🙌 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.