Managing Services

Service Admin List

Only Admin users can manage service information on the portal. Please note: your office may refer to Services as Companies.

To open the Service Admin list select Services from the Admin menu. 

The page lists details of all the services for the clients that are managed by your office. You can filter the list by typing in the search box at the top right. To view the full details or edit a service click on the service name in the list.

Editing a Service

To edit a service click on the service name in the admin list. The details and settings that you can edit are shown below.  To save any changes click on the SAVE button at the bottom of the page. To return to the admin list, either click on the BACK button or click on the Services link in the title bar.

Details

Service Name - this should be a descriptive name for the service and will usually include the client's name. 

Client - the client that this service belongs to. The list will show all the clients that are managed by your office.

Service Type - the type of service being provided. Select from Payroll, HR or Outsourcing. The type determines which other settings you can enter.

Engagement Date - the date of engagement for this service.

Visible - if ticked the service will be visible to users with access.

Company Logo

Here you can upload a logo for this company. Logo's are shown in some reports. Drag and drop an image into the upload area or click on Select an image to upload to browse for an image file. When you upload an image it will be saved immediately. You can delete the company logo by clicking on next to the image. 

File Upload

You can restrict file uploads in the document centre to only allow RSM users to upload files with a specific prefix on the file name. To enable this option, tick the Restrict by Prefix checkbox and enter a Prefix in the text box.

Twinfield (Payroll type only)

To link a service to a company in Twinfield, enter the code and organisation. Details are imported from Twinfield periodically. If this is a newly linked service or if changes have happened in Twinfield click on the REQUEST TWINFIELD REFRESH button to request the data is imported as soon as possible. It can take several minutes for details to refresh.

InPay (Payroll type only)

To link a service to a payroll in InPay, select the payroll from the drop-down list.

InTime (Payroll type only)

To link a service to an agency in InTime, enter the following details:

InTime URL - the url for the client's InTime instance

InTime Agency Public ID - the public unique identifier for the agency. This will be an alphanumeric string in the format 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'. This is needed for Auto Bacs.

InTime Agency ID - the id for the agency. This will be numeric.

InTime Database - the database name

InTime Connection - the connection used in reports

Bacs Options (Payroll type only)

The Bacs Type governs if Payment Approval is enabled and determines what tasks are displayed for this payroll service on the Payroll Task Dashboard. The options are:

• Non Bacs - all tasks relating to Bacs payments are hidden on the dashboard. If RSM do not provide Bacs services for this payroll this option should be selected.
• Manual Bacs - payment approval tasks are hidden, but other Bacs tasks are visible on the dashboard.
• Auto Bacs with Approval - this enables the payment approval options and will show all tasks on the dashboard.

Auto Bacs and Payment Approvers (Payroll type only)

If Bacs payments are being published automatically for approval there are some additional options shown on the service admin page.

Is HMRC Payroll - If this option is ticked, any HMRC payment file will come through to this payroll for approval. A client should only have one payroll service selected for HMRC payments.

Approvals Required - The number of approvals required before the file can be automatically sent to C-Series for payment.

Payment Approvers - The client users who can approve Bacs files for this payroll.

Statements (Payroll type only)

These settings are specific to the statement functionality, available from the Aged Debtors report. Statements are emailed out to customers and here you can set the reply address and email content for those emails. Statements can optionally have a footer section on each page. Payment advice can be set for each currency relevant to the service.

Users with Access

The lists at the bottom of the page show the client and RSM users that have access to this service. These users will be able to view documents and messages for the service, and select it for any reports they have set up.

You can click on the user's name to view their details. To remove access for a user click on the delete iconnext to the user in the list.

Adding a Service

To add a new service click on the ADD A SERVICE button at the top right of the Services admin list.

Enter the details for the service (see above) and then click on the SAVE button. Client name, client and service type are required.

After saving you will be able to edit all the other settings listed above.