TidyStock

Purchasing

Learn all about sending and receiving purchase orders in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy

Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyWork

Inventory

Learn how to manage your inventory in your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyEnterprise

Purchasing

Learn how to purchase in your Tidy account

Bulk Imports

Learn how to import in bulk to your Tidy account

Sales and Pricing

Learn how to set up your sales and pricing within your Tidy account

Inventory

Learn how to set up your inventory within your Tidy account

Setup

Set up your account in the global settings of Tidy

Projects

Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy

TidyCatalog

Coming soon

Stay tuned to keep updated!

TidyCRM

Coming soon

Stay tuned to keep updated!

TidyClinic

Calendar

Learn how to manage your calendar within your Tidy account

Finances

Learn how to manage finances within your Tidy account

Patients

Learn how to manage patients within your Tidy account

Setup

Learn how to set up your Tidy account

TidyBuild

Bulk Imports

Learn how to import data in bulk to your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Inventory

Learn how to manage your inventory in your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyWork Guides

Setup

Set up your account in the global settings of Tidy

Set up my console

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

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Set up resource dashboard

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

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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.

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Set up manager dashboard

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

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How to subscribe to TidyWork

This guide explains how to subscribe to TidyWork.

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Setup Xero payroll (only Australia)

Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.

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Set up Xero

TidyWork can connect with specific materials/freight accounts in Xero to help you better manage your business.

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Set up users actions on behalf

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.

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Set up users

this guide explains how to add or users, and explains the information found under each tab in the users section.

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Set up suppliers

This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.

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Set up your material items

This is where you can add material items. Materials are essentially your stock.

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Set up a customer portal

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.

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Set up customers

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.

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Set up departments

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.

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Set up activities

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.

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Set up charge rates

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.

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Set up alerts

Alerts can be set to notify you when profitability, milestones, budget, earned value, time, utilisation, etc. exceed or fail to meet the set threshold

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Set up countries

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.

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Set up currencies

Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.

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Set up your company settings

The company tab allows you to fill out all necessary information about your company, including employment contracts, sales and purchases, quotes/ proposals, etc.

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Set up your expenses

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.

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Set up your project groups

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.

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Set up your sales tax

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.

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Set up your custom templates

Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.

Read Guide →

TidyStock TidyWork TidyEnterprise TidyCommerce TidyBuild TidyClinic

TidyAcademy is your one-stop shop for everything you need to know about the variety of products within the Tidy ecosystem. From TidyStock to TidyWork, TidyEnterprise, TidyCommerce, TidyClinic and TidyBuild, everything you need is right here. Whether you prefer written or video documentation, we have content to suit your needs!