Releases

An overview of the new feautures we've added to Tidy over the last few years.

Releases

An overview of the new feautures we've added to Tidy over the last few years.

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.

2023

JULY

New Project Manager Console, Additional Project Statuses, and Extra Settings

You can now add extra field details to sale invoices, use the new project manager dashboard, set additional project statuses, use TidyStock and TidyWork without being connected with Xero, and select extra order line styles.

2022

SEPTEMBER

Cloning Orders, Delivery Instructions, and Time Entry Updates

In TidyStock and TidyEnterprise, you can now clone previously created sales and purchase orders. This is useful if you have repeat orders or have similar orders for different customers/suppliers.

AUGUST

Invoicing Without Dispatching Stock

We've just released a new feature which allows you to invoice customers without dispatching stock. You will now able to invoice customers and take payment from them, then order the goods and dispatch the stock after you receive it.

JULY

Charge Pricing Permissions

Under Users, there is an update to Sales Person permissions. You can now set up a user so they can only view and edit the charge price (unit charge) but NOT the unit cost. Do so by clicking the checkbox next to "Can this Sales Person view Charge?" Ensure that the checkbox by "Can this Sales Person view Pricing?" is not selected, as this will enable them to view all pricing.

JULY

New Stock Level Warnings screen

There is now an Inventory tab in TidyStock which is home to the new Stock Level Warnings screen. This screen shows material items that are approaching your stock reorder level. It also calculates a "working total" based on your current stock level, unreceived purchases, and sales on order. From this, you're given a recommended reorder level, allowing you to quickly and easily reorder items that are getting low in stock.

FEBRUARY

Changes to Batch functionality and wider screen view

On the Batch output screen, you can now search and filter for a particular Batch number and choose to show/hide Batches with no current stock level. Also, the width of the screen can now be altered in Tidy to show more information. This option is available in the Company Settings.

2021

SEPTEMBER

Purchase Order from Assembly feature

This New PO From Assembly feature will come in useful if you have assemblies with lots of components that are purchased from different suppliers. This feature allows you to raise draft Purchase Orders quickly and easily for components purchased from different suppliers on a specified assembly.

MARCH

Link to Purchase Orders in Material Item History screen and other Fixes and Enhancements

Purchases in the Material Item History screen now links to the corresponding Purchase Order, Additional Fixes and Enhancements

FEBRUARY

Release – TidyDocs

Today we’re officially launching TidyDocs - a place for you to find help on everything from daily actions and new features, to how to get set up quickly and easily. Find the answers you need with TidyDocs.

FEBRUARY

New Connection to Xero, Enhancements, and Fixes

Tidy is pleased to announce its new connection to Xero. This release also contains additional enhancements and fixes.

2020

DECEMBER

Additional Features in Tidy 2, and Enhancements and Fixes to Original Tidy

This release continues to add features to the Tidy 2 projects screen, and enhancements and fixes to Original Tidy.

DECEMBER

Material Entries with Batches Enabled

With this update, you can now complete Material Entries for Items with Batches Enabled.

NOVEMBER

Tidy | Task Sync

Tidy now has an enhanced integration with Microsoft Project. This integration harnesses the power of the cloud to enable the efficient import and export of information between Tidy and Microsoft Project, further increasing the capability of your Tidy software.

OCTOBER

Material Entries for Materials Under Tasks

Tidy has released an update to Material Entries in Tidy 2. With this update, you can now complete Material Entries for Materials under Tasks.

OCTOBER

New Item and Assembly Component Import Tool

We have released a more efficient way of importing material items and assembly components into Tidy. This is with Tidy’s new Import tool.

SEPTEMBER

Assembly Item Import Tool

Tidy has released an update to Tidy 2’s Import Tool. With this new release, you are now able to easily import Assembly Items into Tidy.

SEPTEMBER

Introducing TidyCommerce

The release of TidyCommerce, Tidy's new feature rich eCommerce product, is official today!

JULY

Pricing Levels for Materials on Projects and Quotes, Fixes, and Enhancements

We have enabled custom pricing levels for material items on projects and quotes, and completed other fixes and enhancements.

JUNE

Tidy is now integrated with EzzyBills

Tidy is pleased to introduce its latest integration with EzzyBills a popular business transaction scanning application. This integration streamlines business workflow and efficiency.

MAY

Archived Materials, Additional Items Per Page and More

We’ve updated the procedure for deleting a Material Item, added more options for the number of Material Items, and completed many other enhancements.

MARCH

Increased Project Customer Reference Field, Improvements, and Fixes

We’ve increase the customer reference length and completed a number of other improvements

2019

OCTOBER

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!

SEPTEMBER

Template Improvements, Material Entry Filtering, and More

This release includes various new upgrades to your Tidy software including Template Improvements, Material Entry Filtering, and more.

SEPTEMBER

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.

AUGUST

Catalogue Pricing

This release adds a catalogue pricing option. It also includes other bug fixes.

MAY

Batch Numbers

We have a major new feature available: Batch Numbers for TidyStock (coming soon for TidyEnterprise)! We also made:

JANUARY

Third Party Logins, Email Security, Fixes, API

This release includes upgrades to third party logins, email security, various fixes, and API enhancements.

2018

DECEMBER

Improvements, Fixes, API

This release includes API enhancements, and various improvements and fixes.

OCTOBER

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.

SEPTEMBER

Quote and Project Performance

This release focuses on improving the performance of large Quotes and Projects. It also includes other minor improvements.

AUGUST

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.

JULY

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.

MAY

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.

APRIL

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.

APRIL

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.

MARCH

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,

MARCH

Archived Materials, Additional Items Per Page and More

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.

FEBRUARY

Icons

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.

JANUARY

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.

2017

DECEMBER

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.

NOVEMBER

Material Description, Capsule Update, Quote & Project Fixes

This release includes: adding a description field to Material Items, connection upgrade to Capsule CRM , and fixes to Quotes and Projects.

OCTOBER

Quotes

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.

SEPTEMBER

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.

JULY

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.

MAY

Quotes API, Microsoft Project and more

Here are the main changes: QUOTES API We've added Quotes to our API.

APRIL

Improvements

We've just released an update which focuses on fixes and improvements to existing features.

MARCH

TidyEnterprise

We’re renaming TidyWork Enterprise, to TidyEnterprise, so it stands clearly as our most full and rich product.

MARCH

Fixes

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.

FEBRUARY

Messaging

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.

2016

DECEMBER

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.

SEPTEMBER

Quotes and Material Allocation to Tasks

TidyWork and TidyBuild are both getting two new features: Quotes and Material Allocation to Tasks.

JULY

Robustness and reliability

This release focuses on improving robustness and reliability.