Streamline

The Streamline integration posts expense costs and labor onto Streamline work orders, so owners see exactly what each job cost on their statements.

What syncs

From Accountable to Streamline	From Streamline to Accountable
Expense costs as work order line items	Units, imported as properties
Labor hours, at your hourly rate	Work orders, for linking and in Work Orders
Receipts attached to the work order
New work orders created from Accountable
Inventory charges and work order costs

Connect Streamline

1. In Streamline, create an API token key and secret for Accountable.
2. In Accountable, go to Settings > Integrations > Property Management and click Get Started.
3. Choose Streamline and enter the Token Key and Token Secret.
4. Submit, then click Import Properties on the Properties page.

Accountable renews Streamline tokens automatically.

Streamline settings

Setting	What it does
Default Processor ID	The Streamline user (processor) Accountable creates work orders as. Without it, creating a new work order isn't available.
Default Vendor ID	The vendor set on a work order so it can be closed after sync.
Default Parent Task Id / Default Subtask Id	Defaults for new work orders.
Hourly Rate	Enables Labor Time on transactions, in hours and minutes.
Allow Default Markup	Applies Streamline's default markup to work order costs.
Close Work Order After Sync	Closes the work order once its costs sync. Leave off to keep adding costs later.
Enable Combine All Fees	Combines all fees when creating a work order.
Include Notes to Work Order / Include Notes to Owner Description	Copies transaction notes into Streamline.

Linking purchases to work orders

Add Streamline Work Order to your link fields so field staff pick the work order when they buy. They can search existing work orders or tap Create a Work Order and enter a title. See Linking a Breezeway task or work order.

Common issues

• Can't create a work order: set the Default Processor ID.
• Work order won't close after sync: set the Default Vendor ID and turn on Close Work Order After Sync.
• "There was an error creating this work order": check whether the work order already exists in Streamline.
• Labor Time doesn't appear: set an Hourly Rate.

Tip: Create a dedicated Streamline user for Accountable so its activity is easy to spot in Streamline.