InTime Timesheets Plugin

Connect to RSM InTime to manage timesheets, placements, workers, expenses, and invoices.

Features

• Timesheets: View, search, submit, approve, and reject timesheets
• Placements: List and view placement details with rates
• Workers: Look up worker/contractor information
• Clients: Access client details
• Expenses: View and list expense items
• Invoices: Access sales and purchase invoices
• Sync: Get modified items for external system synchronization
• Configuration: Access pay elements and approval routes

Quick Start

1. Get API Credentials

Contact RSM InTime support to enable web services on your account. You'll need:

1. Agency Reference Code: Generated when web services are enabled
2. Username: A user with web services access enabled
3. Password: The password for that user

To enable web services for a user:

1. Go to Profiles → Administrators
2. Create or edit a user
3. Check the web service account checkbox
4. Save - a web service agency reference code will be generated

2. Configure Environment Variables

Create a .env file with:

# Required
INTIME_AGENCY_REF_CODE=your-agency-ref-code
INTIME_USERNAME=your-username
INTIME_PASSWORD=your-password

# Optional (defaults to https://timesheets.fruitionconsult.com)
INTIME_BASE_URL=https://your-intime-instance.com

3. Test Connection

opencode run "test intime connection"

Available Tools

Connection

• intime-test-connection - Test API connectivity and authentication

Timesheets

• intime-get-timesheet - Get timesheet details by ID or ref code
• intime-search-timesheets - Search timesheets by status, worker, or date range
• intime-submit-timesheet - Submit a draft timesheet for approval
• intime-approve-timesheet - Approve a submitted timesheet
• intime-reject-timesheet - Reject a submitted timesheet

Placements

• intime-get-placement - Get placement details by ID, external ID, or ref code
• intime-list-placements - List placements for a worker, client, consultant, or manager

Workers

• intime-get-worker - Get worker details by ID, external ID, ref code, or payroll number

Clients

• intime-get-client - Get client details by ID, external ID, or ref code

Projects

• intime-get-project - Get project details by ID, reference, or ref code

Expenses

• intime-get-expense - Get expense item details by ID or ref code
• intime-list-expenses - List expenses for a worker or by status/date range

Invoices

• intime-get-invoice - Get invoice details by ref code or invoice number
• intime-list-invoices - List invoices for a client, worker, or provider

Configuration

• intime-get-pay-elements - Get all pay elements configured in the system
• intime-get-approval-routes - Get all approval routes

Synchronization

• intime-get-modified-items - Get items modified since a specific date

Example Queries

# Test connection
opencode run "test intime connection"

# Search for submitted timesheets
opencode run "search intime timesheets with status Submitted"

# Get timesheet details
opencode run "get intime timesheet with ID 12345"

# List placements for a worker
opencode run "list intime placements for worker ID 789"

# Get worker by payroll number
opencode run "get intime worker with payroll number EMP001"

# Get modified items for sync
opencode run "get intime items modified since 2024-01-01"

# Get all approval routes
opencode run "get intime approval routes"

Workflow Examples

Timesheet Approval Workflow

# 1. Find submitted timesheets
opencode run "search intime timesheets with status Submitted"

# 2. Get details for a specific timesheet
opencode run "get intime timesheet 12345"

# 3. Approve the timesheet
opencode run "approve intime timesheet 12345 with user ID 100"

Data Synchronization

# Get all items modified since yesterday
opencode run "get intime modified items since 2024-01-15"

# Filter to just timesheets
opencode run "get intime modified items since 2024-01-15 type Timesheet"

API Version

This plugin uses the InTime Web Services API v3.16, which supports:

• All timesheet operations
• Expense claims and items
• Invoice generation and retrieval
• Project management (including Milestone and Timesheets without Placements)
• Holiday accrual on pay rates

Troubleshooting

Authentication Errors

1. Verify your credentials are correct
2. Ensure the user has "web service account" enabled in InTime
3. Check that web services module is licensed for your InTime instance

Connection Errors

1. Check your INTIME_BASE_URL is correct
2. Verify network connectivity to the InTime server
3. Ensure HTTPS is working (the API requires SSL)

Missing Data

1. Use the correct identifier type (ID vs externalId vs refCode)
2. Check entity permissions for your web services user
3. Some fields may be hidden based on your InTime configuration

Support

• InTime Documentation
• API Specification