Rostery

Plan Management

PM Settings

/plan-management?view=settings3 steps
Written by Fahid Safdar, Founder & Product, Rostery · Checked

Claiming settings, fees, accounting export, bank details and email