| InTime V20.08 - Release Notes |
We are delighted to announce our latest release - InTime V20.08
Email Improvements
Disable email server connection if it fails
InTime will now automatically stop trying to connect to the agency email server after 3 attempts (by default) when checking for QR or approval emails. If there is an issue with the connection, the details will be noted under System Configuration > Email Server Settings and a status widget will appear on the dashboard to indicate an email account access issue.
Once the connection issue has been resolved, you can click on the re-enable link shown to re-establish the connection to your email server account. This change will highlight email connection issues and provide guidance on how to resolve them, it will also prevent InTime from being blocked from third party infrastructure which can cause service disruption.
Import Improvements
Sales Invoice Contact on Placement
Previously, the sales invoice contact details were overwritten regardless of the contents of a placement import file and the client invoice details were set as sales invoice contact.
If an initial placement import file does not contain any PL_SALES_INV fields, the sales invoice contact against the placement will not be set. Equally if the contact has been added manually via the UI, it will not be updated unless the import file contains PL_SALES_INV fields.
Duplicate usernames
If an import file contains a new user profile (worker, consultant or manager) with a username which is already in use within InTime by an existing user, the below error will be shown.
Client Parent Relationships
If you use client parent relationships within your InTime agency (this is commonly via CSV importer or Bullhorn), you will now be prevented from importing a client if the assigned parent would cause a circular relationship (for example Client 1 > Client 2 > Client 3 > Client 1). This will be presented as an error shown on the relevant import screen.
Search Improvements
Filters on Search screens
A new Payment Frequency filter has been added to Timesheet, Expense, Invoice and Payment search screens. This is available to Administrator and Consultant users only.
The Funds Received filter on the Timesheet > Export screen will now return the relevant results related to the selection.
Additional Improvements
Worker ItrisID is now included in the current documents search screen CSV output.
The 'Viewable by Agency Group' tickbox is not shown on Margin Reports > Saved Reports if the user does not have the 'Switch Agency' user role assigned to them.
Invoice Improvements
Download Schedule - additional columns
InTime can be configured to include worker account number, client itris ID, placement itris ID and pay rate for sales (for administrators only) on the download schedule CSV output. Please contact support to enable the required fields on your system.
Additional Improvements
Where mark up is applied to expenses, this is no longer duplicated upon invoicing.
When generating invoices, these can be previewed from Summary screen without error.
Force Approve on expenses sets correct invoicing required status according to whether the expense type is payable or chargeable.
Agency base currency is always available by default in pay/charge currency lists.
Timesheet Improvements
Monthly Filter Duplication
Where the Monthly Rate Filter is in use against a placement under the Advanced tab, when timesheets were resubmitted it caused duplicate shifts to be created. This has now been resolved so that the correct shifts remain on the 'new' timesheet.
Purchase Order numbers
Purchase order numbers can now be added and saved against existing timesheets, either against the whole timesheet or against individual shifts.
Additional Improvements
Print Detailed report order under the timesheet search screen is now output in numeric order.
Missing Timesheets report now correctly handles monthly timesheets where the timesheet start date does not begin on the 1st.
Bulk Authorise checkbox for timesheets is now available where enhance PO tracking is not in use.
Miscellaneous Improvements/Changes
Dashboard expense links for manager on mobile no longer produce error.
Default worker term type set against agency is applied correctly when set.