Set up your account in the global settings of Tidy
The my console screen allows you to create reports on time, material, and expense entries.
This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.
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.
This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.
This guide explains how to subscribe to TidyWork.
Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.
TidyWork can connect with specific materials/freight accounts in Xero to help you better manage your business.
This can be used to get a complete view of the project, even if not all resources are using TidyWork to enter their time and materials.
this guide explains how to add or users, and explains the information found under each tab in the users section.
This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.
This is where you can add material items. Materials are essentially your stock.
The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.
This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.
Departments are used to populate a drop down list screen in the Add/edit new user screen to enable you to select a department for each TidyWork user.
A Task is typically a small goal of your organisation. It is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities.
Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.
Alerts can be set to notify you when profitability, milestones, budget, earned value, time, utilisation, etc. exceed or fail to meet the set threshold
The countries tab is an easy way to add or remove countries relevant to your business (e.g. the country a customer or supplier is located). Once added, they are available via a drop-down list when creating or adding customers or suppliers.
Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.
The company tab allows you to fill out all necessary information about your company, including employment contracts, sales and purchases, quotes/ proposals, etc.
Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.
Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.
The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.
Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.