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The full suite of financial and management reports available via the portal includes monthly and quarterly Profit and Loss, Balance Sheet and Customer/Supplier Reports. All reports include drill down to the underlying transactions meaning you no longer need to wait for a detailed breakdown to be provided by the accounts team. As with the dashboard, all reports operate in real time so when data is entered in any of the RSM applications – accounting, payroll, time reporting, billing – the information reported is automatically updated. This information is available both in a table and as a graph. Filters allow the user to change the company, year and period shown on the screen.įurther detail is available by clicking on the relevant statistic.
When you log in you are presented with a ‘dashboard’ of key information relevant to your business. Avoid paper and printing costs by emailing reports, orders and invoices via the Document Emailer function.Secure document and file management via the Document Centre.Drill down to underlying transactions including scanned images of supplier invoices and other documents.Accessibility 24/7 from any major browser.Accurate, detailed, real time information to facilitate good decision making.The RSM Client Portal seamlessly links with InTime and our Online Accounting Solution to provide a centralised management reporting window through which you can view the information held on all back office functions of your agencies accounting and management reporting Please navigate to the Client Portal via
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