🙌 Major

Credit Notes in Xero

The list of improvements to our Streamtime & Xero integration just keeps growing… By popular request, you’re now able to send Credit Notes generated in Streamtime to your Xero company.

More importantly, from now on, when you record a payment to an invoice in Streamtime from a credit note, we will automatically copy the credit note to Xero if that invoice is already sent to Xero. This is so Streamtime can allocate the payment from the credit note to the invoice in both systems! Learn more about the flow by reading this article.

💡 An important note: for those who’ve been creating Credit Notes in Streamtime previously and manually building them in Xero, when you send a Credit Note from Streamtime to Xero, you might end up with a duplicate. Ensure you delete any double-ups.

🧚‍♂️ Special Mentions

Reporting (beta)

Our new Reporting feature is now live for testing, and we’re inviting you to take part.

With Reporting, you can now compare different data from the list views, filtered to show just what you need to see. You can even add two columns together and create your own custom metrics from the raw data. Learn more about the new Advanced Reporting capabilities here.

Sound good? Reach out to our Customer Success team via the Streamtime help bubble to get it turned on and become part of the beta trial.

Updates to Xero multi-tenant log-in

If you’re part of a multi-tenant Xero system that are connected to multiple Streamtime accounts (👋🏻 accountants!), you will notice an additional step when setting up your Xero integration in Streamtime. After going through the hoops of logging into Xero and linking it to Streamtime, we will ask you to then link Streamtime to the right company. This is done so Streamtime can ensure the right data will land in the right account that you’re part of. Easy-peasy!

Tracking invoice progress against Expenses & Quotes

If you create invoices based on Time & Expenses modal, you’re now able to report on how much has been invoiced against an expense within the lists view. We’ve added three new filters to help you build custom reports on multiple expenses on various jobs:

• Fully invoiced: Yes/No
• Invoiced Ex Tax ($)
• Invoiced Ex Tax (%)

Apart from the new filters, we’ve added an additional column to your Expenses lists - Invoiced (%), so you can easily spot expenses that were not billed in full.

The same set of filters and columns has also been added to Quote lists, so if you create percentage-based invoices against quotes, you’ll be able to report on the remaining amount within the Quotes list.

💅 Improvements

• You’re now able to remove payments and credit note allocations recorded on an invoice 🎉 This update only affects those who are not connected to an accounting package.
• General improvements to Beta Reporting
• Changed the ascending/descending order of Date, Cost Ex Tax, Sell Ex Tax in jobs lists to be consistent across the app
• Built minor improvements to Priorities (scrolling, adding new card) to ensure consistency
• New API endpoints to return the job timeline dependencies
• When a To-Do is created from the note card in Priorities, it will keep the Note as the To-Do’s description

🛠 Fixes

• Fixed an issue with Zapier when creating a new Priorities board card
• Resolved an issue where a Streamtime subscriber wasn’t able to delete certain users
• Resolved an issue where heading descriptions were not coming through from quote to an invoice (invoice created from a quote)
• Fixed an API issue where search Items by Staff was not returning any records
• Fixed an issue with the column totals in Priorities (totals data wasn’t scrolling when scrolling right or left within the board)
• Resolved an issue where a user couldn’t swap a role to a user and then change the status without clicking out first