IINSIGHT 6.1.0 Release Notes
Have you ever felt that you needed more transparency and better reporting regarding reimbursements? Would you like to separate reimbursements from other costs in your invoices? Do you have expenses in your organisation that are unrelated to any case but you would like to keep this information in iinsight? If you replied yes to any of these questions, this release is a perfect fit to you.
This release brings new financial features with reporting enhancements. This new release does not change the way how you or your users currently work. Therefore, there is no need to re-educate users but you are welcome to take the most from IINSIGHT.
Common reimbursement examples are parking fees and travel costs. Separating reimbursements from other standard provided services might be an internal accounting requirement or a request coming from a client. An administrator may wish to calculate profitability without including reimbursements while a client may wish to know how much is paid for actual services and how much is paid for reimbursements in separated rows.
Setting up Reimbursements
Reimbursements are configured via “charge code type” in the Charges menu/codes tab as per the below screenshot example:
Adding and Editing Reimbursements
The “charge code type” is visible on most cost tabs.
Including the Case list/Costs tab:
The charge code type is also present on the Timesheet menu and Finance menu/Cost tabs.
The ‘Billings by Case Report’ now has an optional new filter called ‘Reimbursement’ as per the below screenshot:
The ‘Billings by Employee Report also includes an optional additional Filter called ‘Reimbursement’:
The ‘Billings by Employee Grouped Report’ also has an optional additional Filter called ‘Reimbursement’:
The ‘Timesheet Report’ also has an optional new filter called ‘Reimbursement’:
The ‘Timesheet Summarised Report’ also has an optional additional filter called ‘Reimbursement’:
iinsight users may wish to keep records about expenses that are unrelated to a client or case. Common examples are meetings and training. These expenses can now be recorded in iinsight. As these expenses aren’t related to a case, expenses can be viewed via timesheets only and are related to iinsight users.
Internal Expenses can’t be invoiced.
Setting up Internal Expenses
Under the Charges menu, a new sub menu entry has been added called ‘Internal Expenses’ to open a window that allows Administrators to set up internal expenses.
This window will not have any Business Divisions or Service Contracts associated with it.
Internal Expenses contain a list of internal costs which can be added, edited and deleted.
Please see the below screenshot of how to create an Internal Expense ‘Activity’ via the Charges menu:
And how to create an Internal Expense ‘Item’ in the Charges menu:
The Internal Expenses feature also has the ability to ‘Schedule Rates’ as required. From the Charges menu if an Activity or Item is highlighted, on the right hand side of the Charges Menu you have the ability to schedule a new rate as below:
After pressing the ‘New’ Button, you may schedule a new rate as below:
Adding and Editing Internal Expenses via Timesheets
There is now an ‘Internal Expense’ Button available via the ‘Timesheets menu’:
Please see the below screenshot example after selecting the ‘Internal Expense’ Button:
Each internal expense row is linked to one user.
In Timesheets, a new field has been added to show Internal Expenses:
When the Timesheet information is Exported to Excel the exported data will contain this new field:
The Employee drop down menu now allows multiple selections so the Administrator can see multiple timesheets all at once:
In the Timesheets menu ‘Fields Edit’ button there is a new field called ‘Employee’ which can enabled as below:
This identifies which Employee the Timesheet entry is related to in Multiple Timesheet View:
There is a new report available called “Sales and Cost of Sales” which provides users with the total amount of sales, employee costs, reimbursements and Internal costs.
2 new fields have been added to the ‘Billings by Employee Report’: ‘Reimbursements’ and ‘Internal Expenses’. Managers can now check ‘Reimbursements’ and ‘Internal Expenses’ for employees:
IINSIGHT Session Timeout Countdown Warning
The new IINSIGHT session timeout warning is shown when the system is left idle for 1 hour.
Example 1 – Leaving the system idle and ignoring the warning message:
Example 2 Clicking on the red X button
If you press the red X button as below:
The system logs you out (1 hour after you first logged into that session) if you ignore the message to ‘Keep me logged in’.
Example 3 – Selecting ‘Keep me logged in’.
This also works the same way if the ‘Billing Window’ is left open for instance (or anywhere else on the system) instead of the ‘Case Notes Window’ which was just an example and the process is the same.
This feature should be very useful and will save users any inconvenience.
New field in the Case List/Case Tab: ‘Claim plan due date’ which will trigger a notification
There is a new field available in the Case List/Case Tab called ‘Claim Plan Due Date’:
Once the date of the RTW claim plan due date is entered, the assignees associated to the case will receive a notification. The notification settings will be managed from the Admin Management Console under Options/System Reminders (as shown below):
The ‘Claim Plan Due Date’ field has also been added to the following areas:
Case list/Fields Edit
Please enable this field in Case List/Fields Edit if you wish to use it, as it is disabled by default:
Case List Export
Once the ‘Claim Plan Due Date’ field has been enabled in the ‘Case List’ it will also display in the Case List Export:
Case List Report.
If the ‘Claim Plan Due Date’ field has been enabled in the ‘Case List Report’ before the Report is built (as below) it will also display in the Case List Report:
New Version of Outlook Add-on Available
Recently some of our clients where receiving an error when trying to download the Outlook Addon using Internet Explorer 11:
We are pleased to advise that we have had this issue resolved and there is now a new version available under the Help Icon included with this iinsight release.
The new version is compatible with Edge Browser and Chrome Browsers also.
Please note if your current Outlook Addon is working there is no need to install the new version.
If you do have an older version of the Outlook Addon already installed on your pc (version 184.108.40.206) or earlier, please ensure this older version is removed via the Control Panel/Programs and Features prior to downloading and installing the new version 220.127.116.11 (the software shows as Be Software International in the Control Panel as per the below screenshot):
Please note that Outlook should be closed until the installation is complete.