TidyStock

Purchasing

Learn all about sending and receiving purchase orders in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy

Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyWork

Inventory

Learn how to manage your inventory in your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyEnterprise

Purchasing

Learn how to purchase in your Tidy account

Bulk Imports

Learn how to import in bulk to your Tidy account

Sales and Pricing

Learn how to set up your sales and pricing within your Tidy account

Inventory

Learn how to set up your inventory within your Tidy account

Setup

Set up your account in the global settings of Tidy

Projects

Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy

TidyCatalog

Coming soon

Stay tuned to keep updated!

TidyCRM

Coming soon

Stay tuned to keep updated!

TidyClinic

Calendar

Learn how to manage your calendar within your Tidy account

Finances

Learn how to manage finances within your Tidy account

Patients

Learn how to manage patients within your Tidy account

Setup

Learn how to set up your Tidy account

TidyBuild

Bulk Imports

Learn how to import data in bulk to your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Inventory

Learn how to manage your inventory in your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyBuild Guides

Written Guides

Check out our written guides below!

Setup

Set up your account in the global settings of Tidy

How to subscribe to TidyBuild

This guide explains how to subscribe to TidyBuild.

Set up Microsoft Project integration

This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.

Setup Xero payroll (only Australia)

Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.

Set up Xero connection

TidyBuild can connect with specific materials/freight accounts in Xero to help you better manage your business.

How to view users

Users are the people in your organisation who will be using Tidy. In this module, learn how to view their information.

How to view a customer

Learn how to view the details of your customers.

Set up users actions on behalf

When using TidyBuild, it is sometimes useful to assume the identity of another Team Member. It can be useful if you wish to see what TidyBuild looks like to that user, or you wish to perform an activity on their behalf.

This guide explains how to add or users, and explains the information found under each tab in the users section.

Set up suppliers

This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.

Set up materials

This is where you can add material items. Materials are essentially your stock.

Set up customer portal

The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.

Set up customers

This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.

Set up templates

Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.

Set up sales tax

The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.

Set up project groups

Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.

Set up departments

At least one company department is required. Add departments, e.g. Administration, Sales and Warehouse to suit your company. Once added, departments are available via a drop-down list when adding or editing users.

Set up expenses

Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.

Set up currencies

Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.

Set up charge rates

Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.

Set up company settings

In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.

Alerts show when: profitability exceeds revenue, milestones are overdue, budget exceeds planned costs, earned value is less than planned costs, time is rejected, utilisation exceeds capacity.

Set up activities

A Task is typically a small goal of your organisation, it is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities from which you can select to achieve your tasks.

Set up countries

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.

Inventory

Learn how to manage your inventory in your Tidy account

How to disable and delete a material

If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.

How to clone a material

This guide explains how to easily clone materials and all of it’s details.

Projects

Learn how to complete projects within your Tidy account

How to run a report

There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

How to export data

This guide explains how to export project data.

How to export payroll

You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll

How to add project adjustments to a project

In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to add time adjustments to a project

In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to use the project calendar

The Project calendar allows users to view Projects visually in a selected date range.

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.

How to view a project

This module explains how to view all the details of a project, and takes you through the details of each section.

How to clone a project

This module explains how to clone the details of a project.

How to edit a project

This module explains how to edit the details of a project.

How to create a project

Tidy Work provides two ways to create a new project: quick project and new project.

How to approve materials

To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.

How to enter materials

This guide explains how to enter materials for a project.

How to approve time

To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.

How to enter time

This guide explains how to enter time for a project.

How to approve expenses

In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.

How to enter expenses

In this module, learn how to enter expenses against a project you have been assigned to.

How to view a quote

In this module, learn how to view a quote’s information.

How to edit a quote

In this module, learn how to edit a quote’s information.

How to clone a quote

In this module, learn how to clone a quote.

How to create a quote

Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.

Purchasing

Learn how to complete purchasing tasks within your Tidy account

How to view invoice history

In this module, learn how to view your invoice history, download a copy and email to your clients.

How to view invoice queue

In this module, learn how to view your invoice queue.

How to view purchase order history

In this module, learn how to view your purchase order history.

How to receive a purchase order

This guide explains how to receive a purchase order in order to accept the stock into your system.

How to split a purchase order

In this module, learn how to split a purchase order.

How to view a purchase order

In this module, learn how to view your purchase order history.

How to edit a purchase order

In this module, learn how to edit purchase orders.

How to assign a purchase order to a project

This guide takes you through the steps to assign a purchase order to a set project.

How to create a purchase order

In this module, learn how to create a purchase order.

Bulk Imports

Learn how to import data in bulk to your Tidy account

How to bulk import customers

This feature allows you to quickly import your customers in bulk.

How to bulk import materials

This feature allows you to bulk import your materials faster.

How to bulk import users

This feature allows you to quickly import your users in bulk.

How to bulk import suppliers

This feature allows you to bulk import your suppliers.

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!