🙌 Special Mentions
Tracking Categories
Streamtime integration with Xero works a lot harder for our users with the addition of Tracking Categories as part of an advanced Xero integration! If your Xero subscription already allows for Tracking Categories, you can now select two Streamtime fields to link to your tracking categories in Xero. This leads to less time spent on admin and even better reporting. See this article for more info.
Improvements to your customer-facing emails
After this release, you're able to specify a reply-to email address on all commercial documents in Streamtime, which will help customers get their answers quicker if they are trying to speak with your accounts team. This can be set up in Your Company as part of the Branch settings.
Additionally, an email recipient is now able to see who else has received the same commercial document. This hopefully prevents you from receiving unwanted follow-ups from your team (and clients🤭) when not necessary.
🎛️ Role planning improvements
You can now swap one team member for another and carry over the remaining planned hours. Additionally, you're able to unassign a person but retain time as unassigned time.
Important scenarios to consider:
If time is logged on an item, when adding another user it will move the remainder of the planned hours and keep the logged hours under the existing user
If there's scheduled time, it will be moved to the new user
If the new user is already assigned to the item, we will add the additional hours to that user
If you have already logged more time than you planned on an item, the new user will be created with 0 planned time (because there's none left!)
If the existing user has scheduled time, clicking on X will not remove that user from the item (because the scheduled time has to be assigned to somebody!). It will simply move the remaining planned hours to an unassigned role under the same item
💅 Small but mighty
There's now the ability to filter Schedule View ‘To Do’s’ by Team Members assigned to the Job
You can now assign a role from the Schedule via the 3-dot menu on Jobs and their items
🛠 Fixes
Sell values ($) of unassigned time on the schedule when used + scheduled/planned $ setting is on are now showing $ instead of H
Streamtime now force-logs out a user that was hibernated or deleted
We fixed an issue where the approved date column was showing as blank on quotes
Fixed a timezone issue where in certain scenarios "To" and "From" dates don’t include the named dates
‘Undo last merge’ button throwing 404 red bar error on quotes and invoices - fixed