Streamtime Classic - 'How To'

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122 articles in this collection
Written by Danielle Wilson, Nate Mateu, and Miel De Rycke and 4 others
General

Streamtime is running a bit slow, how can I speed it up?

If your Streamtime database is slow to load, here are the areas you can optimise.
Written by Danielle Wilson
Updated over a week ago

Best Practices - Optimisation of Streamtime Database

Keep your Streamtime database in order to optimise performance for you and your team.
Written by Danielle Wilson
Updated over a week ago

Best Practices - Optimisation of Client / FileMaker Pro

Follow these suggestions to make sure your client machine is optimised to access Streamtime.
Written by Danielle Wilson
Updated over a week ago

Best Practices - Optimisation of Server / FileMaker Server

Ensure your server is setup in the best possible way.
Written by Nate Mateu
Updated over a week ago

Housekeeping - how to keep your Streamtime database current & tidy

Help improve performance by keeping your database up to date.
Written by Danielle Wilson
Updated over a week ago

Unlocking Jobs, Quotes, Orders and Invoices in Streamtime

'Your access privileges do not allow you to perform this action' error - caused by the quote/job/invoice being locked.
Written by Danielle Wilson
Updated over a week ago

Making changes to your Rate Card (Cost Matrix) items

The 'heart and soul' of Streamtime Classic. Changes in here can have knock-on effects.
Written by Danielle Wilson
Updated over a week ago

Working with Multiple Currencies in Streamtime

How to setup your Streamtime to allow for multiple currencies.
Written by Miel De Rycke
Updated over a week ago

Adding and Removing Licenses

Written by Derek Lingley
Updated over a week ago

How to perform a Find in Streamtime

Searching (performing a find) in Streamtime explained in detail.
Written by Danielle Wilson
Updated over a week ago

How do I search by a date range?

Find records within a certain date range. Once you know how, it's a whole new world!
Written by Danielle Wilson
Updated over a week ago

Can I access Streamtime Classic from outside the office?

The most popular ways to connect to your Streamtime Classic database remotely.
Written by Miel De Rycke
Updated over a week ago

Single User - How to back up your database

Single User? Here's how to make sure your Streamtime database is backed up in case the worst happens.
Written by Ryan Clement
Updated over a week ago

Migrating Streamtime to New Server

How to move Streamtime to a new server in your office.
Written by Miel De Rycke
Updated over a week ago

How do I create Reminders in Streamtime?

See how reminders work in Streamtime.
Written by Danielle Wilson
Updated over a week ago

Text Formatting in Streamtime

If your text is displaying with unusual colours, font or style it has most likely come across when copied from a 3rd party app.
Written by Danielle Wilson
Updated over a week ago

How do I delete in Streamtime?

See how to delete information from Streamtime. FYI - there is no undo option.
Written by Danielle Wilson
Updated over a week ago

Duplicating in Streamtime

The different duplication options available in Streamtime explained.
Written by Danielle Wilson
Updated over a week ago

Adding or Updating Credit Card Details in mystreamtime.com

Avoid any issues by updating your account credit card via your customer portal.
Written by Derek Lingley
Updated over a week ago
Jobs

How can I select multiple staff for tasks or jobs?

Written by Michael O'Riley
Updated over a week ago

How can I schedule in Streamtime?

Written by Michael O'Riley
Updated over a week ago

How do I schedule unassigned tasks?

Written by Michael O'Riley
Updated over a week ago

Managing Retainer Work in Streamtime – Creating retainer tasks on any job

Written by Danielle Wilson
Updated over a week ago

Managing Retainer Work in Streamtime - Creating Retainer Jobs

Written by Michael O'Riley
Updated over a week ago

Creating a timeline of milestones on a job

Written by Michael O'Riley
Updated over a week ago

Creating Tasks on the Task Calendar

Written by Michael O'Riley
Updated over a week ago

Allocating time on the weekend in the Task Calendar

Having trouble allocating time on the weekend in the Task Calendar? This article will show you how to get around this issue.
Written by Patrick Morgan
Updated over a week ago

How can I capture and invoice client amendments?

Written by Michael O'Riley
Updated over a week ago

Understanding Billable vs Non Billable time

Written by Michael O'Riley
Updated over a week ago

How do I add expenses to a job?

