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Streamtime Classic - 'How To'
Streamtime Classic - 'How To'
+4
122 articles in this collection
Written by
Miel De Rycke,
Michael O'Riley,
Jenny Hsu
and 4 others
How do I change the default user when starting Streamtime Classic?
How to replace the default Streamtime login details
Written by
Nate Mateu
Updated over a week ago
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
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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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
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
Jenny Hsu
Updated over a week ago
Duplicating in Streamtime
The different duplication options available in Streamtime explained.
Written by
Jenny Hsu
Updated over a week ago
Contacts, Clients and Suppliers
How can I import my contacts into Streamtime?
Import multiple contact records into Streamtime Classic using this article.
Written by
Jenny Hsu
Updated over a week ago
Using the Sort field to create Contact Lists
How to tag people and companies in Streamtime.
Written by
Michael O'Riley
Updated over a week ago
How can I rename company contacts in Streamtime?
Update your client company name using these steps.
Written by
Michael O'Riley
Updated over a week ago
How do I create correspondence in Streamtime?
Keep track of important pieces of correspondence within your Streamtime company records.
Written by
Michael O'Riley
Updated over a week ago
Exporting a Company list with Contact names included
Need to export your contacts from Streamtime Classic?
Written by
Michael O'Riley
Updated over a week ago
How do I create correspondence templates?
Setup templates to be used when selecting to email records out of Streamtime.
Written by
Michael O'Riley
Updated over a week ago
How can I add contacts to Streamtime?
Add new company records and keep track of prospects, clients and suppliers.
Written by
Michael O'Riley
Updated over a week ago
Quoting
How do I create a quote or estimate in Streamtime?
Creating a quote to send to your client.
Written by
Jenny Hsu
Updated over a week ago
How do I create discounts on quotes and invoices?
Add discounts or extra fees to your quote/invoice using these steps.
Written by
Michael O'Riley
Updated over a week ago
Creating a Quote Template
Create a quote template for common jobs.
Written by
Michael O'Riley
Updated over a week ago
Using Headings and Indents on Quote line items
Format your quotes so they are easier for your clients to read.
Written by
Michael O'Riley
Updated over a week ago
How do I hide line items on Quotes and Invoices?
Merge quote line items to create a simplified version for your clients.
Written by
Michael O'Riley
Updated over a week ago
How do I create a quote with subtotals?
This article takes you through how to create a quote or estimate with subtotals.
Written by
Michael O'Riley
Updated over a week ago
How do I show different options on a Quote?
Offer your client a range of quote options to choose from using one of these options.
Written by
Michael O'Riley
Updated over a week ago
How to Approve and Decline quotes online using Streamtime Web
Once setup, your clients can approve or decline new quotes via a client portal. This article shows you how.
Written by
Michael O'Riley
Updated over a week ago
Time Tracking
Task items missing when adding time?
Written by
Michael O'Riley
Updated over a week ago
How can I complete my tasks in Streamtime Web?
Written by
Michael O'Riley
Updated over a week ago
How can I add time & materials to jobs in Streamtime Web?
Written by
Michael O'Riley
Updated over a week ago
How can I add time to tasks in Streamtime Web?
Written by
Michael O'Riley
Updated over a week ago
How can I add time against tasks?
Written by
Michael O'Riley
Updated over a week ago
How can I record internal time?
Written by
Michael O'Riley
Updated over a week ago
How can I complete and uncomplete tasks?
Written by
Michael O'Riley
Updated over a week ago
Completing Multiple Tasks in Streamtime
Written by
Michael O'Riley
Updated over a week ago
How can I add time or materials to a job?
Written by
Jenny Hsu
Updated over a week ago
How can I edit or delete time entries?
Written by
Michael O'Riley
Updated over a week ago
How do I see extra time spent on a job?
This article helps project managers find time entries that were not recorded against tasks.
Written by
Miel De Rycke
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
Jenny Hsu
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
Paddy 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
Jenny Hsu
Updated over a week ago
Locking/Unlocking multiple Jobs
Written by
Jenny Hsu
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
Purchase Orders
How do I create custom specification fields for purchase orders?
Written by
Michael O'Riley
Updated over a week ago
How do I create a request for tender and associate it with a quote?
Written by
Michael O'Riley
Updated over a week ago
Creating media orders in Streamtime Classic
Written by
Michael O'Riley
Updated over a week ago
Different amounts when transferring items on Invoices/Quotes from Purchase Orders
Written by
Michael O'Riley
Updated over a week ago
Invoicing
PDF of Invoice says COPY
Written by
Michael O'Riley
Updated over a week ago
How can I add a discount to an Invoice in Streamtime?
Written by
Michael O'Riley
Updated over a week ago
Can I track Client payments in Streamtime?
Written by
Michael O'Riley
Updated over a week ago
How do I create an invoice in Streamtime?
Written by
Michael O'Riley
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 Classic
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
Stationery Templates
How do I change my company logo on my Quote or Invoice?
Written by
Michael O'Riley
Updated over a week ago
How do I change my company address details on my Quote or Invoice?
Written by
Michael O'Riley
Updated over a week ago
How do I change the terms and conditions on my Quote?
Written by
Michael O'Riley
Updated over a week ago
How do I add payment details on my Invoice?
Written by
Michael O'Riley
Updated over a week ago
Duplicating Printform and Adding it to Print Centre
Written by
Michael O'Riley
Updated over a week ago
Editing PrintForms - Change the Font & Style
Written by
Michael O'Riley
Updated over a week ago
How to edit text in print forms
This article explains how to make small changes to print templates in the print forms layouts: text boxes, white space, formatting
Written by
Miel De Rycke
Updated over a week ago
Printform printing over multiple pages
Written by
Michael O'Riley
Updated over a week ago
How to fix print forms when text is getting cut off
Written by
Michael O'Riley
Updated over a week ago
Templates - Adding Useful Fields
This article will help you add popular fields to your templates
Written by
Nate Mateu
Updated over a week ago