TidyWork can help your business
Sell products and/or services
- Provide products or services
- Generate a quote or proposal
- Raise and send invoices
Manage people
- Collecting and processing pay
Tasks for Accountants and Bookkeepers
- Payroll Processing
Overview
Discover our unique range of tools and benefits including:
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Project scheduling: Stay on top of deadlines with the resource scheduler and calendar
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Purchase orders: Create purchase orders for materials over different projects with the dynamic purchase order queue
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Custom templates: Produce detailed quote and proposal templates that include your branding, pricing, and terms
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Multiple currencies: Set up multiple currencies and invoice projects to customers in different countries
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Real-time insights: Track project progress, identify bottlenecks, and manage resources using our BI dashboards and customisable reports
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Budget accountability: Track actual time and material costs against your budget in real-time to stay on track or adjust estimates
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Staff management: With easy-to-use, mobile-friendly time sheeting, develop greater insight into how staff time is utilised
We'd love to show you how TidyWork can help your business improve visibility, accuracy and your bottom line. Scroll down to the Getting Started block, click the Explore how to setup link, then click the Start Free Trial button on our landing page and our team will be in touch.
TidyWork + Xero
TidyWork integrates seamlessly with Xero to simplify your workflow. When transactions are made, they are automatically and securely updated in real-time.
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Purchase orders: Once the receipt is confirmed in TidyWork, a supplier bill payable is created in Xero.
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Project invoices: When an invoice is created in TidyWork, it will create a customer invoice in Xero.
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Customers: TidyWork customers are directly mapped to Xero contacts when they are created or edited.
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Suppliers: When a supplier invoice is sent from TidyStock to Xero for a contact that doesn't exist in your Xero account, a new supplier contact will be created in Xero. Otherwise, the mapping is done by a match on supplier name.
Sales tax rates and tracking categories can also be mapped between TidyWork and Xero.
Getting started
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Start a free trial of TidyWork
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In the Global Settings section of TidyWork, click on Xero and then Connect to Xero
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Set up your integration by specifying which Xero accounts TidyWork should be mapped to
You’re now connected with Xero!
