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TidyEnterprise Guides
Check out the written guides below!
Written Guides
Setup
Set up your account in the global settings of Tidy
How to subscribe to TidyEnterprise
This guide explains how to subscribe to TidyEnterprise.
Set up my console
The my console screen allows you to create reports on time, material, and expense entries.
Set up the resource dashboard
This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.
How to 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 the inventory dashboard
This tab is visible to Purchaser, Sales Person with view the inventory dashboard on.
Set up manager dashboard
This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.
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.
Set up payroll
This guide explains how to connect with payroll integrations in TidyEnterprise.
Set up Dropbox
TidyEnterprise integrates with Dropbox for document management. This guide explains how to set up the connection.
Set up capsule CRM
TidyEnterprise integrates with capsule CRM. This guide explains how to set up the connection.
Set up batches
When batch functionality is enabled for a material Item, you can make the assignment of a batch number mandatory for a range of workflow options. Please contact support to turn on the batch function.
Set up actions on behalf of users
When using Tidy Enterprise, it is sometimes useful to assume the identity of another Team Member. It can be useful if you wish to see what Tidy Enterprise looks like to that user, or you wish to perform an activity on their behalf.
How to view a user
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 customer portal
The Customer Portal is a web application that provides a platform in which your customers can view the details of projects where they are the customer. Only charge 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 Xero customers
In this module, learn how to add customers to your TidyStock account, using Xero. These are the individuals or companies who purchase stock from you.
Set up material categories
Define material categories as the first step before adding material items or assemblies. The material category marked as the default will be used when materials are created 'on-the-fly', unless specifically changed.
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.
Set up your 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 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 alerts
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 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 customers
Learn how to add customers to your TidyEnterprise account. These are the individuals or companies who purchase stock from you.
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 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 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 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 locations
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.
Set up your currencies
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.
Set up your tax rates
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.
Set up your suppliers
In this module, learn how to add suppliers to your TidyEnterprise account. These are the people or organisations that you purchase stock from.
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.
Set up your 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.
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.
User roles and permissions
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.
Sales and Pricing
Learn how to set up your sales and pricing within your Tidy account
How to add customer override pricing
In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.
How to add price levels
In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.
How to purchase and receive a batched item
This guide explains how to purchase and receive an item that is set as a batch item.
How to create a batched assembly
When batches are enabled for an Assembly, the Assemble function is a 2-step process: Selecting the batches on the component items (Input) and Assigning batch data to the assembled item (Output).
How to transfer a batched item
This guide explains how to transfer an item that is set as a batch item between locations.
How to sell a batch item
This guide takes you through how to sell a batch item. When a sale is made, any line items that have Batches enabled, display a Batches icon.
How to credit a sale
In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund.
How to create a sale
This guide explains how to Create a sale, explaining the different details necessary to complete it.
How to back order a sale
Create a Sales Order if you are wanting to enter a sale, but not invoice the customer at this stage. Use this option for indent orders or to just get the sale into the system for further details to be added later. The advanced search button in the Sales screen, allows you to search for the On Order sales.
How to view a sale
This guide explains how to view all the details of a Sale.
How to download and email a packing slip
A Packing Slip is produced when a Sale has been completed. This guide explains how to view and email a packing slip.
Purchasing
Learn how to purchase in 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 purchase order history
In this module, learn how to view your purchase order history.
How to view your invoice queue
In this module, learn how to view your invoice queue.
How to create a purchase order for assembly components
In this module, learn how to create draft purchase orders for assembly components.
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 receive a purchase order
In this module, learn how to receive items on a purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.
How to create a purchase order from the order queue
In this module, learn how to use the order queue to create a purchase order for material items used in projects.
Projects
Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy
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 export data
This guide explains how to export project data.
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 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 invoice a project in advance
This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyEnterprise depends on whether the project is Time & Materials or Fixed Price project.
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 edit a project
This module explains how to edit the details of a project.
How to clone a project
This module explains how to clone the details of 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 use the project calendar
The Project calendar allows users to view Projects visually in a selected date range.
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 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 accept a quote
In this module, learn how to accept a quote, and make it a project.
How to clone a quote
In this module, learn how to clone a quote.
How to invoice project milestones
In this module, learn how to send a project invoice for milestones achieved on fixed price projects.
How to create a quote
In this module, learn how to create a quote. Add estimated tasks, time, materials, expenses, and invoicing milestones to your quote.
How to enter time
In this module, learn how to enter time against a project you have been assigned to.
How to approve time and materials
In this module, learn how to approve time and material entries once they have been submitted. Only users with approver permissions will be able to do this.
How to enter materials
In this module, learn how to enter materials against a project
How to create a project and schedule resources
In this module, learn how to create a project, convert a quote into a project and use the resource scheduler to schedule resources to tasks.
Inventory
Learn how to set up your inventory within your Tidy account
How to add quantity breaks
In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.
How to migrate stock from Xero to Tidy
When you migrate stock from Xero to Tidy, you don’t need to maintain stock levels in Xero. Tidy tracks and manages inventory and uses Xero for financial accounting. When a Sale or a Purchase is created in Tidy, the new Current Asset account called Stock on Hand balance will be updated in Xero.
How to disable and delete materials
If there is no purchase or sale history against a specific material item, you can delete it. This feature can be used to ensure material items that are no longer used or that are obsolete can be removed from the material item list, reducing the complexity as well as load times within your Tidy account.
How to add components to an assembly
In this module, learn how to add components to assemblies.
How to clone a material and assembly
In this module, learn how to clone a material and assembly.
Managed and unmanaged items
A material item may be Managed or Unmanaged.
How to use barcodes
Some Material items may require barcodes. Use this guide to learn how to add a barcode, search for a barcode, and add items to sales using a barcode.
How to make material conversions
If you buy in stock or materials in one form of unit (e,g. roll, sheet, bag, weight, etc.) and sell or consume in another type of the same or different unit of measure (square area, linear length, smaller bag size, volume, etc.), then this feature will help you.
How to un-assemble
Currently Tidy does not have a single function to undo the Assemble of an assembly item. To effect such an undo/unassemble action, individual adjustments are needed to the Assembly Item and its component items.
How to complete a stock adjustment
In this module, learn how to add stock adjustments. These adjustments can be used to document 'variations' in material items that occur after the item has been created.
How to create an assembly
In this module, learn how to create an assembly. Assemblies are managed items, by definition. They cannot be unmanaged.
How to use catalogue pricing
The Catalogue Price feature allows you to enter a price from your supplier that will be used when creating a Purchase Order.
How to transfer materials between locations
In this module, learn how to transfer materials between locations. Locations are where your material items or stock is stored. These might be distribution centres, warehouses, retail stores, or something else.
Bulk Imports
Learn how to import in bulk to your Tidy account
How to bulk import batches
To quickly add material prices you can bulk import using the import/ export feature.
How to bulk import material prices
To quickly add material prices you can bulk import using the import/ export feature.
How to bulk import customers
In this module, learn how to bulk import customers to your TidyStock account. These are the individuals or companies who purchase stock from you.
How to bulk import users
Users are the people in your organisation who will be using Tidy. In this module, learn how to quickly add multiple users at once.
How to bulk import materials
To quickly add materials you can bulk import using the import/ export feature.
How to bulk import suppliers
In this module, learn how to add multiple suppliers at once to your Tidy Enterprise account. These are the people or organisation's that you purchase stock from.
