🧚‍♂️ Special Mentions

Rich Text on Item Additional Information & Master Items ✍️

We’ve just rolled out more Rich Text options for master items list and item additional information within the job page! Now, your formatted details can seamlessly float into your team’s schedules, quotes and invoices, saving you time on re-editing.

Priorities - Brand New Modals 🎲

Priorities card modals have had a fresh new update—this is just the first step in a larger project to refactor and enhance the entire page (more improvements and updates are coming soon!).

We'd love to hear from you about how you're currently using Priorities in a super quick survey. Spare a minute or two to help us help you below here 🙏

Coming Soon: A new look Job Page

We’ve been working away in the background to update our job page so that it’s faster, cleaner, more accessible and easier to navigate. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit us up at help@streamtime.net if so.

💅 Small but Mighty

• Paused To Do Status Indicator is now visible within the To-Do sidebar
• Completed Jobs are now hidden from the Jobs dropdown within the To-Do screen
• At the job duplication, Expense Date gets set to the start date of the new job (or “today” if the job start date is not set)

🛠 Fixes

• Fixed a Houston error when opening the Availability modal
• Fixed an error with Posts not getting duplicated when the job is (even if the option is selected)
• Fixed an issue where not all Streamtime users were being displayed within the iOS app

🧚‍♂️ Special Mentions

Groups (beta) for everyone 🪩

Groups feature, previously in closed Beta, is now available for all Streamtime customers!

Link jobs together and track their progress as a whole or over specific time periods, all in one place! The functionality is ideal for managing retainers, campaigns, or projects with multiple jobs. This improved visibility helps you quickly spot trends, stay on top of deadlines, and manage workloads more effectively, giving you more control over your projects.

Head here to learn more about Groups or watch our latest webinar recording here. Welcome all feedback on this feature as you get started with it.

Coming Soon: A new look Job Page

We’ve been working away in the background to update our job page so that it’s faster, cleaner, more accessible and easier to navigate. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit is up at help@streamtime.net if so.

💅 Small but Mighty

Job duplication performance improvements ⚡️

You asked, we listened. We’ve optimised the performance of duplicating projects, especially the ones containing a large number of phases, items, team members, expenses and even hours all with the hope to improve your overall experience with Streamtime. The duplication of especially chunky projects might take a little while to perform, with the work being scheduled in the backend. The good news is, you can navigate away from the page while it ticks away in the background.

To Do page improvements 💻

We’ve improved the way time is being logged, when entered manually within the To-Do modal. For example, entering duration less than users’ total hours worked on that day, Streamtime then assumes its HOURS. If the duration entered is more than that, we will assume its MINUTES. H & M are now recognised as capitals. It’s small, but its definitely mighty 😉

🛠 Fixes

• Resolved an issue with the expense totals not adding up when reporting within groups
• When an expense name is removed or edited, its description stays. This is now consistent with how item descriptions within the job plans are performing
• Improved UX for users with no “view financial” access on Jobs
• Fixed the “total vs budget” graph version to display accurate data
• When a To-Do is being reassigned to a team member with “Z” in their name, a cut tool opens instead - resolved
• Fixed an issue with Completed Items on Jobs affecting numbers in the Availability Modal

💅 Small but Mighty

We’ve made it easier to identify Clients and Suppliers within your Contacts.

Here’s what’s new:

• Easily differentiate between Clients and Suppliers: You can now tag Companies in your account as Clients, Suppliers, or both.
• New Filters: Easily filter the list of Companies by Client or Supplier.
• Automatic Tagging: If a company is used on a PO/Expense or an Invoice, the correct type is now auto-applied when the document is sent.
• Improved Grouping: Contacts are now grouped by relevance—Clients first on Jobs, Quotes, and Invoices; Suppliers first on POs and Expenses. Making it easier and faster to select the right Company.
• Smart Defaults: Clients are now listed first when creating Jobs; Suppliers when creating Expenses or POs.
• CSV Import Support: You can now specify whether your import applies to Clients or Suppliers—separate CSVs are needed for each.

Pro Tip: If you’ve done so before using Company Labels, you can assign Company types in bulk by using a batch action.

Bulk Assign Job Leads Now Available!

We’ve added a new bulk action to the jobs list—Assign job lead. Now, you can quickly assign a job lead to multiple jobs at once.

• Find this option in the batch actions list on the jobs page.
• If a job already has a different lead, the new assignment will override it.

