RSM InTime V25.04 Release Notes
Introduction
Over the coming weeks we will be deploying RSM InTime Release V25.04. 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
Timesheets: We have enhanced the timesheet entry module to easily navigate between placements and automatically move to the next placement after submission.
Invoice payments: We have introduced the ability to generate payments for invoices with either provider or worker payment methods set to CHAPS directly from the generate payments screen.
Web services v3.15: Web Services v3.15 introduces new methods for merging user accounts and expands customization map options. We recommend updating to the latest version to take advantage of these new features.
New features
Timesheets: Enhanced placement navigation in timesheet entry, Hide charge only timesheets from workers
Generate payments for CHAPS payment method
Exchange rate date on process self bill
Import role level for workers, managers, and consultants
Enhancements
Invoices: Client invoice number validation, Updated role requirements for invoice actions and exports, Advice note accepted date for supplier invoices, Improvements to invoice generation for payment applications
Expenses: Improved safeguards for bulk deletion of expenses, Improvements in expense creation, Improvements in expense search for managers
Improvements to holiday claim exports
Improvements in timesheet creation
Improvements to worker data saving
Improvements to the file upload manager
Simplification of write-off timesheet and expense items screen
New Feature Details
Timesheets
Enhanced placement navigation in timesheet entry
We have introduced options to navigate to the next or previous placement on the timesheet entry screen.
Additionally, you can automatically navigate to the next placement upon timesheet submission. To activate this automatic navigation feature, go to the system configuration cog → timesheets → timesheet options section, and set the next.placement.on.timesheet.submission field to yes.
Hide charge only timesheets from workers
You can now hide timesheets created with only charge values and no pay values in the timesheet search for workers. To enable this feature, go to the system configuration cog → timesheets → timesheet options section, and set the hide.charge.only.timesheets.from.workers option to yes.
When this option is enabled, timesheets created for placements with no pay values will not appear in the timesheet search screens for workers.
Generate payments for CHAPS payment method
You can now create payments for invoices that have either provider or worker payment method set as CHAPS from the pay -> generate payments screen.
Exchange rate date on process self-bill screen
We have introduced exchange rate date field on the sales -> process self-bill screen. You can find it in the main tab and on the search results. You can use it to override the exchange rate date used on invoices. Please contact support if you wish to enable this.
Import role level for workers, managers, and consultants
You can now import the role level for workers, managers, and consultants using CSV import. Please contact support if you wish to enable this. When enabled, this change applies to export/import -> import workers, export/import -> import manager, export/import -> import placements.
Web Services V3.15
We are pleased to announce the release of web services v3.15. Updating to this latest version is highly recommended to take advantage of the new features. The upgrade includes the following changes:
Three new methods for combining user accounts are now available. These methods allow users to merge accounts by ID, ref code, or external ID.
Enhanced support for customization maps, including methods to create or update maps, retrieve a map by its ID, or access all available maps.
Resolved issues related to deleted expense templates and submitting expense claims.
New Bacs formats
We’ve developed new citibank Bacs format for Czech Republic (CITIBANK_CDFF) and PTX Bacs format (PTX_2). PTX_2 is base currency Bacs format.
To see samples of these and all the other Bacs formats we have available, go to what payment (Bacs) formats are available?
Enhancement Details
Invoices
Client invoice number validation
We have introduced a warning message to let users know if they enter a duplicate client invoice number in the sales -> process self-bill invoice screen.
Updated role requirements for invoice actions and exports
We have introduced a series of changes related to user role requirements that affect the invoice search screens and the invoice export screen.
Here's a summary of the updated role requirements:
Invoice search screens (sales → list invoices, sales → list credit notes, sales / pay → search, pay -> list invoices, pay -> list credit notes, pay -> list advice notes, pay -> list supplier credit notes)
Send / Send approval request: Requires invoice read and invoice write roles.
Export: Requires invoice read, invoice write, and invoice export roles.
Manual override (Mark as sent, Not sent, Not queued): Requires invoice read and invoice write roles.
Mark as not paid: Requires invoice write and delete payments roles, or the invoice.payment.locked.status config enabled if delete payments role is not assigned.
Mark as exported / not exported: Requires invoice read, invoice write, and invoice export roles.
Import/Export -> Invoice exports
Access to the invoice exports screen no longer requires the invoice export role.
The invoice exports screen and recreate file button on this screen is now visible to all users with the invoice read role.
For complete list of role requirements, refer to role permissions.