Category: What’s New Wednesday

🏆 We’re Shining Gold! 🏆

We’re thrilled to announce that Streamline Management has officially been awarded Xero Gold Partner status!

This isn’t just a shiny new badge – it’s a huge milestone for our team and a reflection of our commitment to helping our clients succeed using the best cloud-based accounting technology available.

Ready to experience gold class Bookkeeping?
If you’re already a client – you are already working with Xero experts.
If you’re not yet a client – we’d love to show you the difference that Gold Partner level support can make to your business.
Heres to shining bright and achieving great things together!

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Level Up! We’re Officially Syft Pro Advisors

We just got certified – in a good way!

Nicole and Monika spent last week training to level up from Advisors to Syft Analytics Pro Advisors!

If you saw our recent blog about the Syft case study (where we solved that tricky consolidated cash flow problem!), you already know we love this tool. And now we have new certificates to prove it!

Want to see the difference next-level data can make? Let’s discuss how we can use our Syft Pro expertise to fine-tune your next financial review.

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Syft Analytics casestudy – How we streamlined consolidated cashflow forecasting

Shoutout to Syft Analytics for featuring us in their new case study!
We love being able to tell the story behind the numbers. In this piece, we share how we cracked the code on providing consolidated cash flow forecasting for our multi-entity clients.

Syft helped us turn a notoriously manual, complex process into a streamlined 😉 solution that provides our clients with clear insights (including words and graphs for those business owners who are afraid of looking at a page of numbers).
Contact us if you’d like help to consolidate or visualise your business progress

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What’s New Wednesday – Mileage claims for your team

It’s now really easy for your team to submit a cents per km claim in Dext for work trips.*
They can create a mileage claim using the phone app or in the browser when they are back at their desk.
ReceiptBank/Dext has you covered – just like all your other work related expenses.

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End Of Financial Year timeline

What does the EOFY timeline look like?
You need to get your accounts up to date now and chat to your accountant about tax planning
Keep calm, its only End Of Financial Year!

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Xero 2025 subscription updates

Xero is updating plan inclusions now and prices will increase on 1st July.
Ask us to help you review your plan to confirm you have the features you need. It’s easy to switch and you don’t need to commit to a long timeframe.

When was the last time you reviewed your prices?

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What’s New Wednesday – ReceiptBank Dext Mileage

It’s now really easy to submit a claim for business trips in your own car.
You can create a mileage claim using the phone app or in the browser when you are back at your desk.
ReceiptBank/Dext has you covered – just like any other work related expenses.

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What’s New Wednesday – Dext Vault

Receiptbank/Dext Vault makes it simple to store and retrieve documents, with smart tools to keep everything automatically organised, searchable, and secure.

For years you’ve been asking us where to store employment contracts, sick notes and pay increase letters (and thankfully not too often – written warnings) – Vault is the answer!

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