Getting Started
Core Concepts
- Understanding Tasks
- Charge Items & Services
Tasks
Participants
- Creating Participants
- Archiving & Restoring
- Profile
- Contacts
- Records
- Documents
- Goals
- Financial
- NDIS Plan
- Utilisation
- Budgets
- Tasks
- Notes
eSignatures
- Overview
- Requesting Signatures
Reports
- Participants
- Team
- Finance
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
- Payments
Notifications
- Services
  - Utilisation
  - Utilisation Variance
- Participants
- Team
  - User Record Notification
Exports
- Participants
- Finance
- Tasks
  - Tasks
- Directory
- Users
  - Users
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration

Guide Videos Log in

Getting Started
Core Concepts
- Understanding Tasks
- Charge Items & Services
Tasks
Participants
- Creating Participants
- Archiving & Restoring
- Profile
- Contacts
- Records
- Documents
- Goals
- Financial
- NDIS Plan
- Utilisation
- Budgets
- Tasks
- Notes
eSignatures
- Overview
- Requesting Signatures
Reports
- Participants
- Team
- Finance
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
- Payments
Notifications
- Services
  - Utilisation
  - Utilisation Variance
- Participants
- Team
  - User Record Notification
Exports
- Participants
- Finance
- Tasks
  - Tasks
- Directory
- Users
  - Users
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration

User Record Types

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