Admin Overview User Guide

This section gives an administrator user to access various administrator functionality.

Please use with care and consult CareMaster Support with any questions or queries.

• Access Permissions
  • This page lets you view user accounts and their permissions as well as assign them new roles (provided you have the "Assign Roles" permission).
  • For more information, please go here: What do the access permission roles mean?
• Claims Upload
  • This page lets you upload a payment remittance file from the NDIS and mark the relevant supports as paid.
• Company Details - This page lets you add/edit your company's details.
• Integrations
  • Dex -  - This section lets you use our Dex data export.
  • Elmo - This section lets you use our Elmo payroll export.
  • KeyPay - This section lets you use our Keypay integration.
  • MYOB - This section lets you use our MYOB invoicing and payroll exports.
  • Reckon  - This section lets you use our Reckon integration. 
  • Xero  - This section lets you use our Xero integration for invoicing and payroll.
• NDIS Export
  • This page lets you preview and generate the NDIS Bulk Upload CSV for upload to PRODA.
• Pay Rates
  • This page lets you view the current award rates.
• Service Event Export
  • This page lets you export your transactions to Client Central for DEX reporting. 
• Service Import
  • This page lets you upload the NDIS Price Guide and other Service types.
• Service Organisations
  • This page lets you add/edit/delete service organisations and services set up in your system.
• Trips - Auto Calculate Kms
  • If you use our Trips software, then clicking on this will go through all of your trips for the time period and auto calculate the kms for any missing kms. If you do not use our Trips software, then you do not need to use this.
• Verify Client Addresses
  • This page lets you bulk verify client addresses.
• Verify Worker Address
  • This page lets you bulk verify staff/volunteer addresses