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How do I see my list of clients?

  1. From the menu bar, click Profiles > Clients.
  2. The list of clients are displayed, and you can also use the search facility.

How do I add a new client?

  1. From the menu bar, click Profiles > Clients.
  2. Click Create in the top right of the screen.
  3. The Edit Client screen opens.
    1. You will be presented with a blank form with 4 page tabs....
      1. Main
          1. Enter the Company name.
                          Company number.
                          Company VAT number.
          2. Select the relevant VAT code for your client.
            1. Standard (T1) - Vat at the current rate will be applied to any sales invoices generated for this customer.
            2. None (T0) - No VAT will be applied to the customer sales invoices.
          3. The only available currency for selection under the Default Currency field will be 'GBP', if you require to invoice a customer using another currency please contact our technical support team to have the relevant currency activated.
        2. REFERENCES
          1. The Accounts field can be used to enter your reference for this client in your accounts system.
          2. The Debtor Number is for RSM internal use only and should be left blank.
        3. MAIN ADDRESS
          1. Completing the main address on the main tab is completely optional.  An example use would be to enter details of the approving or hiring manager where the details differ from the invoicing details.
          1. No values require to be updated in this section.
      1. Invoicing
          1. Enter the Invoicing Address details that will appear on invoices to that client. To allow RSM to invoice a client you must enter at least an Address line 1, town and postcode. You can use the  option to copy the company details entered on the Main TAB.  Please also ensure that you include a telephone number.
      2. Invoicing Details
          1. Intime will default to a 'Weekly' invoicing period, if you require to invoice your customer on a different frequency please contact your RSM pay and bill executive.
            1. Email. This is the default selection where invoice(s) will automatically be issued to the address provided.
            2. Post. The invoice will automatically be populated with the postal address that you enter here.  We discourage the use of this option and ask clients to obtain an email address for delivery where possible.
            3. Delivery Not Required.  This option is particularly useful where your customer operates a self-billing process where the invoices generated Intime do not require delivery to your customer.
        3. PAYMENT TERMS
          1. Days. The standard terms are set at 30 days, you can update and override these terms should your terms differ.
          2. Type. Days from invoice date is the most common term type and is set as the default value.  There are several other terms available and can be selected based on your requirements.
          3. Template. This is fixed by Intime.
          4. Additional Text To Include on Invoice
            1. Enter any payment or charge terms that are specific to this client, i.e. those that are not covered in the generic Terms Template.
      3. Advanced
              The advance tab gives a variety of flexible options around consolidation and appearance of the invoice for that client.  You should consult the RSM technical support team prior to making any changes.
        1. Invoice Consolidation. 
            1. Everything goes on one invoice.  A single invoice will be generated per invoicing period for all workers and timesheets.
            2. Each timesheet or expense is invoiced separately.  A separate invoice will be generated for each timesheet entered for the client.
            3. Each worker is invoiced separately.  A separate invoice will be generated for each worker per invoicing period.
            1. Further consolidation options are available such as splitting by Purchase order number, please consult the RSM technical support team for instructions on how to achieve your configuration requirements.
      4. History
        1. The history tab provides an audit trail of any changes made to the worker including the user, date, time and description of the change.

How to add a Client Video

Here is a short video on how to add a client within InTime and the required information around client details.

Click here to view video in Full Screen.

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