Learn how to complete projects within your Tidy account
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 guide explains how to export project data.
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
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.
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.
The Project calendar allows users to view Projects visually in a selected date range.
If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.
This module explains how to view all the details of a project, and takes you through the details of each section.
This module explains how to clone the details of a project.
This module explains how to edit the details of a project.
Tidy Work provides two ways to create a new project: quick project and new project.
To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.
This guide explains how to enter materials for a project.
To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.
This guide explains how to enter time for 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.
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 clone a quote.
Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.