Setup

Set up your account in the global settings section of Tidy

TidyEnterprise

Set up your project groups

In this module, learn how to add project groups. These are used to categorise projects when they are displayed in your project list and on dashboards.

Set up your custom templates

Learn how to create custom templates for sales quotes, packing slips, project proposals, project quotes, and purchase orders. Use our template codes to add fields to your document template.

Set up your expenses

In this module, learn how to add expenses. These are the day-to-day operational costs of running your business. Later, you can enter these expenses against projects.

Set up your accounting

Tidy's integration with Xero accounting means that when you make sales, purchases, and adjustments to your stock in TidyEnterprise, your Xero financial records are automatically update. In this module, learn how to set up the connection to Xero from your TidyEnterprise account.

Set up your material items

In TidyEnterprise, stock items are referred to as "material items". Sometimes, they're simply called "materials" or "items". In this module, learn how to set up and add material items to your TidyEnterprise account. You'll use them to make sales, purchases, create assemblies, and more.

Set up your customers

Learn how to add customers to your TidyEnterprise account. These are the individuals or companies who purchase stock from you.

TidyStock

Set up your tax rates

If your business trades internationally, it's helpful to set different tax rates to fulfil regional requirements. In this module, learn how to add sales tax rates, to your TidyStock account. Please note that the multiple tax rates option is only available under certain plans.

Set up your users

Users are the people in your organisation who will be using TidyStock. In this module, learn how to set up their logins and permissions. Also learn how to act on behalf of other users.

User types and permissions

When setting up your users, you must select which roles and permissions they have. In this module, learn about different users roles and what areas they can view or edit in TidyStock.

Set up your suppliers

In this module, learn how to add suppliers to your TidyStock account. These are the people or organisation's that you purchase stock from.

Set up your material items

In TidyStock, stock items are referred to as Material Items. Sometimes, they're simply called "materials" or "items". In this module, learn how to set up and add material items to your TidyStock account. You'll use them to make sales, purchases, create assemblies, and more.

Set up your customers

In this module, learn how to add customers to your TidyStock account. These are the individuals or companies who purchase stock from you.

TidyStock TidyWork TidyEnterprise TidyCommerce TidyBuild TidyClinic

TidyAcademy is your one-stop shop for everything you need to know about the variety of products within the Tidy ecosystem. From TidyStock to TidyWork, TidyEnterprise, TidyCommerce, TidyClinic and TidyBuild, everything you need is right here. Whether you prefer written or video documentation, we have content to suit your needs!

Setup

TidyEnterprise

Set up your project groups

Set up your custom templates

Set up your expenses

Set up your accounting

Set up your material items

Set up your customers

TidyStock

Set up your tax rates

Set up your users

User types and permissions

Set up your suppliers

Set up your material items

Set up your customers

Products

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