RSM InTime V24.08 Release Notes
- Hitesh Sud
Introduction
Over the coming weeks we will be deploying RSM InTime Release V24.08. 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
Unified login gateway: A unified user login gateway allows users to access multiple RSM InTime accounts with a single username and password, simplifying access management. After authentication, users can choose which account to log into. For more details, refer to unified login gateway for simplified access.
Holiday claims: We have enhanced the holiday claim functionality by introducing bulk delete and export options, along with new error notifications and selection enhancements. These updates streamline the holiday claim management process significantly.
New features
Unified user login gateway for simplified access
Holiday claims: Ability to delete holiday claims, Error notifications for holiday claim export failure, New selection options for holiday claims, Ability to bulk export holiday claims
Ability to re-create invoice and payment export files
Enhancements
Improvements to ERNI and pension recharge options
Improved checks on document submission
Improvements to RSM InTime mobile optimization
Improved column sorting on invoice search
Improvements to the PAYE on-cost export functionality
Enhancements to custom reports
New Feature Details
Unified user login gateway for simplified access
We have introduced the concept of a unified user gateway that allows users to have a single set of login details, which they use to access a gateway where they can select another user to switch to. This eliminates the need to remember multiple login credentials for different accounts, such as one for LTD and one for PAYE. Users will only need to remember one password, eliminating the need to manage multiple passwords and their expiration dates.
In the past, users needed separate user accounts and login details for different scenarios. However, with the unified user login gateway, after successful authentication (including SSO/MFA as applicable), users will be presented with an option to choose which RSM InTime user account they would like to login as. It is important to note that these user account records remain restricted to a single agency.
To know more about the unified login gateway, unified login gateway for simplified access.
Holiday claims
Ability to delete holiday claims
We have introduced the ability to bulk delete holiday claims. Note that you can only delete unexported holiday claims. To delete holiday claims, go to pay → holiday claims. Select the claims to be deleted, and then click delete claims.
Error notifications for holiday claim export failures
When a holiday claim export fails, an error message is displayed on the UI, and a notification with a link to download the error file is available in the top right bell icon.
New selection options for holiday claims
New options have been introduced on the pay > holiday claims page to enhance the holiday claim selection process: select page, deselect page, select all pages, and select none.
Ability to bulk export holiday claims
Previously, the number of holiday claims that could be exported at once was limited to 500. Now, you can bulk export all the holiday claims by selecting them with the select all option and then clicking export claims.
Ability to re-create invoice and payment export files
We have added a re-create file option for the exported invoice and payment files available under import/export → invoice exports. The download button allows you to download the file as it was at the time of the initial download. The re-create file option generates a new version of the file using the current data. For example, if a cost centre was missing from a placement in the original download but has since been added, the re-create file option will delete the cached copy, generate a new file, and cache this updated version for future downloads.
Enhancement Details
Improvements to ERNI and pension recharge options
Agencies can charge their clients for the national insurance and pension contributions of their employees. These costs are included in the sales invoices.
We have introduced a new recharge Pension or Employer NI contributions to this placement's client dropdown list on the placement → advanced tab. The dropdown has options that allow users to choose between no recharge, recharging both ERNI and pension, only ERNI, or only pension. This dropdown list has replaced the checkbox recharge pension and employer NI contributions to this placement's client, which only allowed the simultaneous recharging of ERNI and pension.
Improved checks on document submission
Workers will not be allowed to submit expenses if their contract document's due date has passed. For example, if the document is due on the 5th Feb, it will be considered overdue on from the 6th Feb. This check ensures that documents are submitted before the due date. The following message will appear when a worker with outstanding documents attempts to submit an expense:
A similar validation is in place for timesheet submission. Note that this validation applies only when the outstanding contractor documents field is set to prevent timesheet & expense submission under system configuration cog (
Please note that online contracts is an additional module. If you would like to know more about purchasing the module, please contact our account management team.
Improvements to RSM InTime mobile optimization
The RSM InTime mobile optimized view now aligns more closely with the desktop version. We have added an hours worked field to the timesheet entry screen, and the decimal field is now called units.
Improved column sorting on invoice search
We have restored the sorting functionality for the client column across various invoice search screens, such as sales → list invoices, sales → list credit notes, and sales → search. You can sort the data in ascending or descending order by clicking on the column header.
Improvements to the PAYE on-cost export functionality
With this update, the PAYE on-cost will be accurately reflected on payslips when the pay element type in InPay is deductions.
For example, consider the pay element Newlb of type deduction in InPay.
When on-cost is set as deduction in RSM InTime, the deduction is accurately added to the net/gross value.
When on-cost is set as addition in RSM InTime, the addition is accurately deducted from the net/gross value.
Please note that the on-cost functionality is part of our advanced billing module. If you would like to know more about the advanced billing module, please contact our account management team.
Enhancements to custom reports
We have enhanced the custom reports by introducing a new join functionality. Joins in custom reports is used to display rows from two tables based on the related column that exists in both. Join between tables can be of three types - inner join, left join, and right join.
To know more about using join in custom reports, refer to creating a custom report - join the data.
Please note that the custom report functionality is subject to additional cost. If you would like to know more or enable this functionality, please contact our account management team.