This article is intended to be looked at after following the instructions on the previous setup. A lot of the setup here is optional.

This article is intended to be looked at after following the instructions on the previous setup. A lot of the setup here is optional.


**Contacts**

Your existing Xero contacts are listed at **Admin → Integration → Xero → Contacts**. You can manually link participants to contacts here, or if invoicing for a participant who isn't linked to a contact then Xero will link it to a Contact automatically if there's one with a matching name, otherwise it will create new contacts. 


You likely have your Contacts from Xero in CareMaster already, but you can always confirm by clicking the **Get From Xero** button. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51119582037/original/LFbyoes1Qr1Ec9PQ2M1tK6mkHDG-ONE6PQ.png?1693352000)


Each contact has a link button to the far right of it, which is where you can create/edit the links between that contact and participant records within CareMaster. A contact can have multiple participants linked to it, and each participant can have separate contacts for supports using different Service Organisations (eg one contact for NDIA Managed, another contact for Self-Managed) but otherwise participants cannot have multiple contacts. 


**Products and Services**

**Admin → Integration → Xero → Products and Services**

This is where you can (optionally) sync products and services from Xero and link them to CareMaster services. You can also create new items in Xero from this section as well. To link these services or create a new one, click on the **Items → Services** button. 


This page shows you a list of Services within CareMaster with their Service ID (internal use) the Service Organisation, the Service name and a Link Status column. The colour of the button indicates the status of the link for that service, and allows you to edit it.



|  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51028785003/original/qUPjsb9kyFr1O3jl1JmMeI9p5HzmMuAa3Q.png?1634527170) | This means that there isn't a link for this Service, click on this button to create one |
|----|----|
|  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51028785001/original/1xMIZWHhKU3pI1TNdyMpEfB4TtjVn4kjAQ.png?1634527170) | This means that there is a link for this service, click on this button to edit it |
|  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51028784706/original/OJIoCnHxOqr3vajlc82ljPyIW-x2ryJvlw.png?1634527123) | This means that there is a link for this service, but the Xero item cost and CareMaster Service cost don't match. You can use this button to unlink the service, or edit the link. |


Xero items and Services can't be linked automatically, but you can create Xero Items if you wish. 


When editing/creating a line, if the  'Use Existing Xero Item' tickbox is unticked then you'll see a page like this;

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51010854780/original/QVYcPt0seQQlQmk5lXvmbQtFCbF3rjvu0Q.png?1609280362)

Using this will create an item in Xero and automatically link the selected Service to it. You can change the prefilled/suggested information, but the maximum lengths are imposed by Xero and cannot be changed. 


You can generate items manually as per above, or automatically using the 'Create 50 Items in Xero' button.  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51010854956/original/yqZ0SvoOhgQNFu-J-n4DgdaeCHFwQGN0uA.png?1609280609)

This will create items with the prefilled information as per the above example. There may be some failures when doing this because of it working with Xero limitations, you will be notified of any warnings and can create any leftover services manually as per above.  


**Tracking Categories**

You can use this section to assign Tracking Options for Invoice Line items and Timesheets if desired. As this section is related to payroll as well, its recommended that you consult the Xero setup guides for that first to make sure that those settings are correct. You will also need to have made sure your Tracking Categories are correct and up-to-date in Xero so CareMaster can use these correctly. 


Navigate to **Admin → Integrations → Xero → Tracking Categories** from the main menu, and then click on the **Service Org Links** button. Consult the  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51028784705/original/ci2u6z2mlsgYel8mwRKNjjkGznKDiKsv7g.png?1634527122)  icon here for more detailed information on how to proceed, this is tailored to what information you do or don't already have in CareMaster.

Additional Xero Invoicing Setup

User Guide: Client App - Participant & Family Guide

User Guide: Client App - Provider Guide

Client App

User Guide: Worker App Guide for Workers

How to Clear App Cache & Data for Android?

User Guide: Worker App Guide for Admins

Why can I not see Participant documents on the Worker App?

Case Notes within the App

What is my app PIN?

Worker App

CareMaster Mobile Apps

CareMaster Data Export

How to Request CareMaster Training

How to send emails from a different email address?

How to request a CareMaster Software Update?

Understanding CareMaster Licences

Feature Request Form Update

How to Clear Google Chrome Browser Cache?

General

Step 1: NDIS Service Import

Step 2: CareMaster Configuration & Rostering

Xero Integration, Payroll & Invoicing

MYOB Integration, Payroll & Invoicing

KeyPay Integration, Payroll

Reckon Integration, Payroll & Invoicing

Step 3: Financial Integration

Step 4: NDIS Export Process (Registered NDIS Providers)

Advanced Rostering - SIL Houses (Optional)

Coordination of Support (Optional)

Guided Onboarding

Actions for CareMaster Aged-Care Providers Transitioning from Home Care Packages (HCP) to Support at Home (SaH)

Passwords reset and activation emails

Error - Support start time must be before end time

Updating a shift to overnight/active overnight

Why am I missing timesheets?

