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Videos Astalty Weekly Training 20th August - Note Template, Information Items & Alerts

Astalty Weekly Training 20th August - Note Template, Information Items & Alerts

Astalty Weekly Training 20th August - Note Template, Information Items & Alerts

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Adding Plan Managed Payments
How to Import Participants
Utilisation Notifications
Adding Kilometres to a Task
Task Workflow
Tasks and Notes
Creating and updating Services
Organisation Tags
Archiving and restoring Participants
Handling Participants with the same contact details
Creating and updating Charge Items
Generating Invoices
Updating a Participant's Plan Manager
Voiding an invoice
Finding deactivated Users
Deleting Services
How to store and track Participant Goals
How to fix Unknown Type error
Creating Records for Multiple Services
How to enable Two Factor Authentication
Restoring an archived Plan manager
Introduction to Teams
Creating Internal Budgets
Note Template
User Records Overview
Customising Document Templates
Service Agreements Deep Dive
Astalty Premium Overview
Participant Records in Action
Participant Records Report
User Records Report
Participant Document Templates
User Record Notifications
How to set up User Records
Adding a new NDIS Plan
Updating a Service after an plan extension
Xero: Mapping Products & Services
Participant Check-in
Participant Check-in Notifications
Sending Participant Records
Using Word Document Templates
Unit Price Override
Note Template Usages
Affiliate Deep Dive
Referee Program
Calendar - Beta Walkthrough
Sync Xero Payments
Invoice Reminders
Updating Funding Management Type Walkthrough
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