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
  - Utilisation
  - Plans
  - Birthdays
  - Alerts
  - Records
- Team
  - My Billable Hours
  - Team Billable Hours
- 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
Users
Settings
- Business
- Charge Items
  - Creating & Updating Charge Items
  - Archiving Charge Items
- Invoices
- Documents
- Imports
- Integrations
- Participants
  - Information Items
  - Participant Record Types
  - Note Templates
- Users
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
  - Utilisation
  - Plans
  - Birthdays
  - Alerts
  - Records
- Team
  - My Billable Hours
  - Team Billable Hours
- 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
Users
Settings
- Business
- Charge Items
  - Creating & Updating Charge Items
  - Archiving Charge Items
- Invoices
- Documents
- Imports
- Integrations
- Participants
  - Information Items
  - Participant Record Types
  - Note Templates
- Users
Billing
Integrations
- Xero Integration

Roles & Permissions

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