Over the coming weeks we will be deploying our RSM InTime Release v22.04. 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 in streamlining your business processes. We always value feedback, so please contact our Client Account Management Team if you wish to discuss anything further.
We have made some enhancements to 3 of our additional modules/features, Online Contracts and Compliance, Custom Text, and our PAYE Module. If you wish to know more about these modules our Client Account Management Team will be happy to help.
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
Holiday Claims export: Separating the approval and export process
Holiday Claims: Export to our PAYE Module: Separating the Approval and Export process.
Improvements:
All Perm Placements now default to "Exclude from Missing Timesheet Report" 1877
Creating a multiline VAT-Only adjustment Invoice 1918
Warning / Error Message now displays in the new Placement Screen 1908
Timesheet Import - Placements with no effective default rate message 1910
Timesheet Bulk Entry AWR Rate performance 994
Contract document CSV download performance 1874
HSBC Payment File reference check 1421
Expense Screen Error message 1890
Timesheet Status change when additional InPay exports are attempted 1911
IN - 1682 - Field permission restrictions are removed if there's a validation error YES
IN - 1941 - Hide Pay Rate Audit from Managers who do not have View Pay Rate role YES
Single adjustment invoices without an associated timesheet. 1921
Searching within the Invoice generation with zero units on Expenses 1950
Enhancement Descriptions:
New Compliance menu option
This development forms part of our Online Contracts & Compliance module. It allows you to send and receive documents to all users of RSM InTime, drawing valuable information from RSM InTime into documents, and allowing you to hold specific forms and data in one place. If you are interested in purchasing this module please contact our Client Account Management Team
There is a new Compliance menu option allowing you to easily view your outstanding "Information Requests" and "For Acceptance" documents. Simply go to Compliance in your menu bar, and you will find the new menu option as below.
New BACS format - Wise Payment Output Format
A new BACS format "Wise Payment format" has been added to the Payment Method options. This can be applied within your System Configuration Page, click on the System Cog in the top righthand corner of your RSM InTime screen, then go to the Invoicing & Payments section, and click on Payment Methods. Within the Base Currency BACS format select WISE_PAYMENT_FORMAT.
The example file looks as below. For further information of all our BACS formats with example files go to our BACS formats page.
Holiday Claims: Export to our PAYE Module: Separating the Approval and Export process.
We have given you the ability to manually Approve and Export holiday claims into our PAYE Module. If you wish to have this functionality enabled, please contact our Support Team
You can access this within your menu bar title: Pay - Holiday Claims, tick the holiday claims you wish to action within the "Select" column and click Export Claims. 
Individual Claims also can be exported using the "Export Request" button as below:
Within the Holiday Claims page we have added new columns giving you further information about the processing of your holiday.
The columns are: Exported Date, Exporter First Name, & Exporter Last Name.
Holiday Claim screen: Restrict future dated holiday's from being exported.
Our validations now include a restriction to stop users exporting future dated Holiday Claims. An Error message will be displayed if users try to export claims greater than today's date to InPay using "Export Claims" or "Export Request" buttons.
Bespoke Contractor Dashboards
We have introduced a new feature allowing you to have different custom text homepages for specific contractors, this gives you greater flexibility on the information you want to provide your users with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple custom text screens for various groups.
If you would like this feature enabled please get in touch with our Client Account Management Team.
How does it work?
Custom Text Screen Steps:
Click on the System Configuration Cog in the top righthand corner, within the Appearance panel click on Custom Text
Scroll down to the bottom of the page and select Worker Dashboard under the Dashboard heading. Create your custom text.
If you wish to have the Dashboard widgets available please make sure you enter [summary] below your custom text.
Untick visible to all users and select the appropriate tag value. Click Save Template.
You will see all custom text screens you have set up under the dashboard panel. Any contractor with the same financial tag will see the appropriate custom text screen.
The custom text worker dashboards can be deleted/edited. Workers without any financial tags, will get the default worker dashboard without custom text.
Improvement Descriptions:
All Perm Placements now default to "Excluded from Missing Timesheet Report".
The "Missing Time" field now displays "Exclude from Missing Timesheet Report" option for Perm placements created via UI, Import, or the Create Perm Invoice Screen.
Within your menu bar go to Profiles - Placements - edit a placement - Timesheet Tab. You will see this field.
Creating a multiline VAT-Only adjustment Invoice Linked to client invoice adjustments and needs to be switched on.
If you have the Multiline adjustment function enabled, you are now able to raise a VAT only adjustment invoice. To have this functionality switched on for you please contact our Support Team.
Within Profiles in your Menu bar go to the entity you require, worker, client, provider and use the dropdown next to the edit button and select Adjustment Invoice.
