DOCUMENT CENTRE

Owned by Stuart McKay
Last updated: Jul 26, 2024
4 min read

Your Document Centre support hub

 

Pay and bill

The following page is for RSM Pay and bill clients only.  Software only clients, please visit our software help documentation here.

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Introduction

What is the document centre?

The Document Centre is RSM’s secure platform for uploading and sharing sensitive data. To ensure your security, we ask that you upload all sensitive payroll-related documents to the Document Centre. Additionally, any reports not accessible through RSM InTime will be provided here.

Logging in for the first time

Will I receive a username and password?

No. Our client portal uses a 2-step verification process to register your account.  You will need to follow the "forgotten password" option on the document centre log in page and follow the instructions.

Where can I find the document centre?

You can access the client portal through the the following web address: https://portal.es.rsmuk.com.

Please remember to bookmark the web address for easy access in the future.

What is my username?

Your username is your email address.

Additional Users

How do I set up additional users?

Please email your pay and bill contact with the following information:

  • User Full Name

  • User Email Address

  • If we process multiple payrolls for you, we require the user access level, for example:

    • Provide Weekly and Staff payroll access.

    • If we send payments on your behalf, you should also confirm whether the user should have the authority to approve the release of payments.

Please note: Please ensure any requests come from an appropriately approved contact, otherwise your request will be rejected.

 

Uploading documents

What documents do I need to upload?

Any sensitive document should be uploaded to our secure document centre.  These include items such as new worker HMRC starter declarations, sick notes and Arrestment order notifications.

Can I email documents instead of using the client portal?

No. You should ensure that all documents are uploaded to our client portal.

How do I upload documents?

You can upload documents following the simple steps below:

  1. Log in to the client portal document centre.

  2. From the Menu bar, select “Utilities > Document Centre”.

  3. Under “Services”, select the payroll you are uploading data too. If you cannot see the relevant payroll, your user profile may not have the approptiate permission, you should therefore contact your pay and bill accounts contact.

  4. Select the “Payroll Data” sub-folder for the appropriate week or month from the folder list (the current period should be selected by default).

  5. Using the “FILE UPLOAD” section, upload any relevant documents.

What happens after I upload a document?

Your pay and bill contact will automatically receive a notification alterting them to any documents you upload.

Accessing Reports

What reports are made available here?

Most reports can be obtained through InTime, depending on the service we provide to you, we will also provide the following additional reports:

  • PAYE Report pack (containing all your relevant PAYE reports including any agreed payroll journals)

  • Any agreed accounts invoice exports.

  • Any other ad hoc sensitive data.

How will I know when new reports are available to view?

The client portal will notify you via email of any new documents available to you to view

Please check you user settings notification preferences if you are not receiving any email updates. For more details, please see “my user preference”.

Authorising Payments

Please note - This section is only applicable if we make payments on your behalf from your business bank account.

What are payment authorisations?

On completion of each payroll run, we will submit a list of worker payments to be released through the client portal. These payment requests need to be authorised by you on the portal in order to allow the payments to be released to the bank.

Will I receive a notification to alert advising of any payments needing approved?

Yes. The client portal will notify you via email of any new payment requests.

Please check you user settings notification preferences if you are not receiving any email updates. For more details, please see “my user preference”.

How do I authorise payments?

You will need to be set up as an approved payment authoriser.

Once you receive a payment alert notification via email, you need to log in to the client portal.

Once you have successfully logged in, the client portal will alert you of any outstanding payments. To review and authorise outstanding payments, click on the “Click here to view payments” prompt from the pop up window.

My User Preferences

The user preference settings allow you to manage your communication preferences together with updating your log in authentication method.

How do I access my user preferences?

To access your user settings, you must first log in to the client portal, then select your username > settings at the top right hand side of the screen.

 

Queries/Questions

Who do I contact if I have a payroll question or need to speak to someone?

Your pay and bill executive contact can be contacted on the details below: