RSM can provide exports to the following systems. If the samples do not match your requirement or you have a requirement for a format we do not list, please provide us with the import specification from your supplier for evaluation. Any development, amendment and testing work which may be required would be charged on a time cost basis.

Sage Line 50

We conform to the Sage CSV file structure (audit Trail Transactions)

There are various export modes available for Sage 50 as described below. This export provides you with CSV files that can be uploaded into Sage. Where RSM InTime is used to process payments, payment lines will also be included in the export file.

Mode	Description
One line per invoice	Each invoice is exported as a single line.
By Pay Element	One line is exported for each pay element.
By Sheet	One line exported per timesheet or expense item
By Worker	One line exported per worker

Sample RSM InTime Sage 50 export file - sage50_InTimeSample.csv.

Sage 50 Specification:-

RSM InTime Field Mapped		Column	Field	Type	Size	Validation	Precision	Import Type
sc = Client Credit, si = Sales Invoice, pc = Purchase Credit pi = Purchase Invoice, pa = Purchase payment line, pr = Purchase Credit payment line	→	A	Transaction Type	text	2	BP, BR, CP, CR, JC, JD, PA, PC, PI, SA, SC, SI, VP, VR		Standard/Extended
Accounts Ref of the Client/Worker/Provider	→	B	Sales/Purchase/Account Ref	text	8	Look up		Standard/Extended
Sales: Timesheets - Nominal code on the client, Expenses: NominalCode on the expense type Purchase: Timesheet and Expenses Nominal code are on the worker or provider (depending who the invoice is for) Payment lines: value from 'Sage50PANominalCode' config. VAT only invoices value from 'Export.Sage50.VatOnlyNominal' config.	→	C	Nominal Code	text	8	Look up		Standard/Extended
Placement Purchase Cost Centre if it is the same for all placements. Left blank and creates warning if they differ. The value from the placement can be mapped to alternative values with the 'SageDepartmentMapping' config. Value of the 'ConsultantDepartmentNo' Tag on the Placement Consultant. 'ConsultantDepartmentNoOverride' config.	→	D	Department Number	Int	3	1-999		Standard/Extended
Invoice date	→	E	Transaction date	Date	10	Date	Xx/xx/xxxx	Standard/Extended
Invoice number	→	F	Transaction (invoice) ref	Text	30			Standard/Extended
limited to 60 characters	→	G	Transaction detail	Text	60			Standard/Extended
Net amount	→	H	Net Amount	Decimal	11		8 digits + 2d.p	Standard/Extended
Invoice VAT Code. "T" prefix removed if in AccPacc mode	→	I	Tax code	Int	3	T0-T99		Standard/Extended
VAT amount	→	J	Tax amount	Decimal	11		8 digits + 2d.p	Standard/Extended
Exchange Rate between Invoice currency and Base currency	→	K	Exchange rate	Decimal	11			Extended
Blank (COLUMN ONLY APPEARS WITH PROJECTS MODE ENABLED)	→	L	Extra Ref	Text	30			Extended
Blank (COLUMN ONLY APPEARS WITH PROJECTS MODE ENABLED)	→	M	Username	text	32			Extended
Placement Sales Project (COLUMN ONLY APPEARS WITH PROJECTS MODE ENABLED)	→	N	projectRef	Text				Extended
'Export.Sage50.timesheetCostCode' value if configured and exporting a timesheet otherwise the Shift/Expense Item Pay Element Code (COLUMN ONLY APPEARS WITH PROJECTS MODE ENABLED)	→	O	costCode	Text				Extended

If you require the sage 50 exporter to have the projects mode enabled please contact support.

Sage 200

Sample RSM InTime Output File

Sage 200 Specification

Sage 200 Sales Example

Sage 200 Purchase Example

Note: Contained within RSM InTime 4.7.1 revision 35839 and above - The Sage 200 export now supports the following export modes:-

Mode	Description
By Sheet	One line exported per timesheet or expense item
By Pay Element	Once line is exported for each pay element.
By Worker	One line exported per worker
By Rate	One line exported per rate

