RSM InTime V25.01 Release Notes
- Hitesh Sud
Introduction
Over the coming weeks we will be deploying RSM InTime Release V25.01. If you are a user of RSM InTime you will see a 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
Web services v3.14: Web services v3.14 introduces several updates, including a new method to create or update timesheets, the ability to search for timesheets or expenses using custom text 1-5 as search criteria, and the capability to set role levels for all user types. We recommend updating to the latest version to take advantage of these new features.
Generate Bacs file for cheque payments: We have introduced a new feature that allows creation of a CSV payment file for cheque payments from the generate payments screen.
New features
Ability to create payment (CSV) file for cheque payments
Added provider bank details to the custom report module
Advice note acceptance date on advice notes and invoice search
Allow manual export of invoice payment status updates to NetSuite
Enhancements
Renaming custom text labels in margin report
Error notifications for holiday claim export failures (automatic export)
Improvements in invoice generation for third-party on-costs
Correct tax code assignment during employee reinstatement
Improvement in application of overtime rules in placements
API integration with Access Financials
New Feature Details
Ability to create payment (CSV) file for cheque payments
You can now create payment (CSV) file for cheque payments from the pay -> generate payments screen. We have introduced an only show invoices for cheques flag on the generate payments screen. When this flag is selected, the search only shows invoices that have either provider or worker payment types as cheque.
On the generate payments screen, you can create CSV payment file by providing description and reference, and then clicking generate Bacs file.
Added provider bank details to the custom report module
We have added provider bank detail fields, bank account name, bank account number, sort code, swift code, IBAN number, building security roll number to the custom reports module.
Please note that custom reports is an additional module. If you would like to know more about purchasing the module, please contact our account management team.
Advice note acceptance date on advice notes and invoice search
We have introduced a new advice note accepted date filter in the pay → list advice notes and pay → search invoices screens. Users can filter advice notes and invoices based on the acceptance date, making it easier to find recently accepted invoices. We have also added the advice note accepted date column to the search results table.
Allow manual export of invoice payment status updates to NetSuite
If you are using NetSuite accounting software and integrated with RSM InTime, we have introduced a new export NetSuite payment status button on the payment batch screen. By clicking this button, you can manually export the purchase invoice payment status updates to NetSuite. This is useful for agencies that want to manage the timing of status updates separately from payment batch creation. Previously, the system automatically exported the payment status updates to NetSuite when creating a payment batch. Please contact support to enable the ability to manually export payment status updates to NetSuite.
To know more about integrating accounting software packages in RSM InTime, go to exporting to accounts system.
Web Services V3.14
We are pleased to announce the release of web services v3.14. Updating to this latest version is highly recommended to take advantage of the new features. The upgrade includes the following changes:
Changed datatype of placement.allowPAYERechargeOnLtd to int.
Added Timesheet.submissionReason to timesheet get, create, and update methods.
Proper error reporting while reading a placement via web services when placement has a commission split and the username of the associated consultant has changed.
Error message fix when creating a provider with no name set.
New method CreateOrUpdateTimesheet that takes in a single timesheet instead of an array.
Ability to set role levels for all user types.
Ability to search for timesheet or expenses through web services with custom text 1-5 as a search criteria.
Enhancement Details
Renaming custom text labels in margin report
We have renamed the shift/expense custom text labels (1-6) to sheetline custom text(1-6) in the margin report.
Error notifications for holiday claim export failures (automatic export)
We have extended our ability to display error notifications for holiday claim export failure to claims that are automatically exported after approval. When a holiday claim export fails, an error message is displayed on the UI, and a notification with a link to download the error file is available in the top right bell icon. For more information, refer to error notifications for holiday claim export failures (RSM InTime V24.08 release notes).
Improvements in invoice generation for third-party on-costs
The third-party purchase on-cost invoice will now follow the invoicing process of third-party providers. If the third-party provider is self-billed, the generated invoice will be a self-bill invoice. If the third-party provider is not self-billed, an advice note will be generated.
Correct tax code assignment during employee reinstatement
When an InPay-linked worker is reinstated, the correct tax code is now determined by InPay. Previously, when an employee was reinstated for a new term of employment after being disconnected from the RSM InTime system, the system retained the employee's tax code from the previous period of employment, which may no longer be relevant.
Improvement in application of overtime rules in placements
When you apply an overtime rule to a placement, it involves splitting shifts based on thresholds. If your overtime rule is configured as pick rates by pay element and there are multiple rates for a pay element in a placement, the system will select the rate with the same time pattern as the one for the standard pay element, ensuring accurate calculation of overtime pay.
For example, consider a placement set up with the following rates:
Rate Name | Pay element | Time Pattern |
|---|---|---|
Basic | Basic | Day |
Overtime | Overtime | Day |
Double time | Double time | Day |
Basic night | Basic | Night |
Overtime night | Overtime | Night |
Double time night | Double time | Night |
When processing a shift entered as basic night but needing to be split to an overtime rate, the rates would use the overtime pay element and select the one using the night time pattern. This will apply the overtime night rate to the overtime shift (highlighted in the above table).
Please note that time patterns and filters is an additional module. If you would like to know more, please contact our account management team.
API integration with Access Financials
The API integration with the Access Financials system is now available covering sales and purchase invoice export and payment status synchronisation.