**Document Overview**

This document is designed to assist in preparing invoices for your Participants for Xero Financial Integration

  

## **Prior Integration steps required**

 Prior to commencing invoicing, please ensure that the following has been setup CareMaster: 

 1.         Contacts

2\.         Products & services

3\.         Tracking Categories

 Refer to the [Xero Pre-invoicing Setup Guides](https://support.caremaster.com.au/articles/user-guide-xero-pre-invoicing-setup-guide-HpAqU1deAf) 

  

Step 1: Prepare Supports for Invoicing

  

For a support to be invoiced. It must have a Checked status. This can occur when a worker starts and ends a support correctly in the worker app, however there are a few reasons where this may not occur and you will need to manually complete this action due to:

Worker not starting the support.

No worker applied to the support.

The support was cancelled but still selected to be charged.

  

Go to the Supports → All page from the left-hand menu for the search filter.

  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630596/original/Es_2zsuXHSUma0NwyC5aBTSHc5a1xz-imA.png?1696914680 " =641x")

Choose your required date range. You can select a Xero Calendar period if preferred.

Change Any Checked status to Not Checked.

Select Any Status instead of Not Cancelled – this will make sure if you have cancelled a support with a participant chargeable cancellation code applied, it will be invoiced.

And Search   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630594/original/U9lk5xBKj0uGB3dDTbNWnsC8avArArulJg.png?1696914680 " =34x")

It will then display all of the supports that need to be Checked. You can do this now by clicking on the Checked tickbox. 
 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630656/original/iWulykPoBKYS95rfvHiZJDoDZNouUCxXHA.png?1696914683 " =528x")

These can be Checked individually or you can use the Manage button to perform this in a bulk action.

 As you Check them, you may receive an error message like below: 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630612/original/wedxPz11UukHU7_yZYut8wY61VW4jQtGdg.png?1696914681 " =249x")

Please review the Participant Profile → Funding information to make sure the correct funding is applied as needed.

 Once Checked, it will then display . 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630611/original/cYzvQh3FnBk4u1Xuh7HcjjFjVQsdoLyXgA.png?1696914681 " =229x")

\*\*Be careful not to ‘Check’ any supports in the future as this will stop any allocated workers from Starting / Ending the support in the Worker App as it will be effectively marked as completed.

 \*\*Checking supports is also a Timesheet required activity however complete the full search action as advised above to make sure all required invoices are generated.

 

 **Using the Manage Button**

  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630614/original/ziaGwwiUrMJIB4wiFi0zL0rVDPujr-MjsA.png?1696914681 " =641x") 

The Manage button is a powerful bulk editing function. Please use carefully.

It has 3 stages.

Select the search criteria you want to change .i.e. choose a date range

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630645/original/wFWbo5bRD63hWFMf6_pfa187gdSb4ZhnPg.png?1696914682 " =356x")

Select the change you want to make .i.e. Status Changes 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630633/original/jHd68z3FbXMt8Jdq31J1X_r3b27il862KA.png?1696914682 " =527x")Review your selected data and 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630615/original/hZDnSyjOj7rpIHiZmuJYdciOWt6TbPfv-g.png?1696914682 " =47x")

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630651/original/aAtsHZESIPwwGl3THhXFhuPgz9c3Oddj1Q.png?1696914682 " =590x")This will update all selected supports to a status of Checked.

  

**Step 2: Generating Invoices in Xero**

Go to Admin → Integrations → Xero → Invoices.

This can also be access via Admin → Integrations → Xero → Dashboard → Invoices.

 

Here you can view, edit and send your invoices to Xero to then send them to your paying contacts.

 It is a good idea to begin by pressing the Refresh Recently updated button. This will make sure all other Xero Invoice data is synced with up to date.

 The screen will display as per below. FYI the visible search function is for already created Invoices.

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630652/original/h1MxIo83f0kIe-OiuyJkdYLMC-T7pu8Bhg.png?1696914682 " =599x")Press  

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630617/original/G6VDEaflo-6lg6XY_FO3WEvVoXA1Mq5Xtg.png?1696914682 " =155x")to begin for your current period. 

 

Now you can search for your required Invoices. You can drill down further by searching for: 

Date Range

A Specific Client

A specific Service Organisation

If a Participant has been linked to a Xero Contact or not

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630647/original/sEtnQrUZamlt2pGI6yAnydrKtMqyCJNgZg.png?1696914682 " =641x")It will then show you the available invoices for your selected search options.

