Over the coming weeks we will be deploying our RSM InTime Release V23.04. 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 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
Creating holidays when using RSM InTime mobile - You will now be able to control all aspects of your holiday claims when using your mobile device.
Heading in paragraph, bold & grey - BRIEF DESCRIPTION ON BENEFIT OF THE ITEM MAYBE PO TRACKING DETAILS
New features:
RSM InTime mobile and creating holiday claims
PDF invoices and shift comments
Automatic adjustments and on costs for perm invoices
New international BACS format for NatWest
Purchase order tracking development
Updating freehand and payroll references
Improvements:
Audit history and "switch to" function
On costs for expenses and margin report
The deletion of clients and providers
New features details
RSM InTime mobile and creating holiday claims
Following on from our V23.01 release giving you the ability to view you holiday claims via our mobile functionality, workers will now be able to create and submit a holiday claim via their mobile.
To create a holiday claim, click on the plus sign next to the title holiday claims. This will then allow you to create your holiday claim in the same way as the desktop function, where you can save your claim as a draft and then submit.
Go to RSM InTime mobile for further information on how workers can use InTime from a mobile device. If you would like to have this enabled, please contact support.
PDF invoices and shift comments
We have made changes to our PDF templates for invoicing generation, supporting the use of emojis. If a user enters an emoji in the shift comments, these will now appear in the timesheets attached to the invoice.
Automatic adjustments and on costs for perm invoices
On costs and automatic adjustments set up against clients and placements will now apply to perm invoicing. These will work in exactly the same way as they do for temp processing.
Please note: This function can be switched off. If you do not want adjustments to apply to perm invoicing, please contact support.
New international BACS format for NatWest
We have created a new NatWest international BACS format that uses the agency's IBAN number rather than the bank account. The file is called NATWEST_INTERNATIONAL_AGENCY_IBAN.
Click on the system configuration cog, go to the invoicing & payments section and select payment methods. Within the international BACS format drop down, this file will now be available for you to select. To view all BACS formats that are supported go to What Payment (BACs) Formats are Available?
Purchase order tracking development
Updating freehand and payroll references
Improvement details
Audit history and switch to function
We have improved our audit history messages when using the switch to function. This will now clearly show the name of the administrator, and the person they have switched too as well as the action that has taken place.
Also we have added the switch to option next to the edit dropdown for consultants. Previously only admin users had this dropdown option. This means consultants with the switch to option enabled, will be able to easily switch to from the profile list screen, rather than going into the user's profile record.
On costs for expenses and margin report
The margin report will now show on costs for expenses. Within the margin report are on cost columns, previously this would not show any expenses associated with on costs. The on costs feature forms part of the advanced billing module, the module allows you to perform additional billing processes, such as enhanced purchase order tracking, statement of works and client self bill invoicing. For more information on this module and how it can help, please contact account management.
PDF editor and provider names
Within our enhanced online contracts module and using the PDF editor, you may have noticed the provider's name field populating, even when a provider was not applicable. This will now work as expected.
The deletion of clients and providers
Within our GDPR and data management functionality, a data controller has the ability to soft or hard delete entities and associated data. While deleting client and provider data you may have received error messages and the items would not delete, this will now work as expected. We have also included an additional warning message when choosing the item type of client to advise to delete all associated items.