| InTime V22.01 - Release Notes |
We are delighted to announce our latest release - InTime V22.01
Timesheet Improvements
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Timesheets on Hold
Timesheets can be put on hold with a reason at the time when it is created/edited. When the reason for putting on Pay/Bill on hold is entered, it starts appearing against the specific timesheet. Furthermore, on Hold features can be set at the time of creating placement from where the timesheets and expenses can be put on hold for bill/pay.
Timesheets can be put on hold for pay/sales invoicing with a reason for holding captured against the timesheet This can be applied at client/worker/provider, placement or timesheets level with filters on search screens to filter out those on hold.
Detach Financials on Export (Timesheet Export/Margin Report)for holding captured against the timesheet. This can be applied at placement or individual timesheets level. The individual timesheets or timesheets related to placements on hold can be filtered on search screen with Processing or Billing on hold. Furthermore, setting a client/worker/provider on hold does not prevent the invoicing and payment of timesheets and expenses. It is for filtering purposes only.
Storing Financial Tags on Timesheets/Expenses
A new setting screen > Settings > Stored Timesheet/Expense Values which controls how financial tags are stored against Timesheets and Expenses.
If the Placement Financial Changes setting is set to “Always use current values”, the system will use the current financial tag when a timesheet/expense is exported against it. The timesheet/expense search screens and margin report will filter items based on the current financial tags against placements.
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If set to "When the timesheet is exported", the financial tags saved against the placement at the time of exporting are saved against the timesheet/expense. The timesheet/expense search screens and margin report will filter items based on the stored financial tags against timesheets/expenses not the current placement financial tags.
Timesheet Adjustment improvements:
- Adjustment Wizard filters are consistent across old and new screen versions
- A new “Reason for Crediting” drop-down is available on the Adjustment Wizard when "Process Invoicing" checkbox is ticked. The reasons for crediting are a set list of reasons which can be added/removed as required and are shown on the credit note and adjusted invoice. The "Reason for Crediting" drop-down is also available when crediting an invoice via Sales/Pay > List Invoices > Credit. (I would move this to it's own header above and a screenshot).
InTime to InPay Integration improvements:
Tax Period on Timesheets
When exporting timesheets and expenses to InPay, the current tax/payroll period is captured and stored against the timesheets/expenses and shown in
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the field called "Tax Period". This field can be filtered against in the margin report and timesheet/expense search screen and a new column has been added to the margin report. Please contact support to enable this feature.
Additional
- Timesheet attachment for invoice now displays an Hourly Rate BreakdownAutomatic approval
- rules InTime now allows export of timesheets for leavers to InPay. Contact support to enable this feature.
- Advanced timeout option for timesheets now includes ....XXX "Previously on Approval Route Rules, only expense had the “Submission” option but now it is added for the timesheets as wellA new timesheet option is added in which payment generation screen will select an option by default for not showing the On Hold timesheets/expenses in the list ---- What this is referring to?"From Submission" which was previously only available for expenses
- The Freehand Reference field label for timesheets has been added to the Rename Terms/Labels screen and the field can be viewable to all user types with config
- The Timesheet ID label has been added to the Rename Terms/Label screen
Timesheet importer can now include start/finish times and break duration
Import Improvements
- You can enter negative units on Timesheet imports
- A new import field is added to create umbrella/providers. The column is LCP_PAYMENT_TYPE which refers to the Payment type of the provider
Invoice Improvements
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Reason For Crediting
A new “Reason for Crediting” drop-down is
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Improvements in Reports / Filters:
- Tax Week filter is added to Margin Report screen (Reports > Margin Report > Date Ranges tab) and Tax Period column is added to the results of Margin report.
- DepartmentAnalysis Report and Leaderboard Report – Please contact support to enable or disable this.
- Timesheet End filter is added in Placements, Workers, Consultants, Managers search screens
- Changes in Bank Details of workers are logged separately in History / Audit Report.
Freehand Reference
An arbitrary reference called Freehand Ref is introduced in the system. Freehand feature has been distributed in following areas.
- Added Freehand Ref to invoice consolidation & grouping options
- Customise the Timesheet ID label on timesheet entry, timesheet list and invoice
- Added Freehand Ref as a possible invoice line field, with customisable label
- Configuration to show Freehand Ref to all user types and not just admins & consultants
- Customise the Freehand Ref label on timesheet list and invoice timesheet
- The Signal Timesheet Reference sent to NetSuite will need a custom field & script
- Added freehandRef to the Export.InPay.Payslip.Description placeholders
- Added start / finish times to timesheet import fields
- Added break duration decimal to import script
Rolled-Up Holiday - InTime Scheme
InTime currently does rolled up holiday by deducting the holiday from total rate. This change is to make the rate the unrolled-up rate with holiday added in top.
True Rolled Up Holiday checkbox is added.
Other Improvements:
Pay Review Date for AWR Comparators
Pay Review Due checkbox is available on the Adjustment Wizard when "Process Invoicing" checkbox is ticked. The reasons for crediting are a set list of reasons which can be added/removed as required and are shown on the credit note and adjusted invoice. The "Reason for Crediting" drop-down is also available when crediting an invoice via Sales/Pay > List Invoices > Credit.
Additional
- When creating invoice adjustments, the pay element to be used can be specified using the new Pay Element drop-down.
- Payment application approvers with email addresses containing apostrophes no longer causes InTime errors
- When updating a purchase order number via the "Update PO" button on the List Invoices screen, this will be logged in the invoice history
- VAT and Company numbers are now captured and stored against invoices/credit notes upon creation. Any changes made to these numbers on entity profiles will not affect previously created invoices.
- New Lloyds payment file format available
- Advice Notes can be generated for non self bill LTD workers when the agency is set to “Allow PAYE deduction to be deducted from self-bill”
- The "Only Show Invoices Due" option on the payments generation screen was not correctly defaulting to being ticked. This has now been fixed. This means that, by default, only invoices that are due for payment will show for payments generation. To generate payments for invoices that are not due yet, you should untick this box.
Reporting Improvements
- DepartmentAnalysis Report and Leaderboard Report is now accessible without errors when enabled
- Partial week timesheets are now included within the missing timesheet report
- Timesheet End filter has been added to the Placements, Workers, Consultants and Managers search screens
- Changes of bank details for workers are logged separately in the History tab on the profile and the Audit Report
- Pay Review Due checkbox has been added on the AWR Report/Comparator search screen
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- . When the checkbox is ticked
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- it will filter out the results
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- where the Pay Review Due
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- has already passed
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Number Ranges - Max Length of Padding Attribute
Updating the max length attribute on the “padding” input so it can’t be set to an integer greater than 20. If set above integer value greater than 20; the system will show an error.
Additional
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- Advice Notes are generated for LTD workers when agency is set to “Allow PAYE deduction to be deducted from self-bill”
- Syncing of holiday schemes from InPay to intime is now enhanced.
- Workers are now allowed able to edit personal and bank details via mobile appCreating a provider/umbrella without payment type will add a default payment type value set in configuration.InTime Mobile
- Communications for perm placement are always disabled when created via import
- Data segregation now ignores any deleted placements and returns the correct timesheets/expenses to users
- A default payment type for providers can now be set, please ask Support to enable this if required
- The "Send Approval Reminder" button on the manager search screen now correctly sends reminder emails
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