Written by Michael O'Riley
Updated over a week ago

How can I move time between jobs?

Written by Michael O'Riley
Updated over a week ago

Splitting Tasks

Written by Michael O'Riley
Updated over a week ago

How do I create and assign tasks?

Written by Michael O'Riley
Updated over a week ago

Making Tasks Billable or Non Billable

Written by Michael O'Riley
Updated over a week ago

How do I add purchase orders to a job in Streamtime Classic?

Written by Danielle Wilson
Updated over a week ago

Locking/Unlocking multiple Jobs

Written by Danielle Wilson
Updated over a week ago

What is a project in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Managing Projects in Streamtime

Written by Michael O'Riley
Updated over a week ago

Managing Projects - one quote, one job, one invoice

Written by Michael O'Riley
Updated over a week ago

Managing Projects - create individual jobs and invoice each job separately

Written by Michael O'Riley
Updated over a week ago

Managing Projects - one job for invoicing and individual jobs to capture time & orders

Written by Michael O'Riley
Updated over a week ago

How do I create Custom Fields so I can label/tag my jobs?

Written by Michael O'Riley
Updated over a week ago

How do I manage freelancers/contractors in Streamtime?

Written by Michael O'Riley
Updated over a week ago

What's the difference between job owner and manager?

Written by Miel De Rycke
Updated over a week ago
Reports

Year by Month Financial Overview

Written by Michael O'Riley
Updated over a week ago

Total Time and Sales by Client

Written by Michael O'Riley
Updated over a week ago

Time and Materials (by Staff and Job)

Written by Michael O'Riley
Updated over a week ago

What is Gross Profit?

Written by Michael O'Riley
Updated over a week ago

Time & Materials by Project

Written by Michael O'Riley
Updated over a week ago

Time & Materials by Day

Written by Michael O'Riley
Updated over a week ago

Tasks by Job

Written by Michael O'Riley
Updated over a week ago

Profitability by Job

Written by Michael O'Riley
Updated over a week ago

Job Summary Report

Written by Michael O'Riley
Updated over a week ago

Job Profit with Margins

Written by Michael O'Riley
Updated over a week ago

How can I Forecast Gross Profit in Streamtime?

Written by Miel De Rycke
Updated over a week ago

Getting quick financial details on a job in Streamtime

Written by Michael O'Riley
Updated over a week ago

Timesheet by Category (formerly called Detailed Category)

Written by Michael O'Riley
Updated over a week ago

How do I run reports in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Client Manager Performance

Written by Michael O'Riley
Updated over a week ago

Category Income vs Time Logged

Written by Michael O'Riley
Updated over a week ago

Amount to Invoice Report

Written by Michael O'Riley
Updated over a week ago

Setting up Client Budgets

Written by Michael O'Riley
Updated over a week ago

Quoted vs Actual vs Invoiced

Written by Michael O'Riley
Updated over a week ago

Job Cost Report (JCR)

Written by Nate Mateu
Updated over a week ago

Time and Materials by Staff

Written by Michael O'Riley
Updated over a week ago

Timesheet Week View

Written by Michael O'Riley
Updated over a week ago

Estimated Task Time vs Total Timesheet Entries

Written by Michael O'Riley
Updated over a week ago

Billable vs Non Billable Timesheet Summary

Written by Michael O'Riley
Updated over a week ago

Staff Capacity Report

Written by Michael O'Riley
Updated over a week ago

Detailed Costs by Job

Written by Michael O'Riley
Updated over a week ago

Creating custom reports with the data from Streamtime

Written by Miel De Rycke
Updated over a week ago

How can I get a WIP report out of Streamtime?

Written by Michael O'Riley
Updated over a week ago

Quarterly Costs and Revenue Report

Written by Michael O'Riley
Updated over a week ago

Sales (by Cost Matrix items)

Written by Michael O'Riley
Updated over a week ago

Quoted vs Actual vs Invoiced with Variances

Written by Michael O'Riley
Updated over a week ago

Timesheet Summary (Weekly)

Written by Michael O'Riley
Updated over a week ago

Total Time and Sales by Job

Written by Michael O'Riley
Updated over a week ago

Detailed Cost & Sell by Job

Written by Michael O'Riley
Updated over a week ago