Set up your organisation

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

Last updated · 3 July 2026

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

Note

These four tabs only appear for the provider owner. Admins see a cut-down Organisation tab with just role-based access on it; Billing, 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, Billing, Integrations and Features. You can also jump straight to one by adding ?tab= to the address, for example /account?tab=billing.

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 a PNG or JPG up to 500 KB. 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.
NDIS registration no.	Yes	8 to 11 digits.
Address	Yes	Start typing and choose the match, or select Enter address manually.
Website	No	A full URL, for example https://example.com

Select Save. You see “Business details saved.” If a field fails validation, the first problem is shown instead, for example “Enter a valid ABN.” or “NDIS number must be 8 to 11 digits.”

The Organisation tab as the provider owner sees it, with the Business details card above the Role-based access section.

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 Billing

Open the Account ›Billing tab. The Invoicing card sets the defaults every plan-managed and self-managed invoice batch uses:

Tax and payment terms: 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.
Invoice communication: Remittance email (required) and an optional invoice footer note.

Select Save. You see “Invoicing settings 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.”

Below Invoicing sits Plan & subscription, currently a “Coming soon.” placeholder; contact OneForce Care support for subscription questions.

The Billing tab with the Invoicing card (GST code, registration, payment terms, bank details, remittance email) above the Plan & subscription placeholder.

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 card reads “Connected to <your Xero organisation>. Invoices and timesheets push straight into Xero.”

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, not connected, with the Accounting integrations card and a Connect to Xero button.

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 by area, and each one saves on its own the moment you switch it, with a toast such as “Breaks enabled.” or “Breaks disabled.”:

Group	Feature	What it does
Scheduling	Breaks	Let support workers log breaks on a shift. Break time shows on the timesheet and is excluded from billable hours.
Compliance	Registered for Module 2A (Behaviour Support Plans)	Turn on once your organisation is registered and assessed for NDIS Practice Standards Module 2A. Off blocks claiming Intensive and Complex Behaviour Supports.
Compliance	High intensity worker-skills gate	Warn when a worker without recorded High Intensity Support Skills is assigned to a high-intensity shift.
Compliance	Registered for High Intensity Daily Personal Activities (0104)	Turn on once your organisation is registered for NDIS registration group 0104. Off blocks claiming high-intensity supports.

The Features tab with the Scheduling group (Breaks) and the Compliance group (Module 2A, High intensity worker-skills gate, High Intensity Daily Personal Activities).

Tip

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