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Product Update: Personal Dashboard, New Fixed Item Pricing, Progress Invoice Template ✨

Polina avatar
Shared by Polina β€’ January 21, 2024

πŸ™Œ Major


Use Happiness Coach? You're now able to access your own results in a personal dashboard with a summary view of your week, personal notes and happiness scores logged over time. The personal dashboard also shows the burnup of To Do's in the current week.

The above is linked to "Submit Mood Report" user permission. If you've got access to Reporting and Financials, you're also able to switch from your personal dashboard to the company dashboard.


πŸ™Œ Special Mentions


πŸ”’ Track time on fixed price items by team member sell rates

We've made some changes to the way you can set up your fixed price items. You can now select between tracking logged time at the same rate calculated by total planned hours, or by team member sell rates.

Change any fixed price item between these two methods at any point. Tracking by team member sell rate helps you analyse the true progress of an item against a marked-up budget.

Head here to learn more about the different ways to price your items in Streamtime.

πŸ“₯ New template for percentage invoicing

Alongside some neat template improvements, we've made a new progress percentage template available for use. With the Clean and Simple (Tracking) template you're able to include the previously invoiced percentages per line item as well as the fee summary information. This template is particularly useful for architectural practices.

πŸ› οΈ Fixes / Updates

  • We reviewed all input fields to make them consistent for 2 decimal points across the product, to remove the risk of unwanted rounding and inconsistencies
  • An error message that the invoice number already exists when voiding an invoice is resolved
  • The issue when searching items in the To Do sidebar has been resolved
  • You’re now able to sort the Companies list by the Rate Card column without getting an error
  • The issue with the Happiness Coach reports deliverability has been resolved
  • You’re now able to filter by an Over Budget item in the time list without getting an error.