoice dates and due date calculations; invoice date range performance within the margin report; invoice paid date filters on list advice notes screen; exporting invoices when sending is in progressin progress; CSV by invoice in payment batch screen for international workers
Rates: adapt integration: pay rates; editing rate templates
Timesheets: timesheet importer & placement end dates; adjustment wizard and on-costs;missing timesheet widget update adjustment wizard and rate effective dates
Expenses: manual date entry against expenses; expense filter in exporting screen; expenses within milestone consolidation
RSM InTime and PAYE module integration: NI table letter for reinstated workers; payslip download through RSM InTime
Changing purchase order values
Audit messages for user's login
New features details
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You can now build and save a payment generation structure within the payment screen. This works the same way as reporting building within the margin report. This will allow you to set parameters that are always used to run a selection of purchase invoices and credits for payment generation. This is useful if you have multiple separate payment generations to run, due to differing bank accounts, currencies, or financial tags. While this option will be available for everyone, you can choose to make it mandatory to run a report before payment generation. If you would like to have the mandatory option applied, please speak to support to set this against your agency.
How to set the parameters
Firstly, select the filters you wish to apply to the report, you can use other tabs such as references and financials.
Once you have selected all your filters, go to the saved reports tab. Give the report a name, and using the tick boxes you can choose if this report can be viewed by others. Click create new report. This will save the report and it will appear in the list of reports. To view the results, click search.
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You can now set the timesheet adjustment wizard to copy the payroll and freehand ref fields from the original timesheet. Previously the fields were empty, allowing you to enter the data against the adjust timesheet. Now you can set the option for it to always copy the reference from the original timesheet. Go to the system configuration cog in the top righthand corner, and within the timesheet section, click on timesheet options. There are now 2 additional dropdowns one for payroll and one for the freehand reference allowing you to select yes to copy the references to the adjusted timesheet.
If a payroll or freehand ref exists on the original timesheet, it will be populated within the adjustment wizard and greyed out. If there is no reference applied to the original timesheet, the fields will be blank and allow you to enter a reference.
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Following on from our last release, we have added another dashboard to our RSM InTime mobile functionality, you will now be able to review existing holiday claims. Your dashboard will show the number of claims within each status.
When clicking on a status, the heading will expand showing the detail of the holiday claim, within submitted claims you will have the ability to edit the claim. CHECK CANNOT CREATE A NEW CLAIM??
Go to RSM InTime mobile for further information on how this feature works. If you would like to have this enabled, please contact support.
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We have added additional fields to our custom reports module, allowing you to now report on placement sales invoice and pay invoice contact override.
Our custom report module has two features. Firstly, we can enable the standard module which provides you with a suite of reports set as default. You can run these reports at any point of your processing and export to CSV. Alternatively you can create your own reports, this allows you to select a variety of columns, order the data, and set parameters to limit the data returned such as type of employee, or date thresholds.
This module is subject to an additional charge so please contact account management or support should you wish to enable this functionality.
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We have added 2 additional functions within our web services.
You will now be able to update filters within the advanced tab on a placement, when creating or updating a placement.
You can also update the shift: hoursWorked field when creating or updating a timesheet.
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This new feature forms part of our time patterns and filters module. You will now be able to view pre-submission shifts (e.g., before overtime rules applied) on the timesheet screen. They will be displayed exactly as entered but greyed out and will not contribute to the pay/charge/unit totals. This will be shown on a tab called pre-filter shifts.
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You can now filter on multiple financial tags within search screens, this is available anywhere that has the financial tab. The single dropdown list will be replaced with multiple dropdown list allowing you to select up to 10 tags within a sector. Simply click in the dropdown select each option. If you wish to remove any, click on the white cross within the name on the tag.
If you do not have this function in your agency, please contact support who can switch this on for you. Financial tags allow you to create additional filters and apply these against entities and can help with grouping for processing your timesheets and invoices, and for reporting structures.
