Setup

Set up your account in the global settings section of Tidy

TidyEnterprise

Set up your users

Users are the people in your organisation who will be using Tidy. In this module, learn how to set up their logins and permissions. Also, set up their timesheet details, salary and charge rates for projects.

Set up your charge rates

In this module, learn how to add charge rates. These are the hourly rates that you charge to customers for labour on projects.

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.

Products

TidyStockTidyWorkTidyEnterpriseTidyCommerceTidyBuildTidyClinic

About Us

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!

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