RSM InTime V24.06 Release Notes
- Hitesh Sud
- Kelly Collins
Introduction
Over the coming weeks we will be deploying RSM InTime Release V24.06. If you are a user of RSM InTime you will see a 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 account management if you wish to discuss anything further. All previous release notes can be found here: RSM InTime release notes.
Key highlights
On-cost functionality: You can now send PAYE workers' on-costs to InPay, affecting payslip and margin reports. For more information, refer to ability to send on-costs for PAYE workers to InPay.
AWR: You can download AWR search report as a CSV file.
New features
Ability to send on-costs for PAYE workers to InPay
Ability to generate invoice for third-party on-costs
Charging employer's NI and pension costs to clients
Purchase order numbers listed via a dropdown list
Ability to download AWR search as CSV
Apply role template to existing users
Enhancements
Documents tab on the placements screen
Improved column sorting on list pages
Improvements to timesheet import preview
Improvements in the payslip synchronization results display
Corrections to calculations for automatic adjustments per timesheet
New Feature Details
Ability to send on-costs for PAYE workers to InPay
We can now send on-costs for PAYE workers to InPay. When you export your timesheets to InPay, on-costs can be included as adjustments and will be available on the payslips generated for the PAYE workers. When the payslip is synced back to RSM InTime, the on-cost affects the margin report’s total cost (GBP) value by replacing any estimated tax and NI with actual values.
To achieve this functionality, changes have been made in the on-cost configuration section under system configuration cog → invoicing & payments.
The apply invoice field has been renamed to destination, and we have added a new option PAYE on margin. When you select the option PAYE on margin, an entry for the on-cost will be included while exporting a timesheet or expense to InPay.
Additionally, we have introduced the new InPay Pay Element field. If you select the option same as shift/expense, the system will use the same pay element as the shift or expense to allocate the on-costs, provided that the pay element exists in your InPay company.
Ability to generate invoice for third-party on-costs
We have extended our ability to invoice sales/purchase on-costs to a third-party client or provider to the timesheet adjustment wizard. When adjusting a timesheet that includes third-party pay or bill on-costs, the on-cost results will be displayed in the margin report after the invoice is processed. For more information, refer to ability to invoice on-cost to third-party client or provider.
Charging employer's NI and pension costs to clients
Agencies can now charge their clients for the national insurance and pension contributions of their employees. These costs are included in the sales invoices. Please contact support if you wish to enable this feature.
The following changes have been introduced in the system:
We have introduced the recharge pension and employer NI contributions to this placement's client checkbox on the placement → advanced tab. You can select this checkbox to enable the feature for specified placements.
We have introduced a new PAYE recharge on LTD filter on invoice, timesheets, and expenses search screens. You can use this filter to display items only for placements that have this feature enabled.
Restricting purchase order list for timesheets and expenses
When creating timesheets or expenses, you can limit the purchase orders that can be entered to those relevant to a specific placement. The limited PO numbers are presented in a dropdown list rather than an autocomplete text box during this process. This dropdown is restricted to the available POs recorded against the placement. POs will only appear in the dropdown if the date of the timesheet falls within the PO’s effective date range. Please note, this feature is not enabled by default, so contact support if you wish to enable it.
Ability to download AWR search as CSV
You can now download AWR search report as a CSV file using the new CSV button.
Please note that the AWR is part of online contracts and compliance module. If you would like to know more about the module, please contact our account management team.
Apply role template to existing users
You can now apply roles of a template to all existing users of the same role level using the new apply to all users button in the role management screen. When you change the roles and click on apply to all users, it will update all profiles with the same role. For example, if you make any changes to the manager.role1 template, and click save and then click apply to all users; all managers with manager.role1 role will inherit the changes automatically.
Web Services V3.13
We are pleased to announce the release of web services v3.13. Updating to this latest version is highly recommended to take advantage of the new features. The upgrade includes support for the new fields introduced for invoicing on-costs for PAYE workers, charging employer's NI and pension costs to clients, and support for updating PO number, payroll ref, attachments, and other editable fields on timesheet, expense, or shift.
Enhancement Details
Documents tab on the placements screen
The documents tab is now available on the new edit placements screen. Previously this tab was only available on the old placement screen. Please contact support if you wish to enable the new placements screen.
Improved column sorting on list pages
We have improved the column sorting functionality on various screens, such as sales → list invoices, list credit notes, pay → list invoices, list credit notes, and list advice notes. You can sort the data in ascending or descending order by clicking on the column header. Columns that are not sortable do not have a sort icon on the column header.
Improvements to timesheet import preview
The total amounts for the pay and charge columns now appear at the bottom of the table.
Improvements in the display of payslip synchronization results
The start time and finish time columns under results will now show dates as well as time stamps after payslip synchronization.
Corrections to calculations for automatic adjustments per timesheet
If the automatic adjustment for a client, provider, or worker is configured as per timesheet, adjustments will be applied only to timesheets and will not be calculated for expense-only invoices.