Enter an invoice date and a Description
Choose a Placement but don’t select a Timesheet
Enter 0.00 Net and a non-zero VAT amount (you are able to use negative amounts with a - )
Click Create - This will now go to the invoice list page showing the new adjustment invoice.
Reverting a Timesheet
When saving a Timesheet after reverting and deleting a shift within the Timesheet, you may have noticed an error message displayed as "something went wrong on the server or your session timed out."
We have included a validation for the deleted shift into the auditing process and you will no longer see this message.
Warning / Error Message now displays in the new Placement Screen
When there are blank entries in a filter on a placement an error message will now display, stating there are blank entries.
Timesheet Import - Placements with no effective default rate message. Link to this on the knowledge base?
If you have the function "Effective dates on rates" enabled, you may have noticed an error message of "NullPointerException error" when importing timesheets without an effective default rate. The message will now be displayed as “Placement does not have specified rate” within the Error column. This provides a more meaning full error message.
Timesheet Bulk Entry with AWR Rate performance
You will notice there is an improvement within the Timesheet Bulk Entry screen when uploading placements that require AWR weeks to be calculated.
Contract document CSV download performance
You will now notice an improvement when trying to download to CSV your "For Acceptance" documents with a historic created date within the Online Contracts and Compliance module.
HSBC Payment File reference check
Previously, HSBC Payment files were being rejected by HSBC with an error of "Duplicate file / Interchange". We've introduced validations to ensure uniqueness in the serial number used in the VOL identifier, Payment Batch Reference and File Name. The serial number of the HSBC id uses hhmmss, we are validating if it is used in any of the existing payment generation’s reference, then increment the serial number.
Expense Screen error message
When creating an Expense claim if you deselect the category field, you may have noticed a "Page Not Found Error" message. This has now been updated. You will see the correct error message displayed, and the mandatory fields that are blank will be highlighted in red.
Timesheet Status change when additional InPay exports are attempted
You may have noticed if you attempted to export a Timesheet that has already been exported into InPay, the status of that Timesheet would change from Exported to Approved. This situation can arise when the same timesheet is selected for export in multiple bowser windows or by multiple users at the same time whilst it is still in Approved status.
This has been rectified and the status of the timesheet remains "Exported." You will also receive a notification advising you that you have tried to re-export an exported Timesheet.
IN - 1682 - Field permission restrictions are removed if there's a validation error
When Entity Field Permissions were marked as Read-Only for administrators/consultants; and that specific administrator/consultant tries to update the fields of client/worker/provider/manager/ltdco user. While editing fields e.g., Sort Code, if a user enters more than 6 digits of Sort Code, validation error occurs, the read only fields e.g., email address, were changed to write as well even though Entity Field Permission ensures that those fields are read-only.
After the fix, now if administrator/consultant gets the validation error while editing client/worker/provider/ltd co user. The read only fields will remain as read only fields, it will not change to write fields.
IN - 1788 - Account number and sort code shouldn't be mandatory on self update form if they have an IBAN number
If a worker edits their own bank details, the bank account number and sort code fields are mandatory, but if the worker is international they would have an IBAN number instead. The form is not allowing the worker to enter only IBAN number and Swift Code only.
In order to give workers right to edit their personal details. Following configs must be set.
Batch.Import.PlacementImporter must be blank
User.Mods.Require.Approval must be N
DisableChangeOfBankDetails must be N
After the fix, form should allow either account number and sort code or an IBAN number and Swift code for the users.
IN - 1941 - Hide Pay Rate Audit from Managers who do not have View Pay Rate role
Users who do not have the View Pay Rate role on their change roles screen can see the pay rate details via the timesheet's History tab. e.g. if the worker has a blank draft timesheet saved and then they add their units/hours before submitting this is shown in the history tab for Managers.
This is now fixed and Users who do not have View Pay Rate role cannot view the audit of Pay Rate in timesheet history tab.
Single adjustment invoices without an associated timesheet, and VAT Codes.
When raising a single adjustment invoice without an associated timesheet, you may have noticed that if you have selected a different VAT code to that of the entity, the adjustment invoice displays T1 VAT. This was applicable to Clients, Workers and Providers.
This has now been resolved and the VAT code displayed in single adjustment invoices is the VAT code selected within the adjustment screen.
Searching within the invoice generation with zero units on Expenses
You will now notice an improvement when searching in the Invoice Generation screen, if you had an expense unit as 0 and it has a chargeable type.
Currency of a new placement only defaults to the worker's currency if providers-on-placements is enabled Is this just ERSG or 1 server?
A worker/candidate has a default currency rate as EUR (non GBP); at the time of creating placement when the user selects the worker. The rate section does not change from GBP to EUR. Considering the placements does not have providers section.
This is fixed, now in the placement when the worker with foreign default currency rate is selected, the currency will change from GBP to foreign currency rate.