# Account setup Source: https://docs.astalty.com.au/guide/getting-started/account-setup > Configure your settings after creating your Astalty account. ## Set Up Your Astalty Account Review your business and invoice settings before adding Participants or billing for services. You need permission to change [Settings](https://app.astalty.com.au/settings); the Account Owner can complete this setup. Admins can use the [Onboarding Guide](https://docs.astalty.com.au/guide/first-steps#use-the-onboarding-guide) to assign setup work to the team and track what is complete. 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](https://docs.astalty.com.au/guide/participants/archiving-restoring-participants). ### What Your Account Starts With New accounts include default settings. Review the ones that affect your work: - [Scheduling defaults](https://docs.astalty.com.au/guide/scheduling/setup/scheduling-settings#defaults-for-new-accounts), including approval tolerances and clock reminders. - [Plan managed invoices](https://docs.astalty.com.au/guide/settings/invoices-settings#plan-managed-invoices), including who the invoice is addressed to and its claim references. - [Invoice Reminders](https://docs.astalty.com.au/guide/settings/invoices-settings/invoice-reminder-email#reminders-created-with-your-account), initially set for 1, 7 and 14 days overdue. ## Configure Business Settings 1. Open [Settings > Business](https://app.astalty.com.au/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. ![The Business settings page, with the Business Details card highlighted, including Business Name, Primary Region, Email, Registration Number, ABN, PACE Organisation ID, NDIS Registration ID and Timezone, and the Logo card with the uploaded logo highlighted below Business Address.](https://docs.astalty.com.au/assets/cleanshot-2026-03-11-at-15.58.38@2x.png) > **Check your NDIA registration number** > > Your **Registration Number** is used in the NDIA bulk upload file. If you claim for NDIA managed Participants, check it before creating your first claim file. ### 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. ![The Business settings page, with the Timezone field in the Business Details card highlighted and set to Australia/Brisbane.](https://docs.astalty.com.au/assets/cleanshot-timezone.png) ## Create Charge Items Open [Settings > Charge Items](https://app.astalty.com.au/settings/charge-items) and add the services you need to bill. You can add more later. Follow [Charge Items & Sets](https://docs.astalty.com.au/guide/charge-items/overview) for the available rates and setup options. ## Set Up Invoice Settings Open [Settings > Invoices](https://app.astalty.com.au/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. ![The Invoices settings page, with the Bank Account and Tax Details cards highlighted, along with Payment Terms of 14 days in the Invoice Settings card.](https://docs.astalty.com.au/assets/cleanshot-invoicesettings.png) Follow [Invoice Settings](https://docs.astalty.com.au/guide/settings/invoices-settings) before sending your first invoice. ## (Optional) Integrate with Xero If you use Xero, open [Integrations](https://app.astalty.com.au/settings/integrations) to connect it. Follow [Xero Integration](https://docs.astalty.com.au/guide/integrations/xero-integration) to choose what to sync and how payments are recorded. If you use MYOB instead, connect your MYOB company file from the same page; see [MYOB](https://docs.astalty.com.au/guide/integrations/myob-integration). MYOB invoicing is in beta and enabled per account, so contact Astalty Support to turn it on. Astalty connects to one accounting platform at a time. ## Next Steps - [Invite your team](https://docs.astalty.com.au/guide/users/inviting-users) and choose their access. - [Add Plan Managers](https://docs.astalty.com.au/guide/directory/plan-managers) and [Participants](https://docs.astalty.com.au/guide/participants/creating-participants). - [Create tasks](https://docs.astalty.com.au/guide/tasks/creating-tasks) or [set up scheduling](https://docs.astalty.com.au/guide/scheduling), depending on the services you deliver. ## Need Help? Select **Support** in Astalty or email .