Astalty video library

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.
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  Adding Kilometres to a Task

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

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

  Learn how Tasks and Notes work in Astalty and how to get the most out of them.
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  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.
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  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.
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  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.
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  How to store and track Participant Goals

  Follow along as we walk through the Participant Goals functionality of Astalty.
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  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.
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  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
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  Restoring an archived Plan manager

  Need to restore a Plan Manager that has been archived?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

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

  Join us as we take a deep dive into generating and sending Service Agreements to be signed.
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  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.
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  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
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  Participant Check-in Notifications

  Learn how to setup Participant Check-in Notifications.
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  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
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  Unit Price Override

  Learn how to do unit price overrides.
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  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