Account setup

Set Up Your Astalty Account

Review your business and invoice settings before adding Participants or billing for services. You need permission to change Settings; the Account Owner can complete this setup.

Your account may include a Participant named John Doe, marked Sample Profile, with a sample Charge Item and plan service. Use it to explore Astalty, then archive the sample profile.

What Your Account Starts With

New accounts include default settings. Review the ones that affect your work:

• Scheduling defaults, including approval tolerances and clock reminders.
• Plan managed invoices, including who the invoice is addressed to and its claim references.
• Invoice Reminders, initially set for 1, 7 and 14 days overdue.

Configure Business Settings

1. Open Settings > Business.
2. Add your business name, ABN, registration number and other details that apply to your organisation.
3. Upload your logo for forms, templates and invoices.

Set Your Primary Region

In Business Settings, check Primary Region before importing Charge Items from the Price Guide. It determines the regional rates used for the import.

Confirm Your Timezone

Check Timezone in Business Settings. Astalty uses your browser's Australian timezone at registration, or Australia/Sydney if none is supplied.

Create Charge Items

Open Settings > Charge Items and add the services you need to bill. You can add more later. Follow Charge Items & Sets for the available rates and setup options.

Set Up Invoice Settings

Open Settings > Invoices and check:

• Bank Account: the payment details shown on your invoices.
• ABN and GST Registration: your organisation's details.
• Payment terms, invoice messages and delivery settings.

Follow Invoice Settings before sending your first invoice.

(Optional) Integrate with Xero

If you use Xero, open Integrations to connect it. Follow Xero Integration to choose what to sync and how payments are recorded.

Next Steps

• Invite your team and choose their access.
• Add Plan Managers and Participants.
• Create tasks or set up scheduling, depending on the services you deliver.

Need Help?

Select Support in Astalty or email support@astalty.com.au.