 It will also show you any issues that need addressing such as

 No linked Xero Contact;

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630621/original/i2M2v-kD_Ttc8MMLDTdgs3NAuY7Tv4EngQ.png?1696914682 " =435x")Or a Transport with a quantity or 0;

This is where Transport was ticked on the Support but no KM’s were entered. It is flagging for a check as apposed to saying it is wrong. Confirm or update to proceed.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630623/original/2cvee4M1OtFwUYAZ23ntmdbCWkYeD9pTcg.png?1696914682 " =641x")

Below is how it shows you which support is impacted.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630620/original/0zPJxNT2kfkdkv6Bgos4E1DOFXTydB6YpQ.png?1696914682 " =110x")From here you can select the Invoices you want to approve and send as draft by ticking the tickbox and then 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630619/original/8OfeyU1kfqkZ3UFqlAuM15X3myGuU4GnRw.png?1696914682 " =82x")

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630655/original/G73DYzgRme8DMwQh9wLS3PqPO4zIUI_4yw.png?1696914683 " =641x")If required, you can edit or manually approve an invoice by clicking  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630622/original/WDAljr2b6IsQz2B_TxfQlYr4KN709LiNJQ.png?1696914682 " =54x")

This will give you the option to view the specific details of each individual support within the customer Invoice and edit some fields such as;

Item Code

Account and Tracking fields

 You can click on the individual support reference number and be taken to the Support Edit page. Any changes you make will be reflected in the invoice you are currently generating.

  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630627/original/Q7yg_aQX2KlqUD84KeCCZrKj_z_46q0h0g.png?1696914682 " =141x")You can also Save as draft here / Submit for Approval or Approve.
 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630660/original/2ftwMrZikYMe7WDQ0A77C7jO5zKlv_QkZA.png?1696914683 " =641x")

\*\*You can deselect individual supports here and they will not be sent to Xero with the rest.

If you Save as Draft individually it will display 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630630/original/mfmTdB2rEy2d2qwpqO1M8HJFGnYOYmCq_g.png?1696914682 " =124x")and  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630632/original/DDce77giq_QILY7Ag2HXqvGx15xjVLcc3Q.png?1696914682 " =150x")Continue saving as draft individually or in bulk as shown earlier. These have now been sent to Xero.

 

Step 3: Viewing Generated Invoices

Go to Admin → Integrations → Xero → Invoices.

\*\*Please look for the Help Icon for additional information on any page: 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630631/original/rCmIsPDHcItcFeCGEk1C5LL6gFNE6jXIrQ.png?1696914682 " =37x")

The generated Invoices will be listed like below. 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630654/original/ScO3bt57fGyV5cmuwYX1KvvNOytS3zADlA.png?1696914683 " =640x")

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630635/original/bgl5sVU9oOV27lTib9Iu1p0HyCIBDQisBQ.png?1696914682 " =54x")Draft: The invoice is in DRAFT mode and can still be edited  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630629/original/Xzc1mFDP9Ny1q9hnawBUqXl_Z-5OHIoQoA.png?1696914682 " =54x")Submitted: The invoice has been submitted and is awaiting approval   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630636/original/U-6BjWXocxIq6-Vbc5rLabeIDlsTxzo5Jg.png?1696914682 " =54x")Authorised: The invoice has been approved and is awaiting payment   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630634/original/e0Hlors1J3Z_7yHkXMLH1Cl_MiEgxPNGmw.png?1696914682 " =56x")Paid: The invoice has been paid in full   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630638/original/LrLom2-jOiTUCiMs5e4_JvnhODy54NXe5A.png?1696914682 " =53x")Voided: The invoice has been voided  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630637/original/Qndudj9P1syrH0f6nwO1biO_emtSKep_Hg.png?1696914682 " =61x")Deleted: The invoice has been deleted


 If you DELETE or VOID the invoice in Xero, it will also delete the invoice in CareMaster when you press 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630639/original/1M-PfaX6VR8jjQjczJjK1WjRvV2VYxmm9Q.png?1696914682 " =207x")This will enable the relevant supports to be reinvoiced via the Generate Invoice process. If they had been marked as PAID, this will be removed as will any pre assigned invoice number.

 

**Step 4: Invoices within Xero**

 In Xero you can see your Draft Invoices.