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You can now use multi-factor authentication for RSM InTime. The two-steps verification means users will enter their login details, and then be required to enter a 6-digit verification code generated by mobile authenticator app. This can be applied to the agency as a whole so all users will be required to use it, or applied to individual users? For full details go to multi-factor authentication.
SCREENSHOT OF WHERE TO APPLY.
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This function will give you the ability to move timesheets from one placement to another. This works in a similar way to the timesheet adjustment wizard function, whereby you will have the ability to process the invoicing automatically and select a reason for crediting. You can also select whether it affects pay or charge or both. For full details on how to use this function go to placement adjustment wizard.
Improvement details
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Previously you may have experienced an issue with linking your social media pages to RSM InTime. This will now work as expected. Adding social media links will show the relevant icons in the bottom righthand corner of the screen. When users click on the icon, they will be directed to the relevant social media page.
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We have improved our custom invoice export function, reducing the time it takes to export your selected invoices and being able to view the batch within your invoice export menu option.
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When changing the invoice date within the preview panel, you may have noticed that the due date did not recalculate to the new invoice date. This will now work as expected.
...
You will now be able to use the invoice paid date filter within the list advice note screen. The paid date will be either; the generate payment date, if you pay from RSM InTime. Or if you mark invoices as paid within RSM InTime, the date you marked the invoices as paid.
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We have improved the performance of the margin report when using the invoice date range search. You will now notice a reduction in the time it takes to return results.
...
You will now see a meaningful error message if you try to export invoices while they are sending or try to send invoices while exporting is in progress.
When trying to export you will see the error message appear in the top righthand corner within a red box. When trying to send you will see an email failed message within the sending progress screen, when you click on the amber warning, you will see the details of which items failed due to currently being exported.
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We have changed the way the integration reads the information from Adapt. Previously placement information was read before worker details. For example, if the worker type is PAYE different rates are required, especially if InPay is connected to RSM InTime. Now the mapping will allow all other entities to be read before the placement information, so the correct rates will be matched. For more information about RSM InTime and Adapt integration click here.
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Rate templates allow you to create a set of rates that can be applied to a placement, these templates are client specific. Previously when updating a client name within the rate template, this may not have updated after saving. This will now work as expected.
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If you are using RSM InTime's timesheet importer function, you may have noted that shifts that were dated after the placement end date were not being highlighted in the upload timesheet data screen. While the data was not uploaded, there was no validation error, this has now been resolved.
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When using the timesheet adjustment wizard for timesheets with on-costs, you may have seen an error message and the adjustment would fail. This will now work as expected. I'm assuming this is the change, and it should work normally.
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The missing timesheet widget on the home screen dashboard has been updated to no longer show deleted timesheets. Previously the number shown on the dashboard included deleted timesheets, but when searching for missing timesheets the number would exclude deleted timesheets.
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When using the date picker within the create expense screen, dates that are unavailable are greyed out. Manually entry will now mirror this, and you will be prevented from typing any receipt date that is not selectable via the date picker.
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When using the expense ID filter within the timesheet export screen, you may have had other timesheets/expenses items returned within your search. This filter will now work as expected, only returning the expense items within the ID range you have selected.
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You may have experienced issues when generating self bill invoices that include expenses, if there is a consolidation of milestone applied. This will now work as expected, with both timesheets and expenses showing on invoices.
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You may have noticed on the employment details tab that the NI table letter field is greyed out and cannot be changed, for a PAYE worker has left and come back. We have updated this function, and you will be able to update the field if your worker NI table letter has changed.
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If a payslip included a rate name that contained the & symbol, you may have been unable to download the payslip to PDF. This will now work as expected.
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We have enhanced the download function for margin reporting. You will notice an improvement on the download time, especially if your report has thousands of results.
...
Previously when using the filter for missing bank details set to yes, entities with swift and IBAN details would appear as the sort code and or bank account number where missing. Now, when using this filter set to yes, entities with international bank details completed in full will not show as missing.
