RSM InTime V25.07 Release Notes
Introduction
Over the coming weeks we will be deploying RSM InTime Release V25.07. 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 introduced a new timesheet validation rules feature that provides flexible, configurable validation for worker timesheets in RSM InTime. The new feature replaces the existing timesheet validation rules. The existing system remains available but is renamed legacy timesheet validation rules. For more information about the new feature, refer to timesheet validation rules.
Margin reports: We have introduced two new columns, ERNI recharge and pension recharge to the margin reports. The columns are included in total charge calculations and their visibility is based on placement settings.
Web services v3.16: Web Services v3.16 introduces the ability to create projects directly through web services and allows users to set holiday accrual at the rate level on placements. Updating to this version is highly recommended to benefit from these new features.
New features
New timesheet validation rules
Ability to select or deselect rows with warnings on generate screens
New columns introduced in margin reports
New fields added to invoice generation and timesheet export
Ability to edit client invoices from payment applications
Ability to set holiday accrual at rate level on placements
Enhancements
Improvements to payment applications
New column on unauthorised expenses page
New Feature Details
New timesheet validation rules
We have introduced a new timesheet validation rules (system configuration cog → timesheets) feature that provides flexible, configurable validation for worker timesheets in RSM InTime. This feature allows you to enforce business rules and compliance requirements by validating timesheet data at various levels - from individual shifts to entire timesheet periods.
Validation rules are organised into rulesets which are assigned to placements. When a worker submits a timesheet, the system automatically validates it against the rules configured for that placement. For more information, refer to the new timesheet validation rules.
Note that the new feature replaces the existing timesheet validation rules. The existing system remains available but is renamed legacy timesheet validation rules (system configuration cog → timesheets). The legacy timesheet validation rules will be deprecated in future; we recommend using the new timesheet validation rules.
Ability to select or deselect rows with warnings on generate screens
We have enhanced all generate screens (including generate invoices, process self-bill, generate payment applications, and generate advice notes) by adding the capability to select or deselect only the rows that contain warnings. For example, on the generate invoices screen, if the user chooses select all with warnings, all rows with warnings will be selected. If the user chooses deselect all with warnings all rows without warnings will be deselected. These options do not affect the selection status of rows without warnings.
New columns introduced in margin reports
We have added two new columns ERNI recharge and pension recharge to the margin reports. The value of these two columns is included in the total charge of the timesheet or expense in the margin report.
The visibility of these columns is based on the recharge pension or employer NI contributions to this placement's client dropdown list on the placement → advanced tab under the tax & VAT section. The dropdown has options that allow users to choose between no recharge, recharging both ERNI and pension, only ERNI, or only pension. The columns would appear on the margin report based on the selection here. For more information about this placement feature, refer to Improvements to ERNI and pension recharge options in the RSM InTime V24.08 release notes.
New fields added to invoice generation and timesheet export
We have added freehand reference and payroll ref fields to the invoice generation and timesheet export screens.
To enable these fields on the invoice generation screen, set Invoicing.Generation.ShowFreehandRef and Invoicing.Generation.ShowPayrollRef to yes under system configuration cog > invoicing & payments > invoicing options.
No configuration is needed to enable the fields on the timesheet export screen.
Ability to edit client invoices from payment applications
Client invoices generated from payment applications for non self-billing clients can now be edited. Previously, invoices generated from payment applications could not be edited like a client or self-bill invoice.
Ability to set holiday accrual at rate level on placements
We have introduced the ability to set holiday accrual value at the rate level within the placement record. This value can be entered in the newly introduced holiday accrual rate column while editing or creating a placement. Please contact support if you wish to enable this feature.
To add holiday accrual rate, go to profiles → placements. Find the placement in the list and click on edit. On the general tab, scroll down towards the rate section. If the feature is enabled, you can see the holiday accrual rate column towards the end of the table for each rate entry.
The holiday accrual rate can be overridden at multiple levels within the hierarchy. The default rate is established on the holiday scheme itself in InPay. This default can then be overridden at the worker level, at each placement, and at each individual rate. When applying the holiday accrual, RSM InTime searches for the applicable rate, starting from the rate level and progressing up through the hierarchy until it finds an override or reaches the scheme default.
Web Services V3.16
We are pleased to announce the release of web services v3.16. Updating to this latest version is highly recommended to take advantage of the new features. The upgrade includes the following changes:
Ability to create projects via the web services
Ability to set holiday accrual at rate level on placements
Enhancement Details
Improvements to payment applications
Both admin and manager user types will be available simultaneously for selection as approvers when reviewing payment applications under sales → search payment applications. If you would like to enable this feature, please contact support.
New column on unauthorised expenses page
We have added a new pending approvers column to the unauthorised expenses (expenses → unauthorised) page, showing the names of approvers who have not yet authorised the expense.