Default values

RSM InTime Field Mapped		Field	Value	Size	Example

Client/Worker/Provider Accounts Ref	→	AccountNumber	Client Accounts Ref	8	TC0001
Value from 'CashBookAccountNumber' property otherwise "CashBookAcc"	→	cashBookAccountNumber		8
Blank	→	daysDiscountValid		Integer
Blank	→	discountValue		Decimal
Blank	→	discountPercentage		Decimal
Invoice Due Date	→	dueDate		dd/mm/yyyy
Gross amount in Client/Worker/Provider default currency	→	goodsValueInAccountCurrency		Decimal
Gross amount in Agency Base currency	→	saleControlnValueInBaseCurrency		Decimal
Exchange rate between Invoice currency and Agency Base currency	→	documentToBaseCurrencyRate		Decimal
Exchange rate between Invoice currency and Client/Worker/Provider default currency	→	documentToAccountCurrencyRate		Decimal
Invoice Date	→	postedDate		dd/mm/yyyy
Blank	→	queryCode		2
Invoice Number	→	transactionReference	Invoice Number	20	CI-00001
Blank	→	secondReference		20
1 = Sales, 2 = Purchase	→	source	1 = sales, 2 = Purchase	Integer
2 = Payment line, 4 = Invoice, 5 = Credit Note	→	sYSTraderTranType	4 = Invoice, 5 = Credit, 2 = Payment	Integer
Invoice Date	→	transactionDate		dd/mm/yyyy
Blank	→	uniqueReferenceNumber		Integer
Value from 'Sage200UserNumber' property otherwise "123"	→	userNumber		Integer
VAT amount	→	taxValue		Decimal
Blank	→	sYSTraderGenerationReasonType		Integer
Gross amount in Agency Base currency	→	goodsValueInBaseCurrency		13
Net amount	→	nominalAnalysisTransactionValue1		Decimal
Sales: Expenses: Nominal code from Expense Template Timesheets: Client Nominal Code Purchase: Expenses: Expenses Nominal code for Worker/Provider Timesheets: Nominal Code for Worker/Provider	→	nominalAnalysisNominalAccountNumber1	Client Time/Expenses Nominal Code	8	4001
Placement Sales/Purchase Cost Centre if the same for all placements or 'SalesCostCentre'/'PurchaseCostCentre' if all empty.	→	nominalAnalysisNominalCostCentre1	placement Sales CostCentre	3
Placement Sales/Purchase Department if the same for all placements or 'SalesDept'/'PurchaseDept' if all empty.	→	nominalAnalysisNominalDepartment1	placement Sales Department	3
Can be overridden with a script in the 'Sage200TransDetailScript' config.	→	nominalAnalysisNominalAnalysisNarrative1	SI / SC <client name>	60	SI Test Client
Blank	→	nominalAnalysisTransactionAnalysisCode1		20
Blank	→	nominalAnalysisTransactionValue2		Decimal
Blank	→	nominalAnalysisNominalAccountNumber2		8
Blank	→	nominalAnalysisNominalCostCentre2		3
Blank	→	nominalAnalysisNominalDepartment2		3
Blank	→	nominalAnalysisNominalAnalysisNarrative2		60
Blank	→	nominalAnalysisTransactionAnalysisCode2		20
Invoice VAT Code, "T" prefix removed of present.	→	taxAnalysisTaxRate1		Integer
Net amount	→	taxAnalysisGoodsValueBeforeDiscount1		Decimal
0	→	taxAnalysisDiscountValue1		Decimal
0	→	taxAnalysisDiscountPercentage1		Decimal
VAT amount	→	taxAnalysisTaxOnGoodsValue1		Decimal
Blank	→	taxAnalysisTaxRate2		Integer
Blank	→	taxAnalysisGoodsValueBeforeDiscount2		Decimal
Blank	→	taxAnalysisDiscountValue2		Decimal
Blank	→	taxAnalysisDiscountPercentage2		Decimal
Blank	→	taxAnalysisTaxOnGoodsValue2		Decimal

Access Dimensions

If you have Access Dimensions you can benefit from system-to-system (API) integration between RSM InTime and the Access Dimensions platform.

For us to connect to your Access Dimensions system, we need:

You need to purchase the Webservices API module from Access for your Dimensions system.
You need to setup a URL (DNS), secured with an security certificate to access your Dimensions webservice.
We require the below details to connect to your Dimensions system.

RSM InTime Required Information	Access Dimension Values
AccessDimensionsUserID
AccessDimensionsPassword
AccessDimensionsDatabase (you may have multiple databases for separate legal entities for example)
AccessDimensionsSiteReference
AccessDimensionServer
AccessDimensionUserName
AccessDimensionWindowsAuth (This will be a yes or no answer whether your agency required Windows Authentication onto Access systems.)
AcessDimensionsDomain
AccessDimensionsLocation
AcessDimensionsVersion (either 1.3.6 or 1.3.7)

Export to Access Dimensions - Covers Default mapping and typical export errors explained.

Twinfield

Clients who use our Twinfield accounting option benefit from system-to-system integration between RSM InTime and Twinfield.

Xero

Example Output File

Version 1 - Sales Example

Version 1 - Purchase Example

Version 2 - Sales Example

Version 2 - Purchase Example

The AccountCode is set to one value for sales and one for purchase invoices in both files.

The difference between the two versions are the TrackingName1,TrackingOption1,TrackingName2, TrackingOption2

Note: The XERO exporter outputs a line per rate per timesheet on the invoice. This means will have multiple lines for an invoice if it includes multiple timesheets and / or rate on it.

Details of how these are set is below:-

Version 1:

AccountCode = 100 for sales, 200 for purchase

TrackingName1 = Always "Branch"

TrackingOption1 = From placement sales division financial tag

TrackingName2 = Always "Department"

TrackingOption2 = From placement sales department financial tag

Version 2:

AccountCode = 100 for sales, 200 for purchase

TrackingName1 = Always "Client"

TrackingOption1 = From placement sales cost centre financial tag

TrackingName2 = Always "Division"

TrackingOption2 = From placement sales division financial tag

Version 3:

If you need anything other than the two versions above then we would would need to charge time and materials to customise the exporter to achieve your requirements.

Please submit your required accountCode, tracking details and export format, different from above, to us and we can quote to create this for you.

Netsuite

Please see this documentation page: RSM InTIME to Netsuite Integration

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