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.

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.