Over the coming weeks we will be deploying our RSM InTime Release V23.04. 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 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
EVERYTHING APART FROM THE START OF SENTENANCES MUST BE IN LOWER CASE, EVEN NAMES OF COLUMNS OR MODULES. BOLD ALL MODULE NAMES EVEN IF NOT LINKED.
Useful links are:
Key highlights
Heading in paragraph, bold & grey- BRIEF DESCRIPTION ON BENEFIT OF THE ITEM
Heading in paragraph, bold & grey - BRIEF DESCRIPTION ON BENEFIT OF THE ITEM
New features:
Linked with anchors the titles. Group together pieces, invoicing, reporting exporting etc. Look at previous release notes.
Improvements:
Audit history and "switch to" function
On costs for expenses and margin report
PDF generator and provider names
The deletion of clients and providers
New features details
Heading in heading 3 & grey
Subheadings in heading 5 & green.
Use this link in various places allowing users to jump back to the top of the page.
Improvement details
Audit history and "switch to" function
We have improved our audit history messages when using the switch to function. This will now clearly show the name of the administrator, and the person they have switched too as well as the action that has taken place.
On costs for expenses and margin report
The margin report will now show on costs for expenses. Within the margin report are on cost columns, previously this would not show any expenses associated with on costs. The on costs feature forms part of the advanced billing module, the module allows you to perform additional billing processes, such as enhanced purchase order tracking, statement of works and client self bill invoicing. For more information on this module and how it can help, please contact account management.
PDF generator and provider names
Within our enhanced online contracts module and using the PDF editor, you may have noticed the provider's name field populating, even when a provider was not applicable. This will now work as expected.
The deletion of clients and providers
Within our GDPR and data management functionality, a data controller has the ability to soft or hard delete entities and associated data. While deleting client and provider data you may have received error messages and the items would not delete, this will now work as expected. We have also included an additional warning message when choosing the item type of client advising to delete all associated items.