Set up your account in the global settings section of Tidy
In this module, learn how to add suppliers to your TidyEnterprise account. These are the people or organisations that you purchase stock from.
In this module, learn how to add new material locations. Locations are where your material items or stock is stored. These might be distribution centres, warehouses, retail stores, or something else.
If your business trades internationally, it's helpful to set different tax rates to fulfill regional requirements. In this module, learn how to add sales tax rates to your TidyEnterprise account. Please note that the multiple tax rates option is only available under certain plans.
When initially signing up for TidyEnterprise, you selected a base currency. This is the currency that you transact and do business in. If you trade internationally, it is useful to set up additional currencies. Please note that this is only available under certain plans.
When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection.
When setting up your users, you must select which roles and permissions they have. In this module, learn about different user roles and what areas they can create, edit, and view.
When you migrate stock from Xero to Tidy, you no longer need to maintain stock levels in Xero. Tidy tracks and manages inventory and uses Xero for financial accounting but does not integrate its inventory with Xero's inventory.
Learn how to update your payment card information with us.
