RSM InTime V24.01 Release Notes
- Kelly Collins
- Hitesh Sud
Over the coming weeks we will be deploying RSM InTime Release V24.01. 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 account management if you wish to discuss anything further.
All previous release notes can be found here: RSM InTime release notes
Key highlights
Web Services- We are pleased to announce we have released V3.9
Invoicing Development - We have further developed our invoicing functionality, from creating warnings for items on hold to additional recipients when emailing invoices.
New features:
Invoicing: Bill on hold warning on invoice generation; CC additional recipients for invoicing
Reporting: Ltd Company column included in CSV; Additional columns and filters in the margin report (new)
Web services: Web services V3.9; Updating expense modified date for invoicing
Password complexity rule change
Ability to attached XLSX files to timesheets and expenses
Improvements:
Audit history: Audit trails for on-costs; Audit history for switched users
Profile entities and modified date
PO transaction values now show to 2 decimal places
New features details
New BACS formats available
In this release we have developed 3 new BACS formats these are: Bank of America XML payment format, Bank of Ireland, & ACH BACS format
To see samples of these and all the other BACs formats we have available go to what payment (BACs) formats are available?
Invoicing
Bill on hold warning on invoice generation
Following on from our pay and bill on hold development, you will now see further detail in the invoice generation screens. If filtering on all, or yes to bill or pay on hold, you will see the detail highlighted in the same way that PO tracking is, with validation warnings.
CC additional recipients for invoicing
Previously, additional recipients for emailing invoices would all receive a separate email. Now you can enable a CC option, so all recipients receive the same email and can see the other recipients.
Go to the system configuration cog in the top right-hand corner and then to invoicing options, within the invoicing & payment section. You will see the below option with a dropdown.
Please note: this is applied to all invoicing. There will be the primary recipient in the To: section and all other additional recipients will be in the CC: section of an email. To add additional email addresses within an entity, simple separate each address with a comma.
Reporting
Ltd Company column included in CSV
We have added the column Ltd Company within the CSV export within pay - list invoices. This is the same column as displayed within the UI.
Additional columns and filters in the margin report (new)
We are continuing to develop our reporting function and in this release, we have added more columns to the margin report (new). The new columns will also appear in column tab for selection when building saved reports.
The columns are: Sales invoice batch, purchase invoice batch, tax week, tax month, tax year, parent client reference, parent client name, perm.
We have also provided 2 new filters on the ID/ref ranges tab allowing you to filter on the invoice export batch or a range of invoice export batch numbers.
Web services
Web services V3.9
We are pleased to announce that our latest Web services V3.9 is now available.
Updating expense modified date for invoicing
Previously when generating an invoice, the expenses modified date would not update. This meant when using web services to update external systems, the change was not recorded. Now there will be a modified date applied to the expense, and this will update any system connected via web services.
Password complexity rule change
When creating a password, you will now be required to use 1 of each of the following rules: upper case, lower case, number, and symbol. Your password will now need to be 10 characters long. Previously you were only required to use 3 out of the 4 rules and the password length required was 8.
Ability to attached XLSX files to timesheets and expenses
You will now be able to attach an XLSX file to a timesheet or an expense item. This is done in the same way as attaching a PDF.
In the timesheet screen this is done in the paper upload section.
In the expense screen this is done in the receipt upload section and in the paper upload section.
Improvement details
Audit history
Audit trails for on-costs
Previously when using the placement importer, there would be an update to the on-cost audit, even if there was no change on the importer. Now when importing if the on-costs remains the same no audit will be logged.
Audit history for switched users
We have added additional detail to our audit reports when someone is using the switch user feature. Previously if you had switched to another user and amended the roles against a profile, the original user would not appear on the audit trail, only the switched to account. Now the audit trail will show the original user as well.
Profile entities and modified date
Previously when sorting on the modified column on the client profiles screen, it would not show from ascending or descending. This will now work as expected.
PO transaction values now show to 2 decimal places
When using our purchase order tracking feature, previously the transaction list would show at 3 decimal places. Moving forward this will now show at 2 decimal places. We have 2 purchase order functions, for more information please go to:
purchase order numbers (standard) or purchase order numbers (enhanced)
Expenses and approval routes
In a placement you can select different approvers for expenses and timesheets. If using an expense approval route which considers alternative managers, you might have noticed the expense being sent to the timesheet alternative manager not the expense alternative one. This will now work as expected, and expenses and timesheets can be approved independently by different primary and alternative approving managers.