When you log in to InTime on click on the home button, you will see a dashboard of key indicators relating to the clients, workers, and placements that you are managing. An example is shown below.
Each of the panels in the dashboard are a link to a page which displays the appropriate information.The panels are explained below.
The timesheets and expenses panels show you information relating to recent timesheets. The default is that it only shows timesheets where the end date is within 15 days from the current date. This value can be altered if required as can be seen in the image above whether the time range has been increased to 41 days.
Timesheets
Missing: This panel shows the number and value of any missing timesheets. You can click on this panel to be taken to the Finding Missing Timesheets.
Unauthorised: This panel shows the number and value of timesheets that have been submitted but have not been authorised. You can click on the panel which will take you to the timesheet search page which will be populated with the correct date range and timesheet status.
To Sales Invoice: This panel shows the number and value of timesheets which are ready for sales invoicing. Click on the panel to be taken directly to the sales invoice generation screen.
To Self-Bill Invoice: This panel shows the number and value of timesheets which are ready to have self bill invoices generated. Click on the panel to be taken directly to the self bill invoice generation screen.
To Advice Note: This panel shows the number and value of timesheets which are ready to have advice notes generated. Click on the panel to be taken directly to the advice note generation page.
Ready for PAYE: This panel shows the number and value of timesheets which are ready for PAYE processing.
Expenses
Unauthorised: This panel shows the value and number of expense items that are unauthorised. Click on the panel to be taken to the expenses search screen which will be populated with the corresponding values.
To Sales Invoice: This panel applies to clients for whom a client invoice will be created. Click the panel to view all submitted expense claims where the receipt date is within the last 15 days.
To Self-Bill Invoice: This applies to workers or providers for whom a self-billing invoice will be generated. Click the panel to view all submitted expense claims where the receipt date is within the last 15 days.
To Advice Note: This applies to workers or providers who are not set up for self-billing. An advice note is not an invoice, but it itemises all the relevant timesheets and expenses that the worker can base their own invoice upon. Click the panel to view all submitted expense claims where the receipt date is within the last 15 days.
Ready for PAYE: This applies to workers who have been set up as PAYE. Click this panel to display all the expense claims that have been approved, where the expense receipt date is within the last 15 days.
Sales Invoices
To Send: Click this panel to display all client invoices and client credit notes that have been generated but not sent.
To Export: Click this panel to display all client invoices and client credit notes that have been generated but not exported.
Unpaid: Click this panel to display all client invoices and credit notes that have been generated but not paid.
Purchase Invoices
To Send: Click to display the following invoices that have been generated but not sent:
- Self-bill invoices
- Self-bill credit notes
- Non self-bill credit notes
- Advice notes
- Unmatched advice notes.
To Export: Click to display the following invoices that have been generated but not exported. #zzz Why is the list different to the To Send list?#
- Self-bill invoices
- Self-bill credit notes
- Non self-bill invoices
- Non self-bill credit notes
For Payment: Click to display the following invoices that are currently due for payment in your local currency:
- Self-bill invoices
- Self-bill credit notes
- Non self-bill invoices
- Non self-bill credit notes
Contract Documents
For Acceptance: Click to display all contract documents that have been sent to users and have the current status of For Acceptance.
Information Requests: Click to display all contract documents that have been sent to users and are information requests. # zzz Once the user has supplied the information, will it disappear from the list? There's nothing in the filters to suggest it will.#
Expired: Click to display all contract document where the expiry date is today or prior to the current date.
