Over the coming weeks we will be deploying our RSM InTime Release V23.01. 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 streamline your business processes. We always value feedback, so please contact account management if you wish to discuss anything further.
All previous release notes can be found here: RSM InTime release notes
Key highlights
DETAILS HERE - Payment reporting. The ability to build and save a report within the generate payment screen
DETAILS HERE - Further mobile enhancements - Holiday claims
New features:
Original payroll & freehand references on an adjusted timesheet
New mobile dashboard: holiday claims
New fields added to custom reports
Improvements:
Expenses within milestone consolidation
New features details
Payment generation reporting
You will now have the ability to build and save a payment generation structure within the payment screen. This works the same way as reporting building within the margin report. This will allow you to set parameters that are always used to run a selection of purchase invoices and credits for payment generation. This is particular useful if you have multiple separate payment generations to run, due to differing bank accounts, currencies or financial tags. While this option will be available for everyone, you can chose to make it mandatory to run a report before payment generation. If you would like to have the mandatory option applied please speak to support to set this against your agency.
How to set the parameters
Firstly select the filters you wish to apply to the report, you can use other tabs such as references and financials.
Once you have selected all your filters, go to the saved reports tab. Give the report a name, and using the tick boxes you can choose if this report can be viewed by others. Click create new report. This will save the report and it will appear in the list of reports. To view the results click search. For full details go to LINK
Original payroll & freehand references on an adjusted timesheet
You can now set the timesheet adjustment wizard to copy the payroll and freehand ref fields from the original timesheet. Previously the fields were empty, allowing you to enter the data against the adjust timesheet. Now you can set the option for it to always copy the reference from the original timesheet. Go to the system configuration cog in the top righthand corner, and within the timesheet section, click on timesheet options. There are now 2 additional dropdowns one for payroll and one for the freehand reference allowing you to select yes to copy the references to the adjusted timesheet.
If a payroll or freehand ref exists on the original timesheet, it will be populated within the adjustment wizard and greyed out. If there is no reference applied to the original timesheet, the fields will be blank and allow you to enter a reference.
New mobile dashboard: holiday claims
Following on from our last release, we have added another dashboard to our RSM InTime mobile functionality. You will now have the ability to review existing holiday claims. Your dashboard will show the number of claims within each status.
When clicking on a status, the heading will expand showing the detail of the holiday claim, within submitted claims you will have the ability to edit the claim.
Go to RSM InTime mobile for further information on how this feature works. If you would like to have this enabled please contact support.
New fields added to custom reports
We have added additional fields to our custom reports module, allowing you to now report on placement sales invoice and pay invoice contact override.
Our custom report module has two features. Firstly we can enable the standard module which provides you with a suite of reports set as default. You can run these reports at any point of your processing and export to CSV. Alternatively you can create your own reports, this allows you to select a variety of columns, order the data, and set parameters to limit the data returned such as type of employee, or date thresholds.
This module is subject to an additional charge so please contact account management or support should you wish to enable this functionality.
Improvement details
Social media links
Previously you may have experienced an issue with linking your social media pages to RSM InTime. This will now work as expected. Adding social media links will show the relevant icons in the bottom righthand corner of the screen. When users click on the icon they will be directed to your social media page.
Expenses within milestone consolidation
You may have experienced issues when generating self bill invoices that include expenses, if there is a consolidation of milestone applied. This will now work as expected, with timesheets and expenses showing on invoices.
Bespoke invoice export performance
the important part is that the time from clicking "Export" to the batch being available to download has been reduced.
Web services
Allow read back and update of Placement "Filters" when creating or updating a Placement through the API. (these are accessible from Advanced tab in the UI).
Allow update of the Shift "hoursWorked" field when creating or updating a Timesheet through the API.