Go to Business → Invoices

 Select Draft  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630641/original/wBavuEPFMzC-f9QM-_DOXDwFqHlm--C2mw.png?1696914682 " =635x")

You can select the individual or all invoices using the check box 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630642/original/JI76rFuADZ2ITVMIDp4Ao-r0PtfWYN7uaA.png?1696914682 " =22x") and the action options will become available;

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630643/original/9SzHtfzgTYOEr8PQ6iIlXEzgam9hJkQ5ow.png?1696914682 " =521x")

From here you can Approve the invoices and Email them to your payees in bulk.

 Alternately you can select the Invoice number i.e. (INV-0790) to review and individually action the approval and emailing.

  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125630659/original/nbliDj2kp8rWmivUO45pBA3FX24AloSw1Q.png?1696914683 " =519x")


## **Invalid Children warning message**

During invoicing you may see the following warning.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a502a36-a6a5-4a90-ba62-fb87fb401690/08d92e13-f6d0-4014-9571-0d16a1d5685f/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3TSMZCALU%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T194149Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJGMEQCIBe9rlSdn8HeKX46jkcC2897LB7cx3l67HWrI%2Bt%2FjUbdAiAJF318yR7V54xrpBl6pTBiwWlSiz3SjUy%2FaVjTb5nkDSrmBQiQ%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDMwODEyNTk3NTI4NyIM31x0LFYTNGQRjyvwKroF362pyHh4nOadp2UWO%2BrHOKkma4gLateQb%2Fbga6ipe2f2spyAbXLRTvxB5cLQ%2BEo6bIlZrMPtEHRDPBh4l%2BOJhod5WFxmw6pzPucfGZ%2F%2Fd2yaiLxhl9e5466YUH9yGX6vWcwxkODCA%2FB5MbmgaUW2ls0za0Eun%2FNWEmOeVCmmUjqXkdsmE1IT03iEaRLTCKDqePJaoZhPNarkiLuAl37qCZ%2Bgq7FLb1gZSA9OtPfzp0przM9qNnVOlXOGaykyhb4MgfiucNKDe5dsmtpSNTCrgD72ijKRDeYCXjG36oZX%2Bhj2gw%2FUgLVhUPCuXrtdS%2FDfQP%2BbK0NrUdgYqWLYv9khaLgKjQ92eQvd3PQHHVx9CITJLs3gjP1KeSPFhomuIXNutlu4TM%2FKFNd8XNSa68FYC6gZUYxe7urPHGsAleh7zr816qWHQ9kr1Y3uHnNu8XHy%2B7U9%2FTnd01Q1Ir8k987sD2UZvY02XiMdkiVSaAu0nYmrPF6FiE9mQUD74ay7MxZlOQ65OlRbdEHt6U8RZstwOm6l4YdSKYHd6rRVZ%2Balz8rbXAT34vl8pIutKBOBT7PjsgIYF1Im6Zabk939P2rdmdmcq2YbfWpWSFbiSBOHRGmQvbKHvzhBwrdzrYPmyGEIRNArc8JIJO%2Fullc3LMqFdefZOck1YkURkSulKeBHl9c0ezGSBsTw2tHSrSEFc%2FQTzHaQwj8dTx132MwS%2FT4b3PuKm%2B3lR5trbqE0sf%2BW57Li3NDwi34LBY2T2eCuiOGo%2BSH4fA2xllzzm9npiUzj8yko4FYV4v77LxwCgqAlFBSHETR4lBZ3w6NAzT6tibewGYb3lGH2mbyn0uzrwqKGZxzYzjllnALjcAmiO0QBiDykzZbiXkE1AOnwdfFOKCWnouB9Iqq5QV6%2Bvx7z7mHrnESjP0q8F41ITbEw2qX5zgY6kQFKtep9busoCnxci33rB83LbkDvVmBHO4YdhBFlchnQS2j3dg9HSj4s%2FM68NDMT2hi4Q3n1NMcKHDWDrqYNtGGCb4SQc541pIir4%2BYhyMc%2BWQEr8fdzSOFAZ3uPKQy%2BVUU3a8zFI4j%2BmvWcFB2L7S%2F4boNxUWcy8Xz6MBfUO%2BeiGSOdUAl7cVaKh7CobJeOOAkP&X-Amz-Signature=5366cbd337266c4025a160618b6cca2abf2af2f2b71ae3f11e039c54d76fb844&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

The Invalid Children message is just a warning, and will not impact or deter you from your invoicing.

