RSM InTime V22.04 Release Notes
Over the coming weeks we will be deploying our RSM InTime Release v22.04. 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 in streamlining your business processes. We always value feedback, so please contact our Client Account Management Team if you wish to discuss anything further.
We have made some enhancements to 3 of our additional modules, Online Contracts and Compliance, Time Patterns and Filters, and our PAYE Module. If you wish to know more about these or any other feature within our release notes, our Client Account Management Team will be happy to help.
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
Holiday Claims: Separating the Approval and Export process
Holiday Claims: The restriction of future dated holidays
On-Costs extended to 4 decimal places
Exporting financial data from RSM InTime to InPay
Pro-Rata filters for monthly rates
Overtime Rules: Period trigger for enabling daily thresholds
Overtime Rules: Separate overtime rates for individual days
Credit reason will now show in Credit Note List
Improvements:
All Perm Placements now default to "Exclude from Missing Timesheet Report
Creating a multiline VAT-Only adjustment Invoice
Warning / Error Message now displays in the new Placement Screen
Timesheet Import - Placements with no effective default rate message
Timesheet Bulk Entry AWR Rate performance
Contract document CSV download performance
HSBC Payment File reference check
Timesheet Status change when additional InPay exports are attempted
Field permission restrictions are removed if there's a validation error
Account number and sort code no longer mandatory when an IBAN number is entered
Hide Pay Rate from the History Tab on a timesheet
Single adjustment invoices without an associated timesheet
Searching within the Invoice Generation screen with zero units on expenses
Currency of a new placement to match the contractor's currency
Online Contracts PDF mail merge for worker associated with a provider
Enhancement Descriptions:
This development forms part of our Online Contracts & Compliance module. The module allows you to send and receive documents to users of RSM InTime and hold specific forms and data in one place. With our enhanced module you can also pull valuable information from RSM InTime into documents. If you are interested in purchasing this module please contact our Client Account Management Team
We have created a new compliance menu option allowing you to easily view your outstanding "Information Requests" and "For Acceptance" documents. Simply go to Compliance in your menu bar, and you will find the new menu option as below.
A new BACS format "Wise Payment format" has been added to the Payment Method options. This can be applied within your System Configuration Page, just click on the System Cog in the top righthand corner of your RSM InTime screen, go to the Invoicing & Payments section, and click on Payment Methods. Within the Base Currency BACS format select WISE_PAYMENT_FORMAT.
The example file looks as below. For further information of all our BACS formats with example files go to our BACS formats page. We encourage you to check with your bank to make sure this is the correct format for you to use.
We have given you the ability to manually approve and export holiday claims separately into our PAYE module. If you are using our PAYE module and wish to have this functionality enabled, please contact our Support Team.
To manage your exporting of holiday claims separately go to your menu bar title: Pay - Holiday Claims, tick the holiday claims you wish to action within the "Select" column and click Export Claims.
Individual Claims can also be exported using the "Export Request" button as below:
Within the Holiday Claims page we have added new columns giving you further information about the processing of your holiday.
The columns are: Exported Date, Exporter First Name, & Exporter Last Name.
Our validations now include a restriction to stop users exporting future dated holiday claims. An error message will be displayed if users try to export claims greater than today's date to InPay using "Export Claims" or "Export Request" buttons.
Our On-Costs feature is part of our Advanced Billing module if you would like this module enabled please speak to our Client Account Management Team.
We have developed on-costs and extended the precision from 2 decimals places to 4. This can be set within all entities where on-costs can be applied, and can be set within Sales and Purchase on-costs. This will then calculate your timesheets and expenses to 4 decimal places. Please note that RSM InTime's invoices and the margin report will still round to 2 decimal places.
We have introduced a new feature allowing you to have different custom text homepages for specific groups of contractors, this gives you greater flexibility on the information you want to provide your contractors with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple bespoke custom text screens.
If you would like this feature enabled please contact support .
How does it work?
Firstly choose a financial tag you wish to use, and set up the values. You can apply a tag value to a custom text contractor dashboard, and then apply the appropriate financial tag value to the contractor as well.
Any contractor with the same financial tag will see the appropriate custom text screen.
The custom text worker dashboards can be deleted or edited. Workers without any financial tags, will get the default worker dashboard without custom text.
For full details go to bespoke contractor dashboards.
If you are using our PAYE Module, we have now given you the ability to align your location/department data from RSM InTime. This information can be updated when your timesheets or expenses are exported, thus streamlining your processes and minimising errors. If you aren't using our PAYE Module and wish to know more the Client Account Management Team will be happy to help.