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You may have noticed that when updating the hours or amount against a purchase order number that you were unable to remove the value entirely and save successfully. You will now be able to remove the value and save the record with a blank field. Our purchase order numbers functionality has 2 levels: Standard which allows you to create and apply a purchase order number to a placement which will automatically be applied to any timesheets or expenses, this can be activated without charge by contacting support. Or purchase orders numbers enhanced which allows multiple POs to be applied to a placement. The enhanced function forms part of our advanced billing module, speak to the account management for further information.
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If you remove the allow login option for a user, they will be unable to access RSM InTime, and will receive a message advising them that they do not have permission to complete this action. Within the audit history it showed as a successful login with the time and date of the failed attempt. This has now been changed and the audit history will show as username and password do not match. ; expense pdf links on email approval
Performance of reporting: margin report speeds; bespoke invoice export performance
Audit history messaging: audit history for user's login; audit history for limited company names
Pending approvers not showing in timesheet search screens
PO number on shifts for resubmitted timesheets
Payslip download in RSM InTime
Changing purchase order values
New features details
Payment generation reporting Anchor IN1755 & IN1756 IN1755 & IN1756
| IN1755 & IN1756 | |
| IN1755 & IN1756 |
You can now build and save a payment generation structure within the payment screen. This works the same way as report building within the margin report. This will allow you to set parameters that are always used to run a selection of purchase invoices and credits for payment generation. This is useful if you have multiple separate payment generations to run, due to differing bank accounts, currencies, or financial tags. While this option will be available for everyone, you can choose to make it mandatory to run a report before payment generation. If you would like to have the mandatory option applied, please speak to support to set this against your agency.
How to set the parameters
Firstly, select the filters you wish to apply to the report, you can use other tabs such as references and financials.
Once you have selected all your filters, go to the saved reports tab, and enter a name for the report. Using the tick boxes, you can choose if this report can be viewed by other users. Click create new report. This will save the report and it will appear in the list of reports. To view the results, click search.
Original references on an adjusted timesheetAnchor IN-2157 IN-2157
| IN-2157 | |
| IN-2157 |
You can now set the timesheet adjustment wizard to copy the payroll, PO number and freehand ref fields from the original timesheet. Previously the fields were empty, allowing you to enter the data against the adjusted timesheet. Now you can set the option for it to always copy the reference from the original timesheet. Go to the system configuration cog in the top righthand corner, and within the timesheet section, click on timesheet options. There are now 3 additional dropdowns one for each specific field allowing you to select yes to copy the references to the adjusted timesheet.
If any of the references exists on the original timesheet, it will be populated within the adjustment wizard and greyed out. If there is no reference applied to the original timesheet, the fields will be blank and allow you to enter a reference.
New mobile dashboard: holiday claims Anchor IN-1760 IN-1760
| IN-1760 | |
| IN-1760 |
Following on from our last release, we have added another dashboard to our RSM InTime mobile functionality, you will now be able to review existing holiday claims. Your dashboard will show the number of claims within each status.
Click on a status to expand the heading and show the detail of the holiday claim. Exported holiday claims will still be shown to the worker within their approved holiday claim status.
Go to RSM InTime mobile for further information on how workers can use InTime from a mobile device. If you would like to have this enabled, please contact support.
New fields added to custom reports Anchor IN-2146 IN-2146
| IN-2146 | |
| IN-2146 |
We have added additional fields to our custom reports module, allowing you to now report on placement sales invoice and pay invoice contact override.
Our custom report module has two features. Firstly, we can enable the standard module which provides you with a suite of reports set as default. You can run these reports at any point of your processing and export to CSV. Alternatively you can create your own reports.This allows you to select a variety of columns, order the data, and set parameters such as type of employee and date thresholds to limit the data returned.
This module is subject to an additional charge so please contact account management or support should you wish to enable this functionality.
Web services: additional data Anchor IN-2046 IN-2046
| IN-2046 | |
| IN-2046 |
We have added 2 additional pieces of data that be transferred through our web services.
You will now be able to update filters within the advanced tab on a placement, when creating or updating a placement.
