🙌 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

🙌 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.

🙌 Special Mentions

🔒 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.

📥 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.

🛠️ 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.