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.

Set up my console

The my console screen allows you to create reports on time, material, and expense entries.

Set up resource dashboard

This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.

Set up Microsoft project integration

This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.

Set up manager dashboard

This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.