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.