TidyWork Suggestions

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  1. Remove & edit materials from projects

    make editing material within a project easier, give us the ability to remove a material from a project.

    1 vote
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      1 comment  ·  Admin →
    • add Tag to the PO Custom Document Template to expose SRL (Stock Reorder Level)

      Please provide the SRL (Stock Reorder Level) value of an Material Item for use with the PO Custom Document Template.

      1 vote
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      • Enable quote material entries to be manually reordered

        The quote lists material entries - but there is typically a "natural order" that the quote should list these entries (and time entries too) -- in order to make sense for the end client. For instance Freight charges should be at the bottom of the list. You cannot currently control order in these lists in any way, and are forced to reorder once the word doc has been created. This leads to significant frustration if the quote is being generated multiple times, and prevents being able to make a PDF quote directly.

        3 votes
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        • customer support

          A phone number to call so in emergencies I'm not waiting for an email back. Basic customer service.

          1 vote
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          • 1 vote
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            • Add 'rate' to the 'Time Actuals' data export report

              In the Data Export reports, allow user to add fields such as 'rate' to the Time Actual csv report

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              • 1 vote
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                • Material items

                  Add manufactured items to material list that make up other materials used.
                  So when that item is selected and you generate the PO the manufacturing materials are included as well.

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                  • 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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