CareMaster is detecting that the Child (Transport) is invalid, as the 'Includes Transport' tickbox has been selected, but the non labour transport costs assigned a service.

When invoicing, the child non labour transport service was looking for a transport component i.e. cost/quantity, but as this has been left blank in the support, it picked it up as a warning.


## **Syncing Invoice data**

To ensure CareMaster has up to date Status information about Xero Invoices the Refresh Recently Updated button is used.
NOTE: clicking the Refresh Recently Updated button will refresh Invoice data changed in the past 2 weeks, to refresh further back than this, click on the arrow on the right of the button to choose a different length of time from the drop down list.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/712a2784-d2d7-4dc5-86a2-4a5f0a4554dd/f373f040-5ef1-4e58-8f3b-790925f2efc8/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3TSMZCALU%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T194149Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJGMEQCIBe9rlSdn8HeKX46jkcC2897LB7cx3l67HWrI%2Bt%2FjUbdAiAJF318yR7V54xrpBl6pTBiwWlSiz3SjUy%2FaVjTb5nkDSrmBQiQ%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDMwODEyNTk3NTI4NyIM31x0LFYTNGQRjyvwKroF362pyHh4nOadp2UWO%2BrHOKkma4gLateQb%2Fbga6ipe2f2spyAbXLRTvxB5cLQ%2BEo6bIlZrMPtEHRDPBh4l%2BOJhod5WFxmw6pzPucfGZ%2F%2Fd2yaiLxhl9e5466YUH9yGX6vWcwxkODCA%2FB5MbmgaUW2ls0za0Eun%2FNWEmOeVCmmUjqXkdsmE1IT03iEaRLTCKDqePJaoZhPNarkiLuAl37qCZ%2Bgq7FLb1gZSA9OtPfzp0przM9qNnVOlXOGaykyhb4MgfiucNKDe5dsmtpSNTCrgD72ijKRDeYCXjG36oZX%2Bhj2gw%2FUgLVhUPCuXrtdS%2FDfQP%2BbK0NrUdgYqWLYv9khaLgKjQ92eQvd3PQHHVx9CITJLs3gjP1KeSPFhomuIXNutlu4TM%2FKFNd8XNSa68FYC6gZUYxe7urPHGsAleh7zr816qWHQ9kr1Y3uHnNu8XHy%2B7U9%2FTnd01Q1Ir8k987sD2UZvY02XiMdkiVSaAu0nYmrPF6FiE9mQUD74ay7MxZlOQ65OlRbdEHt6U8RZstwOm6l4YdSKYHd6rRVZ%2Balz8rbXAT34vl8pIutKBOBT7PjsgIYF1Im6Zabk939P2rdmdmcq2YbfWpWSFbiSBOHRGmQvbKHvzhBwrdzrYPmyGEIRNArc8JIJO%2Fullc3LMqFdefZOck1YkURkSulKeBHl9c0ezGSBsTw2tHSrSEFc%2FQTzHaQwj8dTx132MwS%2FT4b3PuKm%2B3lR5trbqE0sf%2BW57Li3NDwi34LBY2T2eCuiOGo%2BSH4fA2xllzzm9npiUzj8yko4FYV4v77LxwCgqAlFBSHETR4lBZ3w6NAzT6tibewGYb3lGH2mbyn0uzrwqKGZxzYzjllnALjcAmiO0QBiDykzZbiXkE1AOnwdfFOKCWnouB9Iqq5QV6%2Bvx7z7mHrnESjP0q8F41ITbEw2qX5zgY6kQFKtep9busoCnxci33rB83LbkDvVmBHO4YdhBFlchnQS2j3dg9HSj4s%2FM68NDMT2hi4Q3n1NMcKHDWDrqYNtGGCb4SQc541pIir4%2BYhyMc%2BWQEr8fdzSOFAZ3uPKQy%2BVUU3a8zFI4j%2BmvWcFB2L7S%2F4boNxUWcy8Xz6MBfUO%2BeiGSOdUAl7cVaKh7CobJeOOAkP&X-Amz-Signature=3ad284bd468ca86380f00a85268fed9503dfd534fbe2aad5418dc7ea0ffd4348&X-Amz-SignedHeaders=host&response-content-disposition=attachment)




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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

KeyPay Integration

Integrations

Administration

CareMaster

User Guide: The Xero Invoice Process

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User Guide: The Xero Invoice Process

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