🛠 Fixes

• Implemented more performance improvements to the Native Google Calendar Integration
• Fixed an issue with the 'NextJobNumber not filled in' error appearing even when job numbering is turned off
• Resolved an issue with the date range on job time report not resetting when a user comes back to the time list
• Custom date picker was cut off on an invoice wizard for time & expenses - fixed
• Address nickname is now a mandatory field, to prevent errors on invoices without an address nickname

🧚‍♂️ Special Mentions

Native Google Calendar Integration (beta) 📆

You asked, we listened! A native integration with Google Calendar is here! Sync your Google Calendar events with Streamtime so it can act as a single source of truth for your meetings, all-day events and reminders! Once set-up in your account, you’ll be able to:

• View meetings, all day events and focus-time time blocks within your To-Do screen ✅
• Ensure a 2-way sync for unlogged events, tasks and reminders ✅
• Use the “Inbox” function within the To-Do screen to manage unallocated events ✅
• Ensure the events appear under the right job in Streamtime if the job number is mentioned in event’s name or description ✅

For a full overview of the new integration and its set-up, head to our online Knowledge Base.

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

💅 Small but Mighty

• We made changes to the Terms & Conditions modals for all commercial documents including new, more accessible components; design tweaks and behaviours. This means you might notice more Rich Text options and therefore more customisation possibilities for your terms 😉

🛠 Fixes

• Resolved an issue with unchecked items appearing on invoices created from time & expenses (cheers, Pataka!)
• Fixed an issue with the PDF invoice download cutting off numbers in the right hand side issue
• When trying to reconnect Streamtime and Xero, a team member without Company Settings and Integrations permissions was getting an error that they don't have permission to perform this operation. Resolved!
• Resolved an issue with the logo upload

🧚‍♂️ Special Mentions

Job Groups (beta) - exclusive invite only 🪩

We’re wrapping up this year’s product releases with the new Groups feature. Link jobs together and track their progress as a whole or over specific time periods, all in one place! The functionality is ideal for managing retainers, campaigns, or projects with multiple jobs. This improved visibility helps you quickly spot trends, stay on top of deadlines, and manage workloads more effectively, giving you more control over your projects.

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

💅 Small but Mighty

• When a new Rate Card becomes the new "Standard", companies get automatically assigned to new Standard rate card. Note you'll only have an option to switch to the new "Standard" if the rate card is set-up in home currency.
• Activity Log can be accessed via an API.

🛠 Fixes

• Resolved an issue with .csv export from Reporting showing no data in secondary grouping export column (time data set).
• Exported .csv from Reporting has different data than screen for secondary grouping, now fixed.
• PO Number Field is now surfaced in the Jobs List again.
• When an item is moved back to "in play", an existing tentative booking disappears, now resolved.
• Availability view is now back showing in Alphabetical Order 😳
• Fixed an issue where jobs with a long list of items/phases were cut off on the Jobs and their Items view of the schedule.
• Unable to create a Credit Note using the 'job plan's items & expenses - now fixed.
• Resolved an issue with skewed formatting on an invoices when its created from the Job Plan.
• Happiness Score data now matches the weekly reports and the Happiness Score Dashboards.
• You are now able to save a new Supplier when creating it from the Expense page within the Job Plan.

🧚‍♂️ Special Mentions

Big work behind the scenes ☄️

This release marks the first output of a large project we've been working on behind the scenes. To keep our app running smoothly and using the most modern code practices, we've been hard at work refactoring our foundation. You'll see new components at play in the Dashboard and some of our modals. To find out more, read Sarah's journal here.

Smarter wizard memory when duplicating a job 🧙

If you have a job setup with Items & Expenses, which you have then quoted and subsequently invoiced, previously when you duplicated the job it didn't create all the links from the expenses to quote to invoice within a new job. Therefore, the new job wouldn't get marked as having been invoiced even though the invoice has been sent and paid. We’ve made the wizard memory work harder and smarter so that the complex web of links get re-created in the new job.

