TidyWork Suggestions

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  1. Material List : Format of Stock Level (S.L.) column with more white spacing from Unit Charge

    the visual ergonomics are lacking when looking at the Material list and seeing the stock level values left justified and very close to the Unit Charge values.

    Request Right justification and/or more white space to improve visual appeal

    1 vote
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      0 comments  ·  Ergonomics  ·  Admin →
    • ... Convert the "0" QTY and "0" Price to blank for any templated comment lines

      The Qty and Price values are correctly "blanked" when using the standard system output option for POs, SOs etc when a line is a "comment line"

      However if a Customised Document Template is deployed, these values show as "0" and not "blank"

      Very untidy presentation

      4 votes
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        1 comment  ·  Ergonomics  ·  Admin →
      • ..correct initial (trial setup) setting for Autonumbering of Material Item Code to NOT 0

        Actually it is probably the test that fails (expecting 1... to 9999999) as 0 is quite valid.

        Suggest the test be altered to validate 0 .... 9999999

        6 votes
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          0 comments  ·  Ergonomics  ·  Admin →
        • ... improve Sales Order retention of modified Unit Price

          Currently if a Unit Price is modified for a line item and the user backtracks and modifies the quantity, the Unit Price reverts to the value from the Material Items details.

          This is undesirable.

          1 vote
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            0 comments  ·  Ergonomics  ·  Admin →
          • Milestone calandar

            Show milestones as individual calendar items and allow console view to show milestones in order of planned date. Or seperate tasks as individual date entries.
            We have many projects current (50+ per PM) and each project will have many items requiring scheduling and many projects may run over months or years.

            1 vote
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            • allow for supplier discounts when receiving to be automatically sent to Xero 'discounts received' account

              Currently there is no Xero integration option for supplier discounts to be accounted for, resulting in a manual journal in Xero for each purchase where there is a discount received. It would be great if discounts could be applied directly to Xero when receiving a PO

              12 votes
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              • ... provide isolation from a project type being changed once invoicing has started

                Aside from allowing poor business disciplines, this provides for hard to do reconcilliation

                1 vote
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                • ... provide isolation from changing a projects currency once invoicing has started

                  Should there be a need to change the currency of a project, some indication (message), but preferably an inhibitor, is needed to alert that invoicing has already been started in the original currency.

                  1 vote
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                  • ... have TidyWork (non-Inventory) ignore stock level recording

                    TidyWork, without Inventory, still has an underlying structure for stocklevel recording against a Material Item.

                    This may become evident if a material is used in non-depleting mode (e.g. virtual labour) and the stocklevel goes less than -1000 (A validation limit of Inventory)

                    Because a TidyWork - non-Inventory account cannot define an item as non-depleting - it is suggested that this be the default value for all material items.

                    1 vote
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                    • ... immediately present the trashcan when a T/M/E entry is rejected

                      Currently the workaround is to do a dummy edit/save on the item just to expose the TrashCan to allow a delete.

                      1 vote
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                        0 comments  ·  Ergonomics  ·  Admin →
                      • ... Provide a friendly capture/handling of a duplicate customer event, where Xero already has a contact but with a case mismatch

                        Validation , with Xero, of a duplicate customer name is being returned to Tidy but not presented to the user nicely.

                        Further, the event may occur sometime after the Tidy Customer has been set up and only when the first attempted invoice occurs (triggering the new Customer Match logic)

                        3 votes
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                          0 comments  ·  Ergonomics  ·  Admin →
                        • Auto resource scheduling

                          As described in my help message just sent regarding auto resource scheduling based on the number of hours assigned to a time writer for a task divided by the number of working days entered for a task (start to end date) to be completed. Generating this for all time writers across all projects would give a snapshot of whether a particular time writer and/or project is under resourced or over resourced for the forecast period ahead.

                          2 votes
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                          • ... address the readability aspects of the UI in the projects Material Plan

                            Usability could benefit considerably by

                            - Sort by Task
                            - grouping delimiter (e.g. dotted line like that seen in the Materials section of the project console)

                            1 vote
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                              0 comments  ·  Ergonomics  ·  Admin →
                            • address the glitch with PO searches showing no results (hidden)

                              Currently in a number of Tidy screens that have an advanced search filter, performing a filter may result in a list that is shorter than one page

                              If you happen to not be on "page 1" when you do the search, it appears that there are no results found (In fact there is an incorrect message stating "There are no Purchase Orders matching your selection" which may be true for the page you are on, but not a true representation)

                              Suggest that any advanced search automatically reset the view to page one.

                              1 vote
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                                0 comments  ·  Ergonomics  ·  Admin →
                              • Have option to change the start day of week for a week

                                So that payrolls that start on a different day of week can be viewed as whole week in approval it would be great if company could change start of week to another day of week for this purpose

                                1 vote
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                                • .. provide a disable function for Cusom Document Templates

                                  The Custom Document Template library currently has no means to disable a template so that it may no longer be selected and thus reduce the excessive number of option presented when selecting from a dropdown selector.

                                  Please add the disable capability similar to other areas of TidyWork

                                  1 vote
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                                  • provide a more intuitive function for handling the removal of impersonation for a disabled user

                                    Currently disabling a user does not automatically remove any impersonation (On Behalf) assignments that may exist for them.

                                    This is a design function so that a user (e.g. end of contract) can be disabled from signing in themselves, but a supervisor may complete any outstanding timesheet entries.

                                    What is missing includes
                                    - no global view of who has impersonation rights for a particular user
                                    - a single button function to remove all (or multiple) impersonation assignments. i.e. currently this is a tedious operation requiring each individual supervisors profile to be edited and updated.
                                    - no elegant workflow that allows the…

                                    1 vote
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                                      0 comments  ·  Ergonomics  ·  Admin →
                                    • 1 vote
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                                      • review the readability of the project console graph with the white shadowing around the text

                                        The White shadow behinf the Black text on the Red, Green and Yellow bars of the Progress bars of the Project Console screen are hard on the eyes

                                        1 vote
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                                          0 comments  ·  Ergonomics  ·  Admin →
                                        • Add settings and filters to the MyConsole Dashboard

                                          Settings are desirable for the "default" preferences of sorting
                                          Also an additional sort column should be project priority.

                                          Advanced Filters (In addition to the existing "Show Overheads" and "Show Completed") are desirable for ..
                                          - Selecting all work for a Customer

                                          This allows workers to see the perspective of what else may be progressed when dealing with a customer - on-site ot at an account meeding

                                          1 vote
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