Accessing Business Settings
Go to Settings from the main menu
Under the Business section, choose one of the following:
General
Finance
Scheduling
Each section opens on the right-hand panel. Click Edit to make changes.
General
The General tab stores your organisation’s primary business details and location structure.
Business Information
Field | Description |
Website URL | Your organisation’s website |
Company Name | Legal or primary business name |
Trading As | Registered trading name |
Company Type | Business structure (e.g. Pty Ltd) |
ABN Number | Australian Business Number |
Registered Office Address | Official business address |
Locations
Locations define your operational structure and can represent different branches or service areas.
Each row represents a parent or child location
Locations may be used for rostering, reporting, and access control
Columns include:
Business ID
Name
ABN
Actions menu (for editing or managing the location)
Use Add Location to create a new location.
Use the action button (three dots) beside the location entry to edit or delete the location.
Finance
The Finance tab controls defaults related to invoicing and travel claims. Select the Edit button to edit the fields in this tab.
Travel Claims
Setting | Description |
Rate per kilometre | Used to calculate travel reimbursements |
Invoicing Defaults
Setting | Description |
Default invoicing sales code | Applied automatically when creating invoices |
Include shift time in the invoice | Adds shift time details to generated invoices |
NDIS Travel
Setting | Description |
Default NDIS travel claim | Pre-selects an NDIS item when recording travel |
Scheduling
The Scheduling tab manages time and rostering rules. Select the Edit button to edit the fields in this tab.
Time Settings
Setting | Description |
Timezone | Default timezone used across shifts and rosters |
Check-in Rules
Setting | Description |
Allow multiple check-ins | Lets staff check in more than once per shift |
Public Holidays
Define public holidays to ensure correct pay rate calculations.
Select a date using the picker
Click Add to include it
Added dates appear under Holiday dates
These dates are used to calculate Private and Sah rates correctly.
Editing Settings
To update any section:
Click Edit in the top-right corner
Modify the fields as required
Save your changes
Each section opens on the right-hand panel. Click Edit to make changes.
Integrations
The Integrations tab connects your workspace to third-party accounting and automation tools.
Available Integrations
Integration | Category | Status |
Xero | Invoices and payments | Available |
QuickBooks | Invoices and payments | Available |
Zapier | Workflow automation | Coming Soon |
To connect Xero or QuickBooks, click the corresponding Connect button and follow the prompts to authorise the connection. Once connected, invoices and payments will sync between your workspace and the accounting platform automatically.
Zapier integration is not yet available. After its release, it will enable workflow automation with third-party tools.
Suppliers
This tab would come really handy if you regularly outsource to other suppliers. The Suppliers tab manages suppliers and the default service agreement document used when onboarding suppliers/sub-contractors
Services Provided
This section lists all services your organisation offers to suppliers.
Column | Description |
Name | The service category name |
Action | Options to edit or delete the service |
To add a new service, click + Add Service in the top-right corner of the table. To edit or remove an existing service, click the three-dot action menu beside the relevant entry.
Supplier Agreement
This section allows you to upload the agreement document sent to suppliers for acceptance.
To upload a supplier agreement:
Click Upload File in the upload area
Select a PDF file from your device
The file will be saved and used as the default supplier agreement
To retrieve a previously uploaded agreement, click Download File.
NDIS Agreement
The NDIS Agreement tab allows you to configure and customise the default NDIS Service Agreement template that is generated for participants.
Template Structure
The agreement is divided into the following sections, each of which can be individually removed using the Remove button:
1. Parties and Plan Context Displays the participant and provider details side by side, including:
Participant name, NDIS number, address, email, phone, and funding management type
Provider name, ABN, and address
2. Supports and Delivery Schedule Lists the agreed line items in a table with the following columns:
Column | Description |
Line Item | NDIS support item code |
Support | Description of the support |
Delivery | Setting and ratio (e.g. In Home, 1:1) |
Quantity / Frequency | How often the support is delivered |
Rate | Hourly or unit rate |
3. Pricing, Invoicing and Payment Describes how invoices are issued and processed, including invoice frequency and NDIS claiming pathways.
4. Responsibilities and Service Standards Outlines obligations for both the provider and the participant in delivering supports safely and effectively.
5. Review, Variation and Cancellation Covers how and when the agreement can be reviewed or changed, and the notice requirements for cancellations in line with NDIS Pricing Arrangements and Price Limits.
6. Complaints and Dispute Resolution Describes the process for raising and escalating concerns between parties.
7. Acceptance and Signatures Contains signature fields for both the participant/nominee and the provider representative. Signatures can be typed or drawn using the Draw instead option.
Note: Signatures in the settings view are preview-only and are not saved to templates.
Customising the Template
Click + Block to add a new content block to the agreement
Click Remove beside any section to remove it from the template
Click Reset Default to restore the agreement to its original template
Click Save to apply your changes
The agreement auto-populates participant and provider details when generated from a client's profile.