RSM InTime V22.05 Release Notes
Over the coming weeks we will be deploying our RSM InTime Release v22.05. If you are a user of RSM InTime you will see the 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 our Account Management Team if you wish to discuss anything further.
We have made enhancements to 2 of our additional modules, RSM InTime Mobile and our CSV Placement Importer. If you wish to know more about these or any other feature within our release notes, our Account Management Team will be happy to help.
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
Removal of the PIN field on a worker's "My Details" form
New pay and charge columns within the expense search screen
Overtime rules for CSV placement Importers
Freehand and payroll reference fields now available on paper entry timesheets
Margin report to show client self billing and purchase order required columns
Margin report to show hold reason columns
New Ltd Company column added to 2 screens
Stored timesheet and expense properties for financial tags
Email template colour and layout flexibility
New international HSBC BACS format
Overtime rules with 2 period thresholds
Overtime rules with 2 thresholds on a specific day
Improvements:
XSLX timesheet importer improvements
Rate templates with more than 10 rows
Placement end notification emails
Timesheets opened in separate web browsers
Changes to timesheets and placement end dates
Placement invoicing terms for payment application
All placement rates shown within Timesheet Adjustment Wizard
Invoice generation error messages not shown
Validated tick box now audited on profiles
Enhancements:
Removal of the PIN field on a worker's "My Details" form
Our RSM InTime Mobile functionality allows approving managers to approve timesheets with a PIN code on a worker's mobile. We have removed the PIN field within the worker's My Details screen as this is not required by workers. The field will remain for Administrators, Consultants, Managers & LTD Co Users.
If you do not have our mobile functionality enabled, please speak to our Support Team who will activate this for you. Once activated the PIN field will be viewable.
The PIN field can be found by clicking on Your Name - My Account, in the top right-hand corner, and selecting Personal Details. You will then be taken into My Details screen.
New pay and charge columns within the expense search screen
We have provided further information within our expense search screen. Previously the pay and charge columns were the expense claim’s values rather than the amount the worker will be paid, or what the client will be charged. This doesn’t take into account whether the expense type is payable or chargeable.
Now with this feature, four columns have been added to the search results Pay, Pay(Agency Base Currency), Charge and Charge(Agency Base Currency), with Claim Pay and Claim Charge being renamed from the original Pay and Charge columns to help identify what is being paid and charged and what the claim amount is for.
Security Roles for viewing pay and charge rates
Please note: Pay values cannot be viewed by managers and charge values cannot be viewed by workers. These can be controlled within the change role screen when setting up user roles.
Overtime rules for CSV placement Importers
If you have our Time Pattern & Filters module and use our CSV placement importer, you now have the ability to import overtime rules. If you wish to have this field added to your CSV importer, please contact our Support Team.
Time Pattern and Filters allows you to create multiple working patterns helping you to manage shifts and rate changes. If you would like to discuss how this could help you with your business, please contact our Account Management Team.
The Account Management Team can also discuss how to integrate your front office system to RSM InTime streamlining your processes and stop the duplication of work, you can also go to our Integration section in the knowledge base for more information.
To create your overtime rule, go to the System Configuration Cog in the top right-hand corner, and then within the Timesheet section click on Overtime Rules.
Click Create in the top right-hand corner and set up your overtime rule.
When importing use the name of the overtime rule that you wish to apply to the placement. Once successfully imported you will see this rule applied on the Timesheet tab.
Freehand and payroll reference fields now available on paper entry timesheets
You may have seen from our previous release notes the development of our freehand and payroll reference fields on timesheets. These additional fields allow you to enter meaningful references, that can be reported on within your margin report. If you wish to have these enabled, please speak to our Support Team.
We have further developed this feature and you will now see both the Payroll Ref and Freehand Ref fields shown within our paper entry screen.
Margin report to show client self billing and purchase order required columns
We have made further enhancements to our margin report by adding two additional columns: Client Self Billing and Purchase Order Required. If the client isn't set to Self Billing and/or the option of Invoices Require Purchase Order Numbers isn't ticked, then the columns will show No.
If you would like to know more about client self bill invoicing and purchase order numbers, speak to our Account Management Team who will discuss how these, and our advanced billing module can help your business.
How to set the options of client self billing and purchase order numbers required.
Once these functions are enabled for you, you will see the Self Bill and Invoices Require Purchase Order Numbers boxes on the client profile. They will default to no; you will need to tick the options within the client profile to enable them.
Go to Profiles - Clients and select the client you wish to edit. On the Invoicing tab, within Invoicing Details you will see Self Billing and Invoices Require Purchase Order Numbers tick boxes.
Once either option is ticked you will see the margin report will reflect this.
Margin report to show hold reason columns
We have further developed our margin report functionality providing you with greater information regarding pay and/or bill on hold information. Previously you would only see if pay and bill were on hold with a column that said yes or no. Now we have provided 4 additional columns, Pay On Hold Reason and Bill On Hold Reason, both of these columns will show any typed reason by the administrator. You will also see Pay On Hold Reason Code and Bill On Hold Reason Code, these are populated from the dropdown list reasons. For further information on how this can help your business go to timesheets on hold.
Within the margin report you will now see the columns as below.
Administrators can set pay and bill to on hold, with reasons and reason codes in the following places:
Within the placement on the Invoicing Tab, tick Pay On Hold and/or Bill On Hold. You can then enter a reason in the free text field and/or select a reason code from the dropdown fields. These on hold options will be applicable to timesheets and expenses.