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Astalty video library

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

Getting Started

  • Creating and updating Charge Items

    Creating and updating Charge Items

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

    Task Workflow

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

    Tasks and Notes

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

    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

    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

    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

    Participant Check-in Notifications

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

    Sending Participant Records

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

Invoicing

  • Creating and updating Charge Items

    Creating and updating Charge Items

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

    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

    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

    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

    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

    Task Workflow

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

    Tasks and Notes

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

    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 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

    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

    Finding deactivated Users

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

    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

    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

    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

    How to store and track Participant Goals

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

    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

    Service Agreements Deep Dive

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

    Sending Participant Records

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

    Signing Multiple Records at Once

    Learn how to send multiple records for signing at once

Goals

  • How to store and track Participant 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

    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

    Introduction to Teams

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

Premium

  • Introduction to Teams

    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

    Customising Document Templates

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

    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

    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

    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

    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

    Signing Multiple Records at Once

    Learn how to send multiple records for signing at once
  • How to eSign a document

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

    Unit Price Override

    Learn how to do unit price overrides.

Exports

  • Exports

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