User Permissions Updates

We’ve linked the Reporting (beta) to View Jobs permission, and financial columns to the View Financial permission. Users with the View Jobs Permission, but without View Financial are now able to:

• Create and view columns for To Do's, Planned, Unscheduled Time and Job Totals
• Add only Duration columns for Time data sets, and (H) columns for Jobs Totals (refer what's visible on the jobs list) and view the data within these columns

Users with the View Jobs permission without View Financial are unable to do the following:

• Add Expenses, Quotes, Invoices columns from the Add Column dropdown

💅 Small but Mighty

• We’ve combined the Issue date filters for Quote/Invoice and Reference filters for expenses/Invoice for ease of reporting

🛠 Fixes

• Some cached values for Time on Jobs weren't properly updating to include Extra Hours Tracked, resulting in some inconsistent data. This is resolved, and we've put in a fix to regularly update cached values when changes are made 🎉
• Fixed an issue with the Dashboard insight metadata showing $0 in a particular scenario
• We’ve removed Reporting (beta) from the sidebar for those with only the To-Do screen access causing errors
• Resolved an issue with disappearing Saved Favourites after a refresh
• Fixed an issue with the collaboration access not allowing users to access activity comments after a job has been created
• Resolved a Houston error for Pay As You Go customers at sign-up
• Resolved inconsistent display of Planned sell values (appear as $0) if time is logged against an item within Reporting (Beta)
• Resolved an issue with downloading personal time report resulting in a Houston error
• Fixed an issue with the Quote & Invoice formatting using bullet points on PDF
• Resolved an issue with the iOS app preventing users from logging in

🧚‍♂️ Special Mentions (Reporting updates)

Global Filters Intersections

More global filters! You can now add any filters that apply to the specific data sources in a report: eg, if a report has both To Do’s and Planned Time sources, you can now add filters that apply to both sets in the report. Previously, the only global filters available were those that applied to all possible data.

New Team Availability data set

Now, add Availability as a data source to create better reports of your team's available time. Note that a date range is required to calculate the hours available.

💅 Small but Mighty

• 🆕 Job Overtime, Item Overtime, and Team Member overtime filters in Reporting, Jobs and Time lists
• 🆕 (Billable) Time Planned Sell column in Reporting and Job lists
• Ability to delete tax rates on an organisation (without an Accounting Package integration)
• Ability to filter the Company list by Branch

🛠 Fixes

• Amount Invoiced (%) Columns in Quotes and Expenses Views now display column totals
• Quotes, POs, and Invoices sent from Streamtime are returning a blank screen - fixed
• When an expense is converted to a PO, the total sell populates within the unit rate field - resolved
• Links to commercial documents within the Activity logs on Jobs are now clickable again
• Fixed a messaging issue when an item has time logged and no time planned and the item is being completed on the job
• Resolved an issue when duplicating a job it was opening the “new job” modal in certain scenarios
• Fixed an issue when opening Unassigned Role Grouping in Reporting

🙌 Major

Streamtime’s new reporting

We've been working on something pretty special over the past few months: a brand new advanced reporting feature. See data from your jobs, quotes, invoices, expenses and time. Get a head start on this brand new feature, coming soon.

It will be our biggest release of the year so far, and it's a good one. You are now able to...

💰 View profitability by client, based on invoices, time and expenses

⌛️ Compare what's planned time-wise, vs what's in the Schedule

👀 View your reports as totals over time, or month-by-month

✏️ Create custom formula columns to get the exact figure you want

... plus many more new reporting possibilities at your fingertips.

💡 As part of this release, we've migrated your WIP, Billing and Time saved favourites into brand new reports, so you can start playing around with your data there. We'd encourage you to use the new Reporting as much as you can from now on as be we'll be removing the “old” reporting tab in the not too distant future.

​💡 Head here to learn more about the New Reporting capabilities or register to our reporting training series here.

🧚‍♂️ Special Mentions

2-Factor Authentication

Data security is at the top of Streamtime's priorities. That's why we ensure that our product always comply with the latest security regulations and best practices across the world.

From June 30, 2024, Two-Factor Authentication (2FA) will be mandatory for all accounting integrations with Streamtime, adding an additional layer of protection to your sensitive information. With our latest product update, you're welcome to activate 2FA straight away. Head here to learn more. Otherwise, after June 30, 2024, and we will activate it on your behalf. 2FA will be optional for users without access to viewing financial information.

Improvements to Passwords Management

We now no longer enforce a list of requirements (characters, uppercase, lowercase etc) when setting or changing your password. Your Streamtime password strength is now being measured based on the length of time it would take to crack the password using brute force measures. From now on, we will rate passwords on a scale of 1-4, and any new Streamtime passwords will need to score a 3 or 4 to pass. In addition to this, if a password has been exposed in a data breach, the password will not pass. This change does not affect any existing customers unless they choose to reset their password.

