Streamtime Knowledge Base

In the coming months both the New Zealand and UK Governments will be changing their GST and VAT rates respectively. Here’s how you can update them in Streamtime.

To update your tax rate in Streamtime go to Setup > Administration > Invoicing

If you scroll down the screen you will see an area called Tax Codes

Simply click [...]

Lets say you have 4 items but you only want to show one and you want to calculate all the items and show the total.
You have to make the OPN letter all the same for all the items. As you can see we have the OPN as the letter B

So the last item you enter [...]

Traditionally credit notes are raised in your accounting package but there is a way to create one in Streamtime through the Job Invoicing tab.

Creating a new item in your Cost Matrix

First of all you will need to create a new Cost Matrix item so that you have something to pull into your invoice.

In the [...]

This report shows a total time spent (billable/non billable breakdown), costs and sales generated for each job (over all jobs, all staff).
To access this report go to Live Reporting > Time and select the Total Time & Sales by Job report.

You can run this report using the following criteria:
Date Range
Client Supp Name (Client or [...]

If your default Job Number Format is set to "Custom Number with Client Code". Then when creating a new job in Streamtime you will be presented with a popup window to select your client from.

If you find that in this window you can not see a search box that you can enter text into, then [...]