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 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.