You can also update a shift with the hours worked field, when creating or updating a timesheet.
Pre-filter shifts on timesheets Anchor IN-2124 IN-2124
| IN-2124 | |
| IN-2124 |
You will now be able to view pre-submission shifts (e.g., before overtime rules applied) on the timesheet screen. They will be displayed exactly as entered but greyed out and will not contribute to the pay/charge/unit totals. This will be shown on a tab called pre-filter shifts. This tab will only be seen by admins and will be read only. This tab is useful when using time patterns and filters module. The pre-filter shifts tab allows you to view only what the worker has entered before any filter or overtime rule is applied.
Filter by multiple financial tags Anchor IN-1984 IN-1984
| IN-1984 | |
| IN-1984 |
You can now filter using multiple financial tags within search screens, this is available anywhere that has the financial tab. Simply click in the dropdown, and select the tag you wish to use, you can select up to 10 tags within a sector. If you wish to remove any, click on the white cross within the name on the tag.
If you do not have this function in your agency, please contact support who can switch this on for you. Financial tags allow you to create additional filters and apply these against entities and can help with grouping for processing your timesheets and invoices, and for reporting structures.
Improvement details
Invoicing Anchor Invoicing Invoicing
| Invoicing | |
| Invoicing |
Invoice dates and due date calculations Anchor IN-1916 IN-1916
| IN-1916 | |
| IN-1916 |
When changing the invoice date within the preview panel, you may have noticed that the due date did not recalculate accordingly. This will now work as expected.
Invoice paid date filters on list advice notes screen Anchor IN-1942 IN-1942
| IN-1942 | |
| IN-1942 |
You will now be able to use the invoice paid date filter within the list advice note screen. The paid date will be the generate payment date if you pay from RSM InTime. Or, if you mark invoices as paid within RSM InTime, the date you marked the invoices as paid.
Exporting invoices when sending is in progress Anchor IN-1913 IN-1913
| IN-1913 | |
| IN-1913 |
You will now see a meaningful error message if you try to export invoices while they are sending or try to send invoices while exporting is in progress.
When trying to export you will see the error message appear in the top righthand corner within a red box, advising you that invoices are currently being sent. When trying to send you will see an email failed message within the sending progress screen. If you click on the amber warning, you will see the details of which items failed due to currently being exported.
CSV by invoice in payment batch screen for international workers Anchor IN-2213 IN-2213
| IN-2213 | |
| IN-2213 |
Within the payment batch screen, you have the option to click CSV by invoice. You may have noticed that this option fails when downloading invoices for workers with international bank accounts. This will now work as expected.
Rates Anchor Rates Rates
| Rates | |
| Rates |
Editing rate templates Anchor IN-2002 IN-2002
| IN-2002 | |
| IN-2002 |
Rate templates allow you to create a set of rates that can be applied to a placement, these templates are client specific. Previously when updating a client name within the rate template, this may not have updated after saving. This will now work as expected.
Timesheets Anchor Timesheet Timesheet
| Timesheet | |
| Timesheet |
Adjustment wizard and on-costs Anchor IN-2003 IN-2003
| IN-2003 | |
| IN-2003 |
When using the timesheet adjustment wizard for timesheets with on-costs, you may have seen an error message and the adjustment would fail. This will now work as expected.
Adjustment wizard and rate effective dates Anchor 2128 2128
| 2128 | |
| 2128 |
If you are using the effective dates for rates feature, you may have noticed that the adjustment wizard was using the effective rate for the shift date. This will now work as expected and the shift day will remain, and the effective dates will calculate the correct rate in line with the shift date. Effective dates can be used when there is a rate change for pay and/or charge after a specific date. If you want to have this enabled, please speak to support.
Expenses Anchor Expenses Expenses
| Expenses | |
| Expenses |
Manual date entry against expenses Anchor IN-1940 IN-1940
| IN-1940 | |
| IN-1940 |
When using the date picker within the create expense screen, dates that are unavailable are greyed out. The manual entry of a date will now mirror this, and you will be prevented from typing any receipt date that is not selectable via the date picker.