Why am I getting kicked out of CareMaster desktop?

Why are kilometers missing from a timesheet?

How to stop a service showing on the roster or being included in roster emailed to the participant.

Why does the support on the Worker app not allow me to add kilometers?

CSRF token mismatch

How to Contact the Customer Care Team for Support

Top Troubleshooting FAQ's

Company Message Centre

How to submit a feature request

Home Page

Logging In

How To Reset A Password?

Home

Alerts User Guide

How to hide certain alerts?

Alerts

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

How to check over reported DEX data? 

How to create a new client record from a My Aged Care client record snapshot?

CHSP Participant Guides

How to change what shows on the Participant List page?

Participant/Client Leave Requests

NDIS Splitting Participant funding into different Budgets

How to Send SMS/Email Reminders to Clients?

User Guide: Recording Medication Usage for Participants

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to create new Agencies

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

How to generate a HCP statement for a client?

How to email a HCP statement to a client?

Understanding your HCP Statement

HCP Subsidy Increase 01.10.2025

How can I add HCP leave for a client?

Adding HCP Km's to a Support and a HCP Statement

How to add an adjustment to a generated HCP statement?

How to regenerate a HCP statement after adjustments?

User Guide: HCP Funded Participants Setup Guide

HCP Participant Guides

How to create a new participant or client

How to use case notes

Participants

Unassigned Supports - Coordinators and Vehicles rosters views

How to Email Rosters to Workers?

How to customise the Roster view

How to Email Rosters to Participant?

Service Organisation Roster view

Roster Page User Guide

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Using The Roster Optimiser - Single Support

Locations & Destinations

Worker Data Setup

Checklist

Roster Optimiser

How to resolve email authentication errors when emailing?

Roster

How to Create Worker Timesheets

What access does each user level have?

How to Send SMS/Email Notifications to Workers?

Working With Children Checks

Changes to Worker's Emails and Password Reset

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

How to change what shows on the Staff/Volunteers List page?

How to exit workers in CareMaster

Staff/Volunteers

How to Claim / Invoice Cancelled Services?

How to create Provider Travel supports to invoice participants and generate worker timesheets.

How to create Service Organisations

Grouped Supports

How to use 'Quick Save' on the Supports Page

Creating Therapy Supports with 50% Travel change.

Creating Supports for a different Time Zone

How to Use the Manage Button to Change Supports?

Creating and editing a Recurring Booking

How do I bill for NDIS transport?

How to restore a deleted support?

How To Limit Support Services to Approved Services Only

How do I Cancel a Support/Shift

Supports Menu User Guide

User Guide: How to create supports

User Guide: Provider Travel and Transport - Rostering Scenario Guide

User Guide: Supported Independent Living (SIL) Setup, Rostering and Claiming process

User Guide: Short Term Accommodation (STA) Setup, Rostering and Claiming process

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

Supports

Create SaH Supports including Wraparounds & Transport

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support At Home - Implementation Updates

Connect to PRODA and Register / Activate your Device

Syncing Services and Service Organisations

Creating additional Service Organisations & Services for SaH

Sync your Participants

Review the Participants Budget Dashboard

Understanding Programs, Budget Items & Funding Sources

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement Upload / Reconciliation

Upload the Claims file back into CareMaster

SAH Participant Statements

Invoicing for Xero, MYOB & Export Reports

Re-Activate your Device - Expires every 6 months

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

Worker Summary Hours Report

What do the Staff/Volunteer reports show?

How do I change the fields on the worker list report?

Worker Reports

What do the voucher reports show?

Worker Run Sheet Report

Reporting User Guide

What do the property reports show?

What do the account reports show?

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Admin Reports

What do the Participant reports show?

Participant Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

User Guide to Printing Incidents

Incidents User Guide

Incidents

News Items

CareMaster News

Voucher User Guide

Voucher

User Guide: How to Automatically provide workers access to clients for scheduled supports

How to hide unpublished rosters using Confirmed status

Settings Overview User Guide

What do the System Settings mean?

What do the worker app settings mean?

What do the client app settings mean?

Settings

What is a service statcode?

Admin Overview User Guide

Editing Service Organisation Details

Service Importing - NDIS Price Guide update

NDIS Claims uploads into CareMaster

Statistics User Guide

What do the access permission roles mean?

Child Services Award increase 01.03.2026

Aged Care and Child Services Award Rate Increase 01.01.2025

Aged Care Award Rate Increase 01.10.2025

SCHADS Award Rate Increase 01.07.2025

Award Updates - SCHADS and Child Services

Editing Company Details

External API Integration

DEX Integration

Employment Hero Integration

Integrations

Administration

CareMaster

Additional Xero Invoicing Setup

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Additional Xero Invoicing Setup

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