Yes, setting up tracking codes in Xero is essential for reporting job costings and profitability. Ensure that after making any changes in Xero, you refresh the tracking codes in Tidy by going to GlobalSettings -> Xero -> Tracking (tab) and clicking "Refresh from Xero," then saving the changes.
To track job profitability in Xero, you need to use Xero's Tracking Categories. Tidy Work aligns tracking categories at the Project Group level, so when you invoice a project, the tracking options from the group are applied to the invoice.
Currently, Tidy does not have a single "assign all" button at the task or department level for automatically allocating staff to each task in a project. However, you can streamline the process by setting up a project template with predefined task and staff assignments. Using the cloning function, you can quickly create new projects based on these templates, which will inherit the task assignments.
You may also consider creating multiple templates for different groupings of users, tasks, and assignments. Additionally, you can create a "super template" with a broad range of tasks and selectively include or exclude tasks during the cloning process, based on the specific needs of the project.
Currently, there is no single button like "assign all" at the task or department level. However, our recommendation would be to set up a project as a template and use the cloning function to initiate a new project from that template, which will inherit the assignments. The customer might consider creating several template projects for different groupings of users, tasks, and assignments. Additionally, the customer can create a comprehensive "super template" with a wide range of tasks, and during the cloning process, deselect any tasks that are not applicable. This method will help streamline the assignment process.
TidyWork uses Microsoft Azure web services and platform, with data for New Zealand and Australia stored on US servers.
If you are currently using WorkFlow Max, the migration process is straightforward and can be completed promptly. However, if you have previously used WorkFlowMax and exported your data, we can assist you with the migration process once you have the exported data ready.
TidyWork can support subscription billing by setting up specific individual tasks within a project to represent the subscription.
Custom pricing, including discounts, is only available in TidyStock and TidyEnterprise, not in TidyWork.
Yes, custom email IDs can be used for communication in TidyWork.
TidyWork provides basic forecasting through a graph on the dashboard, but for detailed forecasting, more information from the trialist would be needed.
No, TidyWork cannot manage invoicing for two separate Xero files with different currencies.
If you want to run reports so VAT is included, what is the purpose of this? If you require reports that include VAT, please specify the purpose, as tax-related matters are typically managed in Xero.
All reports in TidyWork are generated exclusive of Sales Tax (VAT, GST, etc.).
Our project management software TidyWork can handle scheduling and allocating time to jobs/projects.
All reports in Tidy are exclusive of Sales Tax (VAT, GST etc). The values shown on these reports run in Tidy will be exclusive of VAT. So if it is a Sales report, every sale will be exclusive of VAT.
If tax is involved in any capacity, it should be managed within the financial accounting system, Xero.
So if they sell products to different customers, some with VAT and some with no VAT, then generating the VAT activity report is done in Xero.
We can invoice a customer with specific tax settings, such as VAT or no VAT, configured in TidyWork's customer settings.
TidyWork does not provide real-time pop-up reminders to order materials.
You can look at the stock re-order dashboard, but need to click on items to re-order them.
Customer order tracking is limited to Sales orders in TidyStock/TidyEnterprise.
If you want project management, you need TidyEnterprise.
The orange truck icon, indicating that a purchase order can be received, appears only if the purchase order's status is set to 'sent'.
To view all purchase orders, click 'Advanced' and then configure the date range.
