InTime V21.04 Release Notes

We are delighted to announce our latest release - InTime V21.04

Invoice Improvements

Perm Credit Note affect on Timesheet

There are system settings available to determine whether a perm timesheet is deleted or not as part of the crediting process. Please contact support to enable the appropriate solution for your agency. 

Additional

• The view button post generation of self bill invoices now pre-loads the appropriate results when clicked
• When generating a credit note, the entered date is now used as the document date rather than ignored
• Improvements have been made to the layout of invoices to handle long rows of invoice data within the invoice breakdown
• When generating a client self bill invoice, the invoice number field is mandatory. When generating a client self bill credit note the invoice number field is optional, if left blank the system number range will be used
• Negative expense items are now included in Sheet Group invoices
• Additional information such as Worker Name can be output on the generation screen. Please ask the Support team to enable this for you.

Timesheet/Expense Improvements

Change Invoice Status

You can now change the invoicing status of timesheet shift as well as the timesheet status via the Change Status button (which is available to any admin users with write all timesheet user role). This allows you to mark shifts as requiring invoicing, not requiring invoicing/invoiced or written off. Using this function instead of the write off screens allows you to mark a shift/timesheet as not requiring invoicing but the shift values will still appear in the margin report. 

Timesheet Entry - Previous/Next Periods

When creating and viewing timesheets, there are now 'Previous Period' and 'Next Period' buttons which allow for easy movement between weekly/monthly periods. 

Additional

• Unexported expense items are now returned on the export search screen when items on the same claim are already exported
• Marking a timesheet as exported updates the modified date in the database
• The "Split any hours over a daily threshold into another shift" placement filter now applies correctly to timesheets
• There are two new options available for expense import format - Claim Currency and Shift/Expense PO Number

Reporting Improvements

Consultant Commission and Own Commission Reporting

On the margin report there is a new search field called 'Commission Consultant' on the financials tab. This allows filtering to a specific consultant where they have commission set against a placement. 

For consultants with read all timesheet user roles, when they previously ran a margin report it would return all items not just items for which they are commission consultants for. They can now run a margin report which only returns items where they are commission consultant using the 'Own Commission Only' filter on the main filters tab.

Additional

• The 'Processing On Hold' filter is now available on the margin report
• The print detailed report button no longer produces an error when timesheets are at approved status
• When outputting by shift on the margin report, shift comments are now shown
• Searching for timesheets by invoice number no longer produces an error
• Sorting issues have been fixed for search screen and margin report
• Improvements made to margin report search criteria (paid status, invoice generated and invoice sent)
• Searching for workers by VAT code no longer produces an error

Contract Document Improvements

Withdrawn Documents

When searching for contract documents (via Compliance > Current Documents) there is now a document status option of 'Withdrawn'. This allows users to view documents which have been assigned and subsequently withdrawn from workers, placements, clients.