Astalty video library

Explore the Astalty video library for video walk throughs and tutorials.

Getting Started

Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA

Participants

Archiving and restoring Participants

Struggling to find a Participant you have archived? Watch this video to learn how to find and restore them.
Handling Participants with the same contact details

Do 2 or more of your Participants share the same Primary Contact? Learn how to handle this in this video.
How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.
Updating a Participant's Plan Manager

Sometimes a Participant changes their Plan Manager - this video shows you how to update this in Astalty.
How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Adding a new NDIS Plan

You can add a new NDIS plan in Astalty without deleting the current plan. Watch this video to learn more.
Participant Check-in
Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.

Invoicing

Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
Adding Plan Managed Payments

Learn how to make Plan Managed invoices as paid.
Generating Invoices

Learn just how easy invoicing with Astalty is in this video.
Voiding an invoice

Making changes to an invoice is simple - but the first step is learn how to void an invoice.
How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Invoice Reminders

Tasks & Notes

Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Note Template Usages

Note Templates can be used in several places - setting the Usages allows you to dictate where they can be used.

Imports

How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.

Notifications

Utilisation Notifications

Get real time notifications when spending has hit certain limits.
Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.

Organisations

Organisation Tags

Keeping track of Organisations is made easier by using Organisation Tags - watch along to learn how.

Users

Finding deactivated Users

Sometimes you may need to reactivate or update deactivated users - this video will show you how.
Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.

Services

Deleting Services

Sometimes you need to delete a Service - this video walks you through the process.
How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Updating a Service after an plan extension
Updating Funding Management Type Walkthrough

Participant Records

How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
Participant Records in Action
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.
Signing Multiple Records at Once

Learn how to send multiple records for signing at once

Goals

How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.

Settings

How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA

Plan Managers

Restoring an archived Plan manager

Need to restore a Plan Manager that has been archived? Watch along here to learn how.

Teams

Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.

Premium

Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Astalty Premium Overview

Take a look as we fly through 8 exciting new features of Astalty Premium.
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
How to set up User Records

Learn how to set up User Records to track your team's documentation.
Using Word Document Templates

Learn how to use Word documents as your custom document templates
Calendar - Beta Walkthrough

Walkthrough of the Calendar Beta

Budgets

Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.

Document Templates

Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
Using Word Document Templates

Learn how to use Word documents as your custom document templates

User Records

User Records Overview

An overview of the User Records functionality within Astalty.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
How to set up User Records

Learn how to set up User Records to track your team's documentation.

eSignatures

Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Signing Multiple Records at Once

Learn how to send multiple records for signing at once

Xero

Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items

Charge Items

Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items
Unit Price Override

Learn how to do unit price overrides.

Exports

Exports

All Videos

Adding Plan Managed Payments

Learn how to make Plan Managed invoices as paid.
How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.
Utilisation Notifications

Get real time notifications when spending has hit certain limits.
Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
Organisation Tags

Keeping track of Organisations is made easier by using Organisation Tags - watch along to learn how.
Archiving and restoring Participants

Struggling to find a Participant you have archived? Watch this video to learn how to find and restore them.
Handling Participants with the same contact details

Do 2 or more of your Participants share the same Primary Contact? Learn how to handle this in this video.
Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Generating Invoices

Learn just how easy invoicing with Astalty is in this video.
Updating a Participant's Plan Manager

Sometimes a Participant changes their Plan Manager - this video shows you how to update this in Astalty.
Voiding an invoice

Making changes to an invoice is simple - but the first step is learn how to void an invoice.
Finding deactivated Users

Sometimes you may need to reactivate or update deactivated users - this video will show you how.
Deleting Services

Sometimes you need to delete a Service - this video walks you through the process.
How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA
Restoring an archived Plan manager

Need to restore a Plan Manager that has been archived? Watch along here to learn how.
Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
User Records Overview

An overview of the User Records functionality within Astalty.
Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Astalty Premium Overview

Take a look as we fly through 8 exciting new features of Astalty Premium.
Participant Records in Action
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
How to set up User Records

Learn how to set up User Records to track your team's documentation.
Adding a new NDIS Plan

You can add a new NDIS plan in Astalty without deleting the current plan. Watch this video to learn more.
Updating a Service after an plan extension
Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items
Participant Check-in
Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.
Using Word Document Templates

Learn how to use Word documents as your custom document templates
Unit Price Override

Learn how to do unit price overrides.
Note Template Usages

Note Templates can be used in several places - setting the Usages allows you to dictate where they can be used.
Affiliate Deep Dive
Referee Program
Calendar - Beta Walkthrough

Walkthrough of the Calendar Beta
Sync Xero Payments
Invoice Reminders
Updating Funding Management Type Walkthrough
Astalty Weekly Training 16th July - Ask Me Anything
Astalty Weekly Training 23rd July - Custom Templates
Astalty Weekly Training 9th July - Team Management
Astalty Weekly Training 30th July - Ask Me Anything
Astalty Weekly Training 6th August - Calendar
Astalty Weekly Training 13th August - Ask Me Anything
Astalty Weekly Training 20th August - Note Template, Information Items & Alerts
Astalty Weekly Training 27th August - Ask Me Anything
Astalty Weekly Training 3rd September - Budgets and Implementations
Astalty Weekly Training 10th Sept 24 - Ask Me Anything
Astalty Weekly Training 17th September - Reports
Updating an Astalty Account Owner Video Walkthrough
Astalty Weekly Training 24th September 24 - Ask Me Anything
Astalty Weekly Training 1st October 2024 - Invoicing Process
Astalty Weekly Training 8th October - Ask Me Anything
Astalty Weekly Training 15th October - Notifications
Astalty Weekly Training 22 October - Ask Me Anything
Astalty Weekly Training 5th November - Ask Me Anything
Signing Multiple Records at Once

Learn how to send multiple records for signing at once