Tidy is pleased to introduce its latest integration with EzzyBills a popular business transaction scanning application. This integration streamlines business workflow and efficiency.
Our engineering team works constantly to improve our software. Our goal is providing the most powerful, delightfully simple cloud software available for enterprise teams and small to medium sized businesses.
This page lists the headline details of each release of our software. You can see how your subscription is being re-invested to make constant improvements.
We’ll also let you know about the key releases and improvements we make through messages within your Tidy software. We won’t interrupt you with every little detail, just what we think you need to know so, if you want more detail, this page is where to look.
If you have any questions about our releases, please ask our team. We value your contribution to continually making Tidy the coolest software for your business and its success.
Here are our recent releases. Click through for the full release notes.
16 June 2020
Tidy is now integrated with EzzyBills
25 May 2020
Archived Materials, Additional Items Per Page and More
February / March 2020
Increased Project Customer Reference Field, Improvements, and Fixes
18 October 2019
Batch Transfers, Material Order, Cloning Options and More
Within this release, new functionality gives you the ability to transfer batched materials, sort material plans plus cloning options when cloning projects and more!
13 September 2019
Template Improvements, Material Entry Filtering, and More
3 September 2019
Combined Project Invoices
With this function enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined into one invoice.
6 August 2019
This release adds a catalogue pricing option. It also includes other bug fixes.
27 May 2019
We have a major new feature available: Batch Numbers for TidyStock (coming soon for TidyEnterprise)!
We also made:
- minor changes to enable new domain extensions to email addresses
- improvements to the Dropbox connection
31 January 2019
Third Party Logins, Email Security, Fixes, API
This release includes upgrades to third party logins, email security, various fixes, and API enhancements.
20 December 2018
Improvements, Fixes, API
This release includes API enhancements, and various improvements and fixes.
10 October 2018
Material Conversion Preview, Quote and Project Margin or Markup
This release adds the preview for a new feature: Material Conversion, which lets you convert Materials from one form to another. This is useful when you buy in one quantity or unit of measure, and sell (or consume) in another.
We've also made a number of improvements and fixes, including adding margin or markup to the Quote and Project Consoles.
18 September 2018
Quote and Project Performance
This release focuses on improving the performance of large Quotes and Projects. It also includes other minor improvements.
14 August 2018
Xero Payroll (Australia), Decimal Accuracy, Customer Project Locations
This release adds Xero Payroll integration (Australia only), higher decimal place accuracy for Sales, Customer Project Locations, and quick add of Customer Contacts from Quotes and Projects.
19 July 2018
Customer Supplier Number, Invoice Default Due Date, Default Quote Expiry Date
This release focuses on many small improvements and fixes. We've worked to make Tidy run more smoothly.
Notable changes include: Customer Supplier Number, Invoice Default Due Date, Default Quote Expiry Date, Material Item Transfer History, and Project Invoices.
29 May 2018
Communicating, Project Material Location, Mobile Material Entries
We've changed the way you can communicate with us and receive support.
TidyEnterprise users can set the Material Location for a Project.
We've improved how Material entries work on mobile.
And there's a number of other changes.
26 April 2018
Purchase History, Date Pickers, Material Item Reference
It's now easy to see the prices of Material Items you've purchased in the past.
We've included the Date Picker navigation in more places.
You can now search Material Items by reference.
10 April 2018
Material Bulk Price Import, Entry Date Picker
We've added the ability to bulk import Material Item prices, so you can quickly add and edit prices across Custom Pricing Levels and Quantity Breaks.
We've made it easier to navigate Time, Material and Expense entry by adding a date picker for fast access to past dates.
Material Item names can now be longer.
22 March 2018
Cloning Material Items and Assemblies, Project Description on Invoices, and Fixes
You can now clone Material Items and Assemblies as a quick way of adding similar items.
You now have the choice of including Project Name and/or description on invoices.
We've also made a number of fixes for issues which affect the Xero connection, Purchase Orders, and Invoicing.
1 March 2018
New Material Items, Stock Allocation, Tooltips
New Material Items are now added at the top of the list.
The Sale Stock Allocation information is now displayed in a side panel.
Tooltips have been fine tuned.
21 February 2018
We've replaced the icons in Tidy. These changes will make it easier for you to use the software, and make it more intuitive and visually consistent.
18 January 2018
Purchase Order Strict Assignments and Fixes
The changes include Purchase Order Strict Assignments which enforces accuracy between a Purchase Order and the assignment to the Project.
There are also numerous enhancements and minor fixes.
13 December 2017
Sales Tax per item, Stock Allocation, Assembly Description, Quote Custom Document Templates
Changes include: Improvements to Sales, including Sales Tax per item and Stock Allocation. Assemblies now have a description field. The Quote Custom Document Template has new fields available.
