Streamtime accounts can manage multiple connections to different account packages, for customers who have different accounting requirements for tax, currency or reporting purposes.
👷♀️ Setup
Head over to Integrations and find the connection tile for your accounting package. Currently supported packages are Xero, QuickBooks and MYOB.
Once you click Connect on one of these options, you'll be redirected (via horseback 🏇) to your login page for that package to enter your log in details. You'll then be redirected again (this time via magic carpet ✨ ) back to your Streamtime.
These integrations allow you to copy invoices to your external accounting package to make sure that an external finance manager or accountant is across your finances. If you're with Xero, great news: you can also copy over expenses and purchase orders.
Find out more about each individual integration below.
🚚 Assigning branches and invoice number sequence
Once you've connected, you'll see a connection tile under the heading, Your accounting package connections. Click Edit Connection on the tile to assign branches, invoicing number sequence and account code defaults.
🧾 Invoice numbering system
Your connection will automatically take the invoice numbering sequence of your home branch. You can continue with this, or create a new sequence. You're also able to view and edit the next number in the sequence from here.
🏬 Assigning branches
Select the branches you want to associate with this connection. Once saved, any invoices, purchase orders and expenses will be sent to this connection.
🌟 Default Account Codes
When creating invoices and purchase orders from the selected branches, you can assign default account codes for revenue and expenses here. If you want to set up specific account codes for different line items, you can do so from your Master Settings.
🔢 Invoice numbering sequences
Invoice numbers are determined by the selected sequence, which is driven by the connection. For example, if you had two branches connected to the same Xero company, these two branches would share the same number sequence. A third branch, connected to another Xero company, could have its own number sequence or share the same.
✅ Checklist
Set yourself up for multiple integration success with the following:
Ensure that each branch is mapped to the correct integration
Ensure that the correct invoice numbering sequence is selected for each integration
Read up on your specific accounting package help article so you know how to copy over invoices and synchronise your data