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 export data

This guide explains how to export project data.

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 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 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.

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 use the project calendar

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

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.

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 clone a project

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

How to edit a project

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

How to create a project

Tidy Work provides two ways to create a new project: quick project and new project.

How to approve materials

To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.

How to enter materials

This guide explains how to enter materials for a project.

How to approve time

To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.

How to enter time

This guide explains how to enter time for 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 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 clone a quote

In this module, learn how to clone a quote.

How to create a quote

Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.