How to enter and submit unplanned materials on a mobile device

In this module, you’ll learn how to enter unplanned materials against an existing project using a mobile device. This functionality is useful when you need to add a material that wasn’t originally assigned to the project. The system pulls material details directly from your inventory, ensuring consistency with existing stock data. While Tidy doesn’t have a mobile app, you can easily access the mobile-friendly web version by entering your Tidy account link in your phone’s browser.

How to enter and submit time on a mobile device

In this module, learn how to enter time against a project on a mobile device. While Tidy doesn’t have a mobile app, you can easily access the mobile-friendly web version by entering your Tidy account link in your phone’s browser.

How to undo a sent purchase order

In this module, learn how to undo a sent purchase order. This can be utilised if the Purchase Order has been inadvertently marked as "SENT", but still needs editing.

How to edit or delete an approved expense

In this module, learn how to edit or delete an approved expense.

How to disable/delete Users

You can manage user access and status through the Users tab in the Global Settings page. Depending on whether the user is involved in ongoing or historical projects, you may choose to disable or delete them.

How to invoice items separately

This guide explains how to invoice tasks, times, materials, and expenses on a project separately.

How to search for a material item by reference

TidyWork allows you to add material items to your Purchase orders or Sale orders, by searching for them using their reference.