Business details, invoicing defaults, Xero, and workspace features, one tab at a time.

As the provider owner, five tabs under your account menu configure the whole workspace: Organisation, Invoicing, Subscription, Integrations and Features. Work through them once when you first sign up, then come back whenever something changes.

Note

These five tabs only appear for the provider owner. Admins see a cut-down Organisation tab with just role-based access on it; Invoicing, Subscription, Integrations and Features aren’t shown to them at all.

Open your account settings

Select your initials at the top right, then choose Account. The page opens on a row of tabs: Account, Organisation, Invoicing, Subscription, Integrations and Features. You can also jump straight to one by adding ?tab= to the address, for example /account?tab=invoicing.

Business details, on Organisation

Open the Account›Organisation tab. Your Business details card sits at the top:

Field	Required	Notes
Logo	No	Select Change logo, then choose any image file up to 500 KB (PNG or SVG hold up best). It saves the moment you pick the file, with the toast “Logo saved.”
Business name	Yes
Your provider role	Read-only	Shows your role, for example Owner.
ABN	Yes	11 digits, checked against the ATO checksum.
ACN	No	9 digits, if you have one.
NDIA organisation ID	No	9 digits starting with 405. Required before saving an NDIA-managed plan.
Address	Yes	One search box. Start typing and choose the match, which fills in the suburb, state and postcode behind the scenes. See below if the lookup can’t find it.
Website	No	A full URL, for example https://example.com

Select Save. You see “Business details saved.” If an optional field is present but invalid, it is still checked. For example, an NDIA organisation ID must be 9 digits starting with 405.

The Organisation tab as the provider owner sees it, with the row of Account tabs, the Business details card holding the address search box and the Enter address manually link, and a Save button. — 1The Account tabs: Account, Organisation, Invoicing, Subscription, Integrations and Features.
2The address is one search box, with Enter address manually underneath it.
3Save writes the Business details card.

If the address lookup can’t find it. Select Enter address manually under the box. The single field splits into four: Address, Suburb, State (a dropdown of Australian states and territories) and Postcode. To go back, select Search for an address instead; the search box comes back holding the whole address line you typed, not just the street.

Roles, further down Organisation

Underneath Business details, the same tab holds Role-based access: create named roles, choose their screens and actions, and see who’s assigned to each one. This is covered in full in Roles and access.

Invoicing defaults, on Invoicing

Open the Account›Invoicing tab. Three cards set the defaults every plan-managed and self-managed invoice batch uses, and each one saves on its own:

Invoicing defaults: Default GST code (P2 - GST Free, P1 - 10% GST, or P5 - GST out of scope), whether you’re registered for GST, and payment terms (Due on receipt, 7 days, 14 days, 30 days, or Custom with your own due-days).
Bank details: Account name, BSB and account number, the remittance account printed on your invoices.
Invoice communication: Remittance email (required) and an optional invoice footer note.

Select Save on the card you changed. Each card confirms itself: “Invoicing defaults saved.”, “Bank details saved.” or “Invoice communication saved.” Every field here except the footer note is required; if one is missing or invalid, the first problem is shown, for example “BSB must contain exactly 6 digits.” or “Remittance email must be a valid email address.”

The Invoicing tab with three cards: Invoicing defaults (GST code, registration, payment terms), Bank details (account name, BSB, account number) and Invoice communication (remittance email, footer notes), each with its own Save button. — 1The default GST code every new invoice batch starts from. Registration and payment terms sit beside it.
2The bank account printed on your invoices.
3Where remittances go. The footer note beside it is optional.

The Subscription tab beside it holds your plan. It reads Early access: everything is included while OneForce Care is in early access, and there is nothing to set up. Contact OneForce Care support for subscription enquiries.

Tip

Set this up before your first invoice run: Generate invoice batches stops before creating anything if these details are missing or invalid.

Connect Xero, on Integrations (optional)

Open the Account›Integrations tab. If you use Xero for your books, select Connect to Xero. Xero’s sign-in and authorisation opens in a new tab; once you approve it, you see “Xero connected.” and the row shows a green Connected badge.

There’s nothing else to configure: the push works out the sales account and GST treatment from your connected Xero organisation automatically. Select Disconnect at any time to unlink it.

The Integrations tab with the Xero row showing a Connected badge, the line Pushes invoices and payroll timesheets straight into Xero, and a Disconnect button. — 1Connect to Xero sits here until an organisation is linked; afterwards the same spot reads Disconnect.

Note

If the connection fails, you see “Xero connection failed. Try again, or check the Xero app configuration.” Nothing changes on your account until it succeeds.

Turn on workspace features, on Features

Open the Account›Features tab. Toggles are grouped into five cards, and each one saves on its own the moment you switch it, with a toast such as “Breaks enabled.” or “Breaks disabled.”

Group	What it holds
Modules	Whole areas of the workspace: Payroll; Invoicing, claims and payments; Incidents; Tasks; Reports; Documents and e-signing; Intake; Directory. All on to begin with. Switching one off hides that area from everyone in the workspace.
Scheduling	Breaks, Travel capture, Repeat shifts, and the two clock-in gates, Geofencing and the Clock-in window.
Integrations	Xero, a master switch that hides every Xero action even while an organisation stays connected.
Communication	Announcements, which puts the announcement composer on the Notifications page.
Compliance	Your NDIS registrations and the worker-skills gate. Off to begin with. Each registration blocks claiming the supports it covers until you turn it on; the High intensity worker-skills gate is the exception, warning at assignment rather than blocking anything.

The Features tab with the Modules card listing Payroll, Invoicing claims and payments, Incidents, Tasks, Reports, Documents and e-signing, Intake and Directory, each with a toggle, and the Scheduling card starting underneath. — 1The eight modules, all on to begin with. Switching one off hides that area for the whole workspace.
2One row per feature: the name, what it does, and the toggle. Each switch saves on its own.

Two toggles in the Scheduling group decide when a support worker’s app will let them start a shift, so they are worth setting deliberately before you publish a roster:

Geofencing: support workers must be within 150 m of where the shift starts to clock in. On a group shift that is the first pickup, not the destination.
Clock-in window: how early a support worker can clock in before the scheduled start. The box beside the toggle holds the minutes, from 0 up to 4320 (three days), and it starts at 5.

The Scheduling group on the Features tab, showing Breaks, Travel capture, Repeat shifts, Geofencing, and Clock-in window with a minutes box beside its toggle. — 1Geofencing: workers must be within 150 m of where the shift starts before their app will clock them in.
2Clock-in window: the minutes box sets how early a worker can clock in before the scheduled start.

Tip

Every toggle, group by group, is covered in Workspace features.

Tip

Next, work through your first week checklist to invite your team and bulk import your participants and workers.

Set up your organisation