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  1. Link with QuickBooks

    link with QuickBooks

    4 votes
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      1 comment  ·  Feature Request : Integration  ·  Flag idea as inappropriate…  ·  Admin →
    • Enforce "notes (cannot be blank)" for time entry

      As a ...
      - company policy setting
      - project requirement

      Provide a setting(s) that enforce a non-blank notes field when a time writer submits a time entry.

      4 votes
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        0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
      • provide for stockroom Locations to be disabled / hidden

        It is desirable to remove disused location from view and operation
        (be Tidy and remove clutter)

        While the location reference may still exist for auditing (SO's , PO activity) and therefore may not be actually deleted, there should be a function to hide and disable it from day to day view.

        Part of the disabling function needs to be a wizzard to check for any Material Items with existing stocklevels at the location and nicely facilitate the adjustment or transfer to remove the items

        2 votes
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          0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
        • Document date input field

          Date Input Fields on documents

          1 vote
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            0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
          • 1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Pick List Qty to sync with SOH

              When there is no Stock on Hand, the Pick list should adjust quantities to be picked at the warehouse to reflect the actually quantity that is on hand

              1 vote
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                0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
              • ... provide an Auto e-Mail setting for Sale Orders and Purchase Orders

                For workflow ergonomics , an auto email for SOs and POs would be desirable.
                This would make the current discreet need for a 2 step process into a fluid 1 step and meaningful one

                Workflow considerations might include
                - global setting to enable
                - direct email, based on the contact information (only prompt if empty)
                - email dialogue (pre-filled) prompt
                - customer level qualification - e.g. copy to accounts department
                - copy to sales person

                It is understood that , for SOs, it would be expected that the Sale be "Approved" through to Xero first.

                Similar consideration for Sale Quotes…

                1 vote
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                  0 comments  ·  Feature Request : Integration  ·  Flag idea as inappropriate…  ·  Admin →
                • edit invoices

                  the intergration between xero and tidystock is very basic and there is a lot of things we have to double handle. it would be great if this could be improved ESPECIALLY the ability to edit invoices which we can do in xero but it doesn't relay back to tidystock :)

                  2 votes
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                    0 comments  ·  Feature Request : Integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • offer functionality for internal customers = 0%markup and Tracking code

                    When dealing with stock used internally, a sale order may disburse the items, however it would be good if the aspects of Charge=Cost (0%margin) and a default tracking code could automatically be called up as defaults.

                    This would streamline the Data Entry considerably

                    1 vote
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                      0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
                    • Offer different (selectable) views for the Sale Order list

                      Currently the Sales list has a column template with
                      - Sale Number
                      - Date
                      - Customer
                      - Contact
                      - Sales Person
                      - Invoice
                      - Status
                      - Price
                      - (icons)

                      An alternative view that wold be desirable is to switch to a template with Deliver Address - maybe in place of Sales Person and Invoice#

                      It should be possible to easily toggle between views.

                      This issue is exacerbated by the fact that once a SO has been processed, its details may not be viewed , except via a download of the actual invoice which does not contain all information.

                      2 votes
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                        1 comment  ·  Ergonomics  ·  Flag idea as inappropriate…  ·  Admin →
                      • 1 vote
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                          0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
                        • add Hot Keys to assist with fluid data entry

                          The whole idea is to eliminate the need for the hands to leave the keyboard (to use a mouse and click)

                          Common obvious ones are for
                          Sales Orders/Purchase Orders
                          - Add a Line (AND position cursor)
                          - Open/Close "More Settings" (AND navigate to first field)
                          - Save As .... Draft, Quote , Order ....

                          1 vote
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                            0 comments  ·  Ergonomics  ·  Flag idea as inappropriate…  ·  Admin →
                          • Integrate with xe.com so TidyWork and Xero automatically have the same currency rate

                            Use xe.com to provide the same currency exchange rate that Xero uses. That way when the supplier invoice is posted from TidyStock to Xero, the invoice amounts match. Particularly important when trying to reconcile total stock value in balance sheet in Xero with stock valuation report in TidyStock

                            4 votes
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                              0 comments  ·  Feature Request : Integration  ·  Flag idea as inappropriate…  ·  Admin →
                            • provide automatic recovery for a Sales Order that fails to submit due to archived Contact

                              Currently a SO submit that fails due to an Archived Contact (in Xero) continues to reduce the stocking level for all unmanaged items.

                              This requires manual recovery , editing of the Material Item itself, to restore the correct quantities

                              1 vote
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                                0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add the description notes of a transfer to a Material Items History details

                                For managed material items, where a history of transactions is kept, the history description field does not inherit the description comments that are entered when doing a transfer.

                                While these comments are visible in the Transfer history it would be ergonomic for them to be available in the Material Items history as well.

                                Further, the current transfer stub in the Material Item history should at least reference the actual Transfer ID and preferably link to

                                1 vote
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                                  0 comments  ·  Ergonomics  ·  Flag idea as inappropriate…  ·  Admin →
                                • Payment method

                                  Payment method
                                  ie a drop down box for
                                  -cash
                                  -account
                                  -credit card
                                  -eftpos

                                  1 vote
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                                    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
                                  • ... provide options for "lines per page" on list screens

                                    The navigation through various lists can be assisted by allowing for the number of lines per page to be selectable - currently defaults generally around 50.

                                    Some screens in Tidy* already have this option (e.g. materials) while others (e.g. purchase orders) are only bound by the date range

                                    Screens of Interest
                                    - Sales

                                    4 votes
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                                      0 comments  ·  Ergonomics  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Line item for resolve

                                      Stock Issue prevents invoice process.
                                      an order with multiple item lines and unable to process invoice due to stock issue, but no red flag display. How can you identify which item is problematic? Once the invoice is saved in some form is it possible for the item/s to appear needing resolve.

                                      4 votes
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                                        0 comments  ·  Feature Request : Reports/Views  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow Assembly imports so you don't have to create a product by looking up each material item

                                        Allow us to import an assembly from a CSV. It is very hard to create a product from hundreds of items by clicking each one.

                                        1 vote
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                                          0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 5 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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