Company

In this screen you can add and edit your Company Defaults. These settings provide general company wide information for use in other areas of the application.

General Tab

In the GENERAL tab you can enter your Company Name, Date Format, Base Time Zone, Standard Daily Hours, Standard Days in Week, etc. You can also upload a company logo that will display in the ribbon of TidyWork for your company and on reports. After filling the fields, please remember to click Save button.

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 TidyWork 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 screen, read Dashboard - My console, and whether the time/task entries on the Project Edit screen, read Project - View, edit and clone a project will be annotated with these estimates. It applies to all users.

TidyWork integrates with 3rd party payroll apps, to set up the payroll integration, pleaseread 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 button.

Sales & Purchases Tab

In the Sales & Purchases tab you can define a default value for the staff Charge Rate, read Global settings - Charge rates (this charge can be overridden for each staff member). There are also settings for the information displayed on Invoices and Purchase Orders. This includes the invoice payment terms, which can be set to either +20 days, or the 20th of the following month.

This information is used when generating invoices, and when exporting draft invoices and purchase orders (accounts payable) to Xero.

Note that under the Purchase Orders section, there is an option to set the Default line style for Purchase Orders. This can be a basic style, or a style including the Material Item Reference, Material Item Code, or both. 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 for this information when adding materials, and select a Purchase Order style option that shows this information.

There are some fields that you need be aware of.

If you enable the Require Assignment, it means a Purchase Order has to be assigned to a Project. Learn how to assign Purchase Order to a Project, read Purchase - Assign purchase order to a project

You can add multiple Delivery Addresses by clicking the Delivery Address drop down box and enter the address details.

You can make landing costs a separate item on invoices instead of spreading them over the purchased items by checking the box of Apply landing costs as separate Invoice item.

Click Save button to save your settings.

Quotes/Proposals Tab

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

Document Management Setup Tab

TidyWork 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, please hover your mouse over button, for an explanation. After you enter the fields you need, please click Save to save the settings.