Expenses within milestone consolidation Anchor IN-2153 IN-2153
| IN-2153 | |
| IN-2153 |
You may have experienced issues when generating self bill invoices that include expenses if there is a consolidation of milestone applied. This will now work as expected, with both timesheets and expenses showing on invoices. Milestones can be created with the statement of works feature within the advanced billing module. Speak to account management for further information.
Expense pdf links on email approval
| Anchor | ||||
|---|---|---|---|---|
|
When clients were approving expenses via email, the URL for the pdf of the expenses, may not have downloaded. This will now work as expected. Email approval allows approving managers to approve timesheets and expenses
Performance of reporting Anchor Performance Performance
| Performance | |
| Performance |
Margin report speeds Anchor IN-2052 & IN-2004 IN-2052 & IN-2004
| IN-2052 & IN-2004 | |
| IN-2052 & IN-2004 |
We have enhanced the download function for margin reporting. You will notice an improvement on the csv download time, especially if your report has thousands of results. We have also improved the performance of the margin report when using the invoice date range search. You will now notice a reduction in the time it takes to return results.
Bespoke invoice export performance Anchor IN-2178 IN-2178
| IN-2178 | |
| IN-2178 |
We have improved our custom invoice export function, reducing the time it takes to export your selected invoices and being able to view the batch within your invoice export menu option.
Audit history messaging Anchor Audit Audit
| Audit | |
| Audit |
Audit messages for user's login Anchor IN-1653 IN-1653
| IN-1653 | |
| IN-1653 |
If you remove the allow login option for a user, they will be unable to access RSM InTime, and will receive a message advising them that they do not have permission to complete this action. Within the audit history it showed as a successful login with the time and date of the failed attempt. This has now been changed and the audit history will show as username and password do not match.
Audit history for limited company names Anchor 1131 1131
| 1131 | |
| 1131 |
We have updated the messaging within the audit history. There is now a meaningful message based on the action of whether or not a limited company name has been entered on a worker's record.
Pending approvers not showing in timesheet search screens Anchor 2243 2243
| 2243 | |
| 2243 |
When running searches for submitted timesheets you may have noticed pending approvers not showing. This will now work as expected.
PO number on shifts for resubmitted timesheets Anchor 2056 2056
| 2056 | |
| 2056 |
You may have noticed that Purchase order numbers entered against shifts were removed if a timesheet was resubmitted. This will now work as expected and all PO numbers entered will remain, if a timesheet is reverted and resubmitted.
Social media links Anchor IN-2174 IN-2174
| IN-2174 | |
| IN-2174 |
Previously you may have experienced an issue with linking your social media pages to RSM InTime. This will now work as expected. Adding social media links will show the relevant icons in the bottom righthand corner of the screen. When users click on the icon, they will be directed to the relevant social media page.
Payslip download in RSM InTime Anchor IN-2084 IN-2084
| IN-2084 | |
| IN-2084 |
If a payslip included a rate name that contained the & symbol, you may have been unable to download the payslip to pdf. This will now work as expected.
Missing bank details filter Anchor IN-2055 IN-2055
| IN-2055 | |
| IN-2055 |
Previously when filtering on missing bank details, entities with swift and IBAN details would appear as the sort code and or bank account number where missing. Now, when this filter is set to yes, entities with international bank details completed will not show as missing.
Changing purchase order values Anchor IN-2059 IN-2059
| IN-2059 | |
| IN-2059 |
You may have noticed that when updating the hours or amount against a purchase order number that you were unable to remove the value entirely and save successfully. You will now be able to remove the value and save the record with a blank field. Our purchase order numbers functionality has 2 levels; Standard which allows you to create and apply a purchase order number to a placement which will automatically be applied to any timesheets or expenses, this can be activated without charge by contacting support. There is also our purchase orders numbers enhanced functionality,which allows multiple POs to be applied to a placement. The enhanced function forms part of our advanced billing module, speak to the account management team for further information.