MYOB export Invoices
Following the creation and bulk emailing of invoices from eTrack, invoices can be exported to MYOB for bank reconciliation and tax purposes… →
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NDIS Invoicing
Bulk email PDF Invoices to Plan Managers and Self-Managed Participants and upload to Xero in 4 simple steps…. →
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myNDIS Interface
eTrack downloads Participant Budget information from the myNDIS Portal every night and on demand… →
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NDIS Funding Periods
eTrack has automated support for NDIS Funding Periods. Create a Funding Period table, allocate funds and apply new funding when available. Roll over unused Funding and prevent over spending with…
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Staff Profiles and Login Accounts
Administrators are able to add new staff, reset passwords, change staff access level and deactivate staff who leave… →
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How to Run eTrack
Access to eTrack is via a link and it can remember your details for auto-login… →
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Invoice Rounding
eTrack applies standard rounding (down for 1-4 and up for 5-9) to line items. Rounding discrepancies between systems can occur… →
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Xero export Invoices & import Payments
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
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
The time spent on emails directly related to Participants can be automatically billed in two clicks to save time… →
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976 Release Notes
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… →
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Compliance and Admin Tasks & Case Notes
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
How to record non billable time and change between billable and non billable. Prevent payment rejections by not going over budget… →
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974 Release Notes
Help links, Clock Time, personal data, view contact details, Staff and Provider Dashboards, Case Note tables and NDIS Upload batches… →
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Reconcile Payments from NDIS Uploads
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
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… →
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OUTLOOK 2023 Magazine
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
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
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
View all key Participant information on one screen such as personal details, alerts, emergency contacts, budgets, invoice status, upcoming tasks and goals. →
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Create Contacts
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. →
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Service Forecasts + Provider Tracking
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
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’. →
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NDIS Portal Upload
If you are NDIS registered and have Agency Managed Participants then eTrack can be used to prepare an ‘NDIS Upload’ .csv file… →
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972 Release Notes
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
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
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. →
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Real time Dashboards
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
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
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
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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Task Management
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
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. →
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Keep Goals in Front of Mind
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. →
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OUTLOOK 2021 Magazine
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. →
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