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Set up your organisation

Add your details, locations and registration groups so everything else is ready to go.

Steps

  1. 1

    Open Settings and choose Organisation.

  2. 2

    Add your legal name, ABN, NDIS registration number and logo.

  3. 3

    Add each location or site you deliver supports from.

  4. 4

    Choose your registration groups and the support items you deliver.

  5. 5

    Save. Your invoices, forms and claim files now use these details.

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