Company

In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.

General Tab

Under GENERAL enter your Company Name, Date Format and home Time Zone. Upload a company logo to display in the TidyEnterprise ribbon and on reports.

Employment Contract Tab

In the EMPLOYMENT CONTRACT tab you can set employment contract details which apply by default across the company. The fields you enter here will automatically be filled in on the Employment Contract tab of a new user (Read Global settings - Users - Add or edit a user) (these entries can be subsequently changed). You may choose not to set some company defaults by leaving them blank.

The following two settings are important in defining how TidyEnterprise behaves for all users:

  • Allow users to assign themselves to Projects?: Use this option if you want to allow all users to assign themselves to projects or alternatively leave it unselected and the Project Managers must explicitly assign all users to projects.
  • Allow Self Estimates: This option will control whether or not Users' own estimates will appear on their My Console (Read Dashboard - My console) screen, and whether the time/task entries on the Project Edit screen (Read Project - Create a project) will be annotated with these estimates. It applies to all users.
  • Show Start Time Entry on Mobile: This option will allow users to use a mobile device to enter the start time in addition to day and duration.

TidyEnterprise integrates with 3rd party payroll apps. To set up the payroll integration, please read Integrations - Payroll - How to connect with Payroll. Once youve connected to your payroll solution, you can enter the fields as required. After filling the fields, please remember to click Save.

Sales & Purchases Tab

Enter the information to be displayed on Xero Invoices and TidyEnterprise Purchase Orders. Invoice payment terms, may be set to either a fixed day of the month, or a fixed number of days after the invoice date.

Default Sales Line Style and Default Order Line Style - Selectable Style Options are:

  • Basic - Material Name only
  • Material Item Code and Material Name
  • Material Item Name and Material Item Reference
  • Material Item Code, Material Name and Material Item Reference

The selected style determines how individual line items are shown on Xero invoices and Tidy purchase orders, respectively.

If you have long supplier codes, or codes with unusual characters that cannot be encoded in the Code field, you can use the Material Item Reference field in the material item master record when adding materials.

If the box Ignore stock level on unmanaged items is checked, unmanaged items may be sold, even if there is insufficient stock. In other words, the stock level of individual items will be allowed to go negative. Read Inventory - The difference between managed and unmanaged materials.

If you check Require Purchase Order Approval, a Purchaser may create a draft purchase order but only a user with Purchase Approver permission may approve and send to a supplier. Find out more about Global settings - Users - User roles.

If you check Require Assignment, a PO must be assigned to a project.

Landing costs may be shown as separate line item(s) on Xero supplier bills instead of spreading them over the cost of purchased items, by checking Apply landing costs as separate Invoice item.

Multiple delivery addresses (for supplier deliveries) may be added by clicking the Delivery Address drop-down box and entering the address details.

Quotes/Proposals Tab

In TidyEnterprise, a quote is equivalent to a proposal. In QUOTES/PROPOSALS tab, you can customise your Terms. Click SAVE button to save your settings.

Document Management Setup Tab

TidyEnterprise integrates Dropbox for document management, you can easily set up the connection by click the Connect button and sign in your Dropbox account. We explain how to set up Dropbox connection in this article, read Integrations - Dropbox - How to connect with Dropbox..

Advanced Tab

In ADVANCED tab, you can set up automatic numbering for different fields. The Project Code, Purchase Order No., Material Item Code and Quote Code are mandatory. These codes will be used as automatic numbering when you dont have specific number for projects, quotes, purchase orders and material items. The first number in Project Code is used as alphabetical prefix for each project order. For example, a value of 1001 will attempt to assign the next project code to A001. The Quote code prefix is optional, however, we recommend you use a specific letter e.g. Q to differentiate.

If you dont understand the meaning of a field, hover your mouse over for an explanation. After you enter the fields you need, please click SAVE to save the settings.

Note: If a screen has multiple tabs, data may be entered under each tab, without having to save each time. However, do remember to save before exiting the tab set, in this case Company Settings.