Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy
In this module, learn how to send a project invoice for milestones achieved on fixed price projects.
In this module, learn how to receive items on a purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.
In this module, learn how to use the order queue to create a purchase order for material items used in projects.
In this module, learn how to approve time and material entries once they have been submitted. Only users with approver permissions will be able to do this.
In this module, learn how to enter materials against a project
In this module, learn how to enter time against a project you have been assigned to.
