Step 1.
Go to Company under Global settings. Under the General tab enter your Company Name, Date Format and home Time Zone. Upload a company logo to display in the TidyEnterprise ribbon and on reports.
Step 2.
In the Employment contract tab you can set employment contract details which apply by default across the company. You may choose not to set some company defaults by leaving them blank.
Step 3.
Allow users to assign themselves to Projects? allows all users to assign themselves to projects. Leaving it unselected means Project Managers must explicitly assign all users to projects.
Allow Self Estimates controls whether or not Users' own estimates will appear on their My Console screen, and whether the time/task entries on the Project Edit screen will be annotated with these estimates. It applies to all users.
Show Start Time Entry on Mobile will allow users to use a mobile device to enter the start time in addition to day and duration.
Step 4.
In the Sales and purchases tab enter the information to be displayed on Xero Invoices and TidyEnterprise Purchase Orders. Invoice payment terms, may be set to either a fixed day of the month, or a fixed number of days after the invoice date.
Step 5.
If you have long supplier codes, or codes with unusual characters that cannot be encoded in the Code field, you can use the Material Item Reference field in the material item master record when adding materials.
Step 6.
If the box Ignore stock level on unmanaged items is checked, unmanaged items may be sold, even if there is insufficient stock. In other words, the stock level of individual items will be allowed to go negative.
If you check Require Purchase Order Approval, a Purchaser may create a draft purchase order but only a user with Purchase Approver permission may approve and send to a supplier.
If you check Require Assignment, a PO must be assigned to a project.
Landing costs may be shown as separate line item(s) on Xero supplier bills instead of spreading them over the cost of purchased items, by checking Apply landing costs as separate Invoice item.
Step 7.
The Default Sales Line and Default Order Line Styles options are:
Step 8.
Multiple delivery addresses (for supplier deliveries) may be added by clicking the Delivery Address drop-down box and entering the address details.
Step 9.
In TidyEnterprise, a quote is equivalent to a proposal. In the Quotes/ Proposals tab, you can customise your Terms. Click Save button to save your settings.
Step 10.
TidyEnterprise integrates Dropbox for document management. You can easily set up the connection in the Document management tab by clicking Connect and signing in your Dropbox account.
Step 11.
In the Advanced tab, you can set up automatic numbering for different fields.
The Project Code, Purchase Order No., Material Item Code and Quote Code are mandatory. These codes will be used as automatic numbering when you dont have specific number for projects, quotes, purchase orders and material items. The first number in Project Code is used as alphabetical prefix for each project order. E.g. a value of 1001 will attempt to assign the next project code to A001. The Quote code prefix is optional, however, we recommend you use a specific letter e.g. Q to differentiate.
If you don't understand the meaning of a field, hover your mouse over the question mark for an explanation.
Step 12.
After you enter the fields you need, please click Save to save the settings.
Note: If a screen has multiple tabs, data may be entered under each tab, without having to save each time. However, do remember to save before exiting the tab set, in this case Company Settings.
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