Assign a team member & role to all items within the job

By popular demand you’re now able to assign a team member to all items within the job or a phase. Use the “add team member” icon on the job dashboard to add a team member or a role to all items on the job. Otherwise, use the three-dot menu on the phase to do the same but for a particular phase 💅🏻

View Availability Modal as Percentage Utilised

The availability modal can now be viewed as percentage utilised, not just as hours available. A useful insight that helps you make better decisions based on your true team capacity across all upcoming and live jobs in Streamtime.

💅 Small but Mighty

• If your invoice hasn’t been sent to an accounting package, you’re able to delete the recorded payment against it
• When a quote has been “marked as sent”, the quote is now classified as being “sent” in the backend. Useful for any 3rd party integrations via Zapier or API
• When assigning a job lead Streamtime now adds them to the quote as one of the team members working on the project
• You’re now able to filter by Branch in Company List
• Calculation of unscheduled time is consistent across the app and no longer takes into consideration completed items on the job
• New route to download invoice/quote PDF through public API
• Multiple updates to the API documentation

🛠 Fixes

• Resolved an issue with reassigning a To-Do via the Schedule
• Resolved a formatting issue using 'clean and simple - tracking' invoice
• Item End Dates were displayed as Start Dates in Activity Log - now resolved
• Fixed an issue with time list date range filters not returning results
• Fixed an issue with Priorities board not displaying more than one column
• Resolved a Billable vs Non-Billable filter issue on Jobs List
• Line items do not fall under the correct phase when creating an invoice - fixed
• Resolved an issue when trying to add Issued and Pending Approval quote totals to Priorities
• Made an update to Xero library to resolve an issue with tax types

🙌 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

🙌 Major

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 Reporting (Beta) by watching this 2-min introduction from Sarah.

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

🧚‍♂️ Special Mentions

More Zapier Triggers & Filters

We've made a few significant updates to what you can do with Zapier. Such as more options for triggers and actions to automate your workflow with single or even multi-step zaps ⚡️⚡️

Learn more about Zapier in this article and head here for more advanced template suggestions that our customers love.

Schedule sidebar

Upon popular demand, you’re now able to resize the schedule sidebar to include the full job & company name.

💅 Improvements

📲 iOS

• Paused To Dos are now hidden from the app
• Job numbers now appear for those who use them 🎉

🎲 Priorities

• A nifty update to the way each column works: instead of scrolling the whole page, each column now scrolls independently, allowing you to always see the column headers and compare cards, no matter how far up or down the swimlane they are 🏊‍♀️
• Complete items are displayed as Completed instead of Overdue in Priorities
• You’re now able to turn your note card into a To-Do from Priorities
• We now have an option to add smart totals for all issued quotes as well as approved only

🏁 Other:

• You’re now able to include/exclude checklist items on Quotes
• You’re now able to set Rate Cards via API
• Minor design updates to the commercial document templates in Streamtime
• Non-billable time is now excluded from the Job Burn-up in the Used/Planned $ and Used Cost/Planned $ views
• Added Created Date filters to Quote and Invoice lists
• Non-billable column tooltips have been added to all list views
• You’re now able to remove Custom Templates from your Streamtime accounts 😃

🛠 Fixes

• Fixed an issue when deleted expenses reappear on the job after the original quote is approved
• Fixed a user cost rates permission to not allow to generate Job Cost Reports using the bulk action method
• If an invoice has been voided, they will not be moved out of its status via the API
• Fixed an issue when converting an expense to a PO doesn’t reflect the correct total cost when quantity is over 1
• Record payment modal does not close on its own when the payment is recorded to an invoice - fixed
• When the job gets duplicated and the rate card is changed to a different currency, the role rate under fixed-price item team member sell shows an incorrect amount - resolved
• Fixed an issue with calculating totals when switching from cost by item to cost by role with roles attached
• Fixed scrollbar issue with uploading custom templates
• Resolved an issue where the item & dates get cleared when adding dates to a new item on the job (certain scenarios)
• The “latest column” is now included in the csv export
• Expense description line breaks do not copy over to a Purchase Order - fixed
• Resolved an issue with adding decimal places to line items on an Invoice Wizard
• Columns under the “non-billable” heading are now included in the CSV when exporting from the jobs list
• Resolved an issue with a 2-factor authenticator for new sign-ups
• Not all team members were included in the iOS app - resolved