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InTime V22.01 - Release Notes

 

We are delighted to announce our latest release - InTime V22.01

Timesheet Improvements

Timesheet/Expenses on Hold

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)

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. 

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:

  • InTime now allows export of timesheets for leavers to InPay
  • When exporting timesheets and expenses to InPay, the current tax/payroll period is captured and stored against the timesheets/expenses and shown in a new 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


Additional

  • Timesheet attachment for invoice now displays an Hourly Rate Breakdown
  • Automatic approval rules 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 well
  • A 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?

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

  • Pay Element drop-down is added to Adjustment Invoice screen. This drop-down is added for both single line and multi-line adjustment invoice screens
  • Updates to PO number using Update PO feature is now logged in history of invoice
  • The clients who will start using new/updated VAT/Company No.; there previous invoices VAT/Company No. will not change.
  • Approver’s email Addresses with apostrophe’s is no longer crashing the page with JavaScript error.


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 added on the AWR Report/Comparator search screen for pay review passed. When the checkbox is ticked; it will filter out the results whose Pay Review Due is already passed.
Note: By default, Pay Review Due checkbox will be unchecked.


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

  • Profiles > Sending Approval reminders emails to the selected manager. Emails received according to the placement templates.
  • Help > Support Portal link from Intime Help dropdown is removed.
  • 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 to edit personal and bank details via mobile app
  • Creating a provider/umbrella without payment type will add a default payment type value set in configuration.

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