Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy
You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll
This guide explains how to export project data.
There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.
This module explains how to view all the details of a project, and takes you through the details of each section.
This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyEnterprise depends on whether the project is Time & Materials or Fixed Price project.
In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
This module explains how to edit the details of a project.
This module explains how to clone the details of a project.
In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.
The Project calendar allows users to view Projects visually in a selected date range.
In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.
In this module, learn how to enter expenses against a project you have been assigned to.
In this module, learn how to view a quote’s information.
In this module, learn how to edit a quote’s information.
In this module, learn how to accept a quote, and make it a project.
In this module, learn how to clone a quote.
In this module, learn how to send a project invoice for milestones achieved on fixed price projects.
In this module, learn how to create a quote. Add estimated tasks, time, materials, expenses, and invoicing milestones to your quote.
In this module, learn how to enter time against a project you have been assigned to.
In this module, learn how to approve time and material entries once they have been submitted. Only users with approver permissions will be able to do this.
In this module, learn how to enter materials against a project
In this module, learn how to create a project, convert a quote into a project and use the resource scheduler to schedule resources to tasks.
