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

Read Guide →

How to export data

This guide explains how to export project data.

Read Guide →

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.

Read Guide →

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.

Read Guide →

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.

Read Guide →

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.

Read Guide →

How to edit a project

This module explains how to edit the details of a project.

Read Guide →

How to clone a project

This module explains how to clone the details of a project.

Read Guide →

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.

Read Guide →

How to use the project calendar

The Project calendar allows users to view Projects visually in a selected date range.

Read Guide →

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.

Read Guide →

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.

Read Guide →

How to enter expenses

In this module, learn how to enter expenses against a project you have been assigned to.

Read Guide →

How to view a quote

In this module, learn how to view a quote’s information.

Read Guide →

How to edit a quote

In this module, learn how to edit a quote’s information.

Read Guide →

How to accept a quote

In this module, learn how to accept a quote, and make it a project.

Read Guide →

How to clone a quote

In this module, learn how to clone a quote.

Read Guide →

How to invoice project milestones

In this module, learn how to send a project invoice for milestones achieved on fixed price projects.

Read Guide →

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.

Read Guide →

How to enter time

In this module, learn how to enter time against a project you have been assigned to.

Read Guide →

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.

Read Guide →

How to enter materials

In this module, learn how to enter materials against a project

Read Guide →

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.

Read Guide →