Organisation Details, Time zone, and Logo

Organisation Details, Time zone, and Logo

Steps 

Navigate to the SETTINGS module  and Click on GENERAL CONFIG to open the page




You will be able to locate Organisation Details, Logo, and Time Zone on the same page


Organisation Details 

Users are able to enter/edit details such as the Organisation's name, address, phone number, primary email, Accounts email, ABN/ACN, the type/s of care your organisation provides, and NDIS Registration Number if you are a NDIS service provider, Service Naps ID (if applicable), and Billing Options.  
It is important that users are entering the correct details in this section, as these information will appear in the print formats. 
  1. NDIS Registration Number: the number that is entered on this field will be sent through to your NDIS Proda Claim File if you are doing an export. All NDIS Registered Providers will have a unique NDIS Registration nuber.  
  2. Billing Options: allows users to select if the billing contact (on invoice export/client statement) is
    1. the billing contact/s on the Client Profile and Contacts
    2. the billing contact/s  on the Funding Sources


Users are able to upload the organisation's logo on this page. This is convenient in situations that require an updated logo to reflect on the print format and/or client statements.  
Please note that this logo will be on the print formats.


Time Zone

You will be able to select a default time zone for your organisation.
Please note that the time zone on the client profile will be reflected on the client's service bookings where it has been selected.
Selecting a default time zone will be useful in situations where there is no time zone being selected on the client/staff profile. The time zone on a service booking will fall to the default time zone if there is none on the associated client/staff profiles.  

 



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