Setup

Set up your charge rates

In this module, learn how to add charge rates. These are the hourly rates that you charge to customers for labour on projects.

Posted: Friday 10 March 2023
Set up your users

Users are the people in your organisation who will be using Tidy. In this module, learn how to set up their logins and permissions. Also set up their timesheet details, salary, and charge rates for projects.

Posted: Thursday 9 March 2023
User roles and permissions

When setting up your users, you must select which roles and permissions they have. In this module, learn about different user roles and what areas they can create, edit, and view.

Posted: Wednesday 8 March 2023
Set up your countries

When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection

Posted: Tuesday 7 March 2023
Set up your currencies

If you trade internationally, it is useful to set up additional currencies. In this module, new how to add new currencies and update the exchange rate.

Posted: Monday 6 March 2023
Set up your tax rates

If your business trades internationally, it’s helpful to set different tax rates to fulfil regional requirements.

Posted: Sunday 5 March 2023
Set up your locations

In this module, learn how to add new material locations. Locations are where your material items or stock is stored. These might be distribution centres, warehouses, retail stores, or something else.

Posted: Saturday 4 March 2023
Set up your suppliers

In this module, learn how to add suppliers to your TidyEnterprise account. These are the people or organisations that you purchase stock from.

Posted: Friday 3 March 2023
Set up your customers

Learn how to add customers to your TidyStock account. These are the individuals or companies who purchase stock from you.

Posted: Thursday 2 March 2023
Set up your material items

Learn how to set up and add material items to your TidyEnterprise account. You’ll use them to make sales, purchases, create assemblies, and more.

Posted: Wednesday 1 March 2023
Set up your accounting

Tidy’s integration with Xero accounting means that when you make sales, purchases, and adjustments to your stock in TidyEnterprise, your Xero financial records are automatically updated. In this module, learn how to set up the connection to Xero from your TidyEnterprise account.

Posted: Tuesday 28 February 2023
Set up your expenses

In this module, learn how to add expenses. These are the day-to-day operational costs of running your business. Later, you can enter these expenses against projects.

Posted: Tuesday 28 February 2023
Set up your project groups

In this module, learn how to add project groups. These are used to categorise projects when they are displayed in your project list and on dashboards.

Posted: Tuesday 28 February 2023
Set up your custom templates

Learn how to create custom templates for sales quotes, packing slips, project proposals, project quotes, and purchase orders. Use our template codes to add fields to your document template.

Posted: Monday 27 February 2023

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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 and TidyBuild, everything you need is right here. Whether you prefer written or video documentation, we have content to suit your needs!