Practical guides to your NDIS workspace.

Set up your first organisation

Create an account with your own name and work email, enter the code emailed to you, then complete organisation setup. This creates a Free workspace; selecting Team does not start billing or a trial countdown.

1. Enter your organisation and operating details.
2. Choose registration and service settings that reflect your operation.
3. Invite staff to the correct roles; family accounts use the portal role.
4. Finish setup, add a participant and review their details before rostering.

Prepare a roster you can review

Create staff and participant records before the first shift. Complete availability, qualifications and plan information so the conflict checks have useful inputs.

1. Confirm the participant’s plan dates and support items.
2. Add the shift and assign a suitable worker.
3. Resolve conflicts, then review the roster before publishing.
4. Review clock records, notes and timesheets after the shift.

What Nexrosta checks before a shift is saved

Prepare and review evidence

Store the correct document against the participant or provider record. Preparation work is not the same as reviewed evidence.

1. Record the document’s purpose and expiry where relevant.
2. For the configured signing pack, save preparation as a draft until it is ready.
3. Only share a signing link after the document and recipient are checked.
4. Review filed evidence and set the next review date in the readiness register.

Understand your staff-seat count

The first five seats are included. A staff account that is enabled, or an unexpired staff invitation, reserves a seat even if the person has not logged in. Archived accounts and expired invitations are excluded. Portal accounts are free.

1. Review the count in Settings → Plan & billing.
2. Use Free for up to five staff seats.
3. To choose Team, review the additional seats and monthly total before paying in Stripe. Team has an A$12/month minimum until cancelled.
4. Manage invoices, card details and cancellation from Plan & billing.

Current Free and Team plan prices

Move accounting files carefully

Create and review invoices before exporting. Select the required accounting format, then check the import mapping in your accounting system. Exported files are a hand-off between systems; they do not automatically reconcile payments or replace your accounting records.