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workflow.svgImage Modified 1. Your Workflow Guide (No Front End Integration)

This section will provide instructions on how to generate a permanant invoice through InTime. The workflow below assumes that you have already applied the perm configuration settings here.

If you have CRM/Front end integration with InTime, the core data maybe passed for invoicing. Please refer to section 2 where this is covered.

Generate invoices for all the applicable timesheets

Category

App

Menu

Description

Help

1

Prepare

InTime

Profiles > Clients

Create the client record if it doesn’t exist within RSM InTime.

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2

PreviewGenerate

InTime

Sales > Generate Invoices: Preview

Apply your filter options and click search to return the appropriate timesheets ready for invoicing.

(Check that your invoice consolidations are correct)

Create Perm Invoice

Complete each relevant field and click create. The fields you may need to populate are determined by the perm configuration page, more information can be viewed here.

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?

3

Generate

InTime

Sales > Generate Invoices: Generate Selected

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4

Review

InTime

Sales > List Invoices

Once you have generated your invoicespermanent invoice, InTime will automatically display all the invoices invoice created during the process.Use the filters available on the page to search for specific Invoice batches.

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54

Deliver

InTime

Sales > List Invoices

Set the “Send Status” to “No”. Select all applicable invoices and click “Send”

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workflow.svgImage Modified 2. Your Workflow Guide (Front End Integration)

This section will provide instructions on how to generate a permanant invoice through InTime.

If you have front end integration, placement data may have been passed to InTime ready to generate the invoice. If this is not the case, please refer to section 1.

Category

App

Menu

Description

Help

1

ReviewGenerate

InTime

Timesheets Profiles > Approved

Check timesheets are in and approved

2

Preview

InTime

Sales > Generate Invoices: Preview

Apply your filter options and click search to return the appropriate timesheets ready for invoicing.

(Check that your invoice consolidations are correct)

?

?

Placements

Using the filter search options, set the following and click search:

- Status = “All”

- Perm Placement = “Perm (Not Invoiced)”

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?

2

Generate

InTime

Profiles > Placements

Once the filters are applied. Find the column in the table titled “Perm Invoice” and click create against the relevant placement.

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3

Generate

InTime

Sales > Generate Invoices: Generate SelectedGenerate invoices for all the applicable timesheetsCreate Perm Invoice

Complete each relevant field and click create. The fields you may need to populate are determined by the perm configuration page, more information can be viewed here.

?

4

Review

InTime

Sales > List Invoices

Once you have generated your invoicespermanent invoice, InTime will automatically display all the invoices invoice created during the process.Use the filters available on the page to search for specific Invoice batches.

?

5

Deliver

InTime

Sales > List Invoices

Set the “Send Status” to “No”. Select all applicable invoices and click “Send”

?

faq.256x256.pngImage Modified Frequently Asked Questions

In addition to the above, we have also provided some answers to the most frequent questions asked.

  • How do I generate my credit note adjustments?

Due to the ad hoc nature of credit notes, the process has not been included above. For further details please view the following pages:

- Raising Credit Notes