22 November 2017
Material Description, Capsule Update, Reckon One Classifications, Quote & Project Fixes
This release includes: adding a description field to Material Items, connection upgrade to Capsule CRM , Reckon One Classifications, and fixes to Quotes and Projects.
25 October 2017
Improving Quotes is the major theme of this release.
The biggest changes are to the Edit and Create screen and are focused on improving the way you're able to build up a price for your quote. We've also worked to improve the way you manage a quote, making it easier for your team to work together on filling in the details and managing the sales process. And we've given you a new set of quote templates so you can easily send a quote to your customers with the right level of detail.
17 October 2017
Reckon One and TidyStock
TidyStock has entered a strategic partnership to offer stock and inventory management to Reckon One customers.
This release adds the Reckon One connection.
28 September 2017
Dropbox upgrade, Sales list
We're updating Tidy with a couple of changes.
The Dropbox connection has been upgraded.
Users can now save their preferences for which Sales are listed.
7 July 2017
Resource Scheduling, Sales Orders, Reporting, Quotes API, Performance
We've released a new update to Tidy's products with a number of improvements and fixes.
These include enhancements to Resource Scheduling, Sales Orders, Reporting, Quotes API, Performance and more.
26 May 2017
Quotes API, Microsoft Project and more
Here are the main changes:
We've added Quotes to our API.
Updates to Microsoft Project Connection
We have fixed the bug affecting the two way sync between Tidy and Microsoft Project. This synchronisation is now functioning correctly.
Multiple contact email addresses
We have added the ability to save multiple email addresses for Customers and Suppliers. You can now add additional email addresses by separating them with a semi-colon. (If you create a Xero contact from Tidy, only the first email address will be added, as this is all that Xero accepts.)
Fixed a bug where the page size of Materials was not working correctly in the Project Console.
In certain environments it was possible for zooming in to break the alignment of Tasks in the Project Edit screen. We have improved this to be robust when zoomed.
Many more behind the scenes improvements have also been made in this release!
10 April 2017
We've just released an update which focuses on fixes and improvements to existing features.
A project with the status set to Proposal could not previously be viewed within Advanced Resource Scheduling. A project in the Proposal state can now be (tentatively) planned like any other project.
Previously users who had been made Inactive could still be seen in the Switch User list however were not viewable in the Actions On Behalf list (on the Edit User screen). This has been improved so Inactive users now show on the Actions On Behalf list, only if they are still enabled to act on behalf. This makes it easier to remove the user from the Switch User list.
Purchase Orders & Materials
There are a number of fixes improving the handling of Purchase Orders and Materials.
See the release notes for full details:
TidyWork Release Notes
27 March 2017
We’re renaming TidyWork Enterprise, to TidyEnterprise, so it stands clearly as our most full and rich product.
We regularly hear from partners and new customers that TidyEnterprise is the only software in the Xero ecosystem that can currently meet the advanced needs of project and inventory management in a single system. This creates savings for your team in training and familiarity. We also make sure that new features are complimentary and work well together.
16 March 2017
We fixed a pesky bug where typed characters were sometimes lost. When searching for something like a Project or Material Item Tidy helps by giving you suggestions, but sometimes this was causing the last character you typed to be lost or overwritten. Today we're making a mini update that fixes this. Our testing shows it's now gone for good, but let us know if you have any more problems with this.
Another improvement we're pleased to say is in today's release is within Purchase Orders where we've made the area for Private Notes bigger so you can easily see longer notes.
17 February 2017
We released a new messaging system to Tidy. It will help keep you up to date with things like status changes and fixes. You’ll get a message notification at the top of your screen.
We might ask you to reply to these messages from time to time, but please keep on using the support button to ask for help or to talk to us.
We’ve got more plans for improving how we communicate with you, so watch this space. You can also see a number of improvements and fixes in the release notes:
Full release notes click here...
13 December 2016
Purchase order approval
The main focus of this release is to enhance the purchase order process. We have also fixed a number of issues and improved performance.
The new Purchase Order Approval feature enforces a more structured process for procurement and requires approval of purchases. It can be enabled on request.
Full release notes click here...
6 September 2016
Quotes and Material Allocation to Tasks
TidyWork and TidyBuild are both getting two new features: Quotes and Material Allocation to Tasks.
We're excited to introduce Quotes into Tidy. Quoting can now be done in its own dedicated area, separated from Projects. Quotes also enable you to cost time against rates, rather than needing to identify individual users. When a quote is accepted it becomes a project, giving you the full power of Tidy.
Allocating materials to tasks allows you to allocate materials directly to individual tasks within a project. Some of our customers want to be able to create sub projects, or groups within a project that include both labour and materials. This will be really useful for breaking down a project into phases or steps when quoting. It will also allow for reports to be broken down in the same way.
Full release notes click here...