Set up your company profile and branches

🕰 Est. Time: 5-10 minutes

🎯 Goal: How to navigate your company profile, as well as how additional branches can help with workflows
🔑 Requirements: Your company permission level

Whether you’re based in London or New York, working with Pounds or Dollars, Streamtime’s Company Settings help you to personalise your experience from day one, helping you to reduce unnecessary admin and ensuring you can focus on what matters most.

To access your Company Settings, click the ⚙️ Settings icon in the sidebar and select Your Company.

From here, you can:

By clicking into a branch within your Company Settings, you will be redirected to your Branch Settings. This enables you to set up the important things that might differentiate between your branches. See a comprehensive explanation of each setting in the list below.

Company Name For Quotes, POs & Invoices - The Company Name you want clients to see on any quotes and invoices you create within a job

Company Address - The Address you want clients to see on quotes and invoices

Default Messaging - Customise the default email settings so that it will be applied to all emails sent from this branch.

Terms & Conditions - Customise your Terms & Conditions for Quotes and Invoices. You can also change your payment details within this section, too

Accounting Package - If you're connected to multiple external accounting packages, this will allow you to select which package is relevant to the branch

Date Setting For Quotes, Pos & Invoices - Set up the format of your dates in your quotes and invoices.

Paper Size - Choose between A4 or Letter size for any paper documentation.

Number Formatting For Quotes, Pos & Invoices - Choose how you want your numbers to be formatted for figures in your quotes and invoices.

Default Payment Terms - Set your default payment terms for issuing an invoice within Streamtime to your client

Invoice Numbering Sequence - Set your numbering sequence for your invoices, allowing you to choose where this starts from within Streamtime

Default Tax Rate - Set your company's Default Tax Rate, such as GST or VAT. You can also add a custom Tax Rate if you like.**

Tax Number - Set your ABN, NZBN, UTR or other local tax identifier.

Credit Note Numbering Sequence - Set your numbering sequence for your credit notes, allowing you to choose where this starts from within Streamtime

Reply to addresses - Set your reply to email addresses for invoices, quotes and purchase orders

Branch Logo and Display Name - Click on the image next to the Display name to upload your Logo (this will appear on quotes, invoices & POs)

Branches can help you to differentiate between different divisions or locations within your business, or can even be utilised to set up an identity for an entirely different business. Whatever your circumstances, we can help accommodate your needs.

Whilst in your company settings, hit the ‘Create New’ button in the top-right hand corner to create a new branch.

If this option isn’t available to you, please reach out and we can help.

Each branch can be individually configured, allowing you to customise your Company Profile page and manage the settings for each one individually.

When creating a new job, you’ll be asked to assign it to a branch. To change the branch of an existing job:

This ensures the job is aligned with the correct location or team and reflects the right branding and financial settings.

You can assign team members to specific branches at the time of invitation. To change this later:

Assigning branches helps in filtering reports and managing team visibility within specific operational units.

You can generate branch-specific reports in two ways:

If you’re trying to decide between creating multiple accounts or multiple branches, the below information can help you understand the difference.

Multiple Branches

Multiple branches means creating branches in addition to your main branch, which are held within the same Streamtime account.

If you choose to create multiple branches, your teams will be able to see jobs for all branches, and (if needed) work collaboratively across these.

In short, it’s a useful way to handle multiple entities, where resources are shared across the branches and jobs.

One thing to note here, is that whilst your jobs can be created in additional currencies, and you can set up views for additional currencies within Streamtime, your account will always have a home currency - which will be whichever currency you set up the account with in the first place.

Multiple Accounts

Multiple accounts is exactly what it says - setting up additional Streamtime accounts, and having those teams entirely separated.

This is a good option if your team does not share resources across jobs, as it allows for complete separation of jobs, team members, and resources.

You can also set a separate home currency per account, so if you want each of your teams to have an account that is set up within their home currency for reporting and data visualisation purposes, this is a great way to do this.

If you're wanting to learn more on the rest of Streamtime's account settings, head over to our getting started with Streamtime article to learn more about setting up your rate cards, master items, and more!