Paper Matching

In some instances you may need to attach an image or pdf to an approved timesheet in RSM InTime.  For example, this might be a scanned copy of a paper timesheet.

Who can use Paper Matching?

This facility can be used by Administrators and Consultants only.  It is not available on all installations.

The Paper Entry Role is required. 

How do I Match a Document to a Timesheet?

1. From the menu bar, select Timesheet > Paper Processing.
   The Paper Timesheets screen is displayed:
   
    
2. A new file can be added at this stage by clicking the Upload Files button.
3. There is table and radio buttons giving you the ability to filter on to process, rejected or all timesheets. The table provides header columns giving you the name, date, comments, rejected date and rejected by data, allowing you to manage your timesheet data within this screen. 
4. In the top-left pane, click on a file name from the list.  The corresponding document is now displayed in the area below. If you wish to attach multiple items hold Ctrl and click on each item.
5. Find the details of the contractor and the period end from the displayed document.
6. Begin to type the contractor name, client name or placement reference into the Search box as shown below.  RSM InTime will show any approved timesheets matching the information you have entered.  Note that, by default, only timesheets that do not already have a document attached are displayed.  If you wish to see timesheets that already have a document attached, un-tick the Without-Paper tick box.
   
    
   
   
7. Select a timesheet from the list and verify that the details match to the uploaded document.  If the details are correct then you can either:
   1. Click the Match button which will associate the uploaded document to the timesheet and remove it from the Paper Sheets list.
   2. Click the Match and Keep File button which operates in exactly the same way as the Match button but leaves the document in the list so that it can be used with another timesheet.  This is useful if you have one uploaded document that has details for more than one contractor.
8. If you find a timesheet in the list that you never want to attach a document to, you can click on the No Paper button.
9. There is a rejection comment box which will store the comment against the paper if rejected. When this action is used, the person who rejected and the time will be stamped against that attachment, and this will be seen within the table if filtered on.