Xero export Invoices & import Payments
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Following the creation and bulk emailing of Invoices you can export the invoices to Xero for tax, BAS, GST, payroll and general ledger purposes and import Payments back into eTrack.…
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978 Release Notes
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Bulk Invoicing has become even faster with checks now quick to fix. Use the new Invoice Views and import payments from Xero. Book time to Emails and read the 2024…
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Auto Book Time to Emails
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The time spent on emails directly related to Participants can be automatically billed in two clicks to save time… Continue reading →
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976 Release Notes
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Payment View, emailing contacts, staff claim management, book billable and non-billable time on the same day, avoid $0 rates, help on editing time and date filtering… Continue reading →
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Compliance and Admin Tasks & Case Notes
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Record Case Notes and Tasks against Compliance items and Admin Tasks. View Tasks and reminders in your ‘My Tasks’ (to do) list together with Participant tasks. See a list of…
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Non-Billable Time
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How to record non billable time and change between billable and non billable. Prevent payment rejections by not going over budget… Continue reading →
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974 Release Notes
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Help links, Clock Time, personal data, view contact details, Staff and Provider Dashboards, Case Note tables and NDIS Upload batches… Continue reading →
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Reconcile Payments from NDIS Uploads
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A NDIS Payment file can be imported and reconciled against a corresponding NDIS bulk Upload. Results can be filtered by Success or Error etc and powerful utilities used to fix…
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eTrack Calendars and Rostering
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Calendars is a graphical view of all your Tasks by Staff Member or Participant. This will boost the usability of Task Management and allow Rostering of Support Workers… Continue reading…
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OUTLOOK 2023 Magazine
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For the third year eTrack is proud to be featured in the National Disability OUTLOOK 2023 magazine discussing why we believe the NDIA are empowering Support Coordinators in preference to…
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973 Release Notes
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Improved Security : 2 Factor Authentication & Device Detection, Track PACE Participants, Invoices Tab speed up, Easier to use Tasks including the eTrack App, Editing Agency Managed Time, Clear Upload…
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OUTLOOK 2022 Magazine
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In the National Disability OUTLOOK 2022 magazine eTrack discussed how support coordinators are embracing technology and what they are looking for in a system. The benefits of eTrack’s unique ‘object’…
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Participant Dashboard
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View all key Participant information on one screen such as personal details, alerts, emergency contacts, budgets, invoice status, upcoming tasks and goals. Continue reading →
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Create Contacts
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Creating Contacts is fast and easy since you can create Provider Companies and Individuals directly within the Participant Contacts tab and have them saved in your CRM. Continue reading →
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Service Forecasts + Provider Tracking
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eTrack Services Registers or Forecasting track the complete Participant’s budget across all Service Categories (not just the ones you are booking time to). They also track the separate Provider Services…
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Warnings and Missing Fields
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To prevent invoicing and upload issues and keep auditors happy eTrack has two really useful exception tabs. Warnings showing Participants that may require checking up on, and ‘Missing Fields’. Continue…
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NDIS Portal Upload
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If you are NDIS registered and have Agency Managed Participants then eTrack can be used to prepare an ‘NDIS Upload’ .csv file. An Upload # is assigned providing auditing and…
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972 Release Notes
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Release 972 includes a fresh new user interface, updating the look and feel and giving you more screen space. A Master report has been added of all fields you can…
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971A Release
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Time booked is accurately linked to Case Notes and can be edited inside the Case Note. Book to multiple Support Line Items on one Case Note such as Travel Hrs,…
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Move Time
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Move Time is a powerful new utility to fix up service bookings when incorrectly entered. You can move time between Plans, Dates, Staff, Support and Budget Items. Continue reading →
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Service Forecasts
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The Service Register tracks a Participants budgets and Forecasts. Enter Budgets from the 15 Core, Capital and Capacity funding areas and track Allocations and Remaining amounts. Continue reading →
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Real time Dashboards
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Graphs and dashboards provide a fast, visual way to see how your business and staff are performing. View how many Participants you have and see a trend over time. See…
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Case Note Summary & Alerts
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To keep the NDIS and your Plan Managers happy eTrack includes a detailed list of service dates when emailing Invoices. eTrack optionally attaches this report in addition to the Tax…
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Analysing Data
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eTrack includes powerful, yet simple to use, tools to analyse your data, directly on the screen. No long list of predefined reports you don’t know which does what. Simply click…
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Expenses
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As well as Hours, eTrack allows billing to Kilometres (eg Provisional Travel) or Dollars for Purchases or Respites, Accommodation nights, SILs or any other Quantity of any Unit type. We…
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Invoice Service Dates
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To keep the NDIS and your Plan Managers happy eTrack includes a detailed list of service dates when emailing Invoices. eTrack optionally attaches this report in addition to the Tax…
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Task Management
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You’re probably aware of the uncanny truth in the saying “If you want something done give it to a busy person” … and may remember how efficient you were in…
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The eTrack App
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When on the road and to multitask at your desk, the eTrack App gives easy access to information and the entering of case notes, time, tasks and signatures. Continue reading…
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Keep Goals in Front of Mind
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eTrack helps keep a Participant’s Goals forefront of your mind. By linking Case Notes and Tasks to Goals and seeing the reverse, Participants and auditors are kept happy. Continue reading…
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OUTLOOK 2021 Magazine
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eTrack is pleased to be featured in the technology sections of the National Disability OUTLOOK 2021 magazine discussing what to look for when choosing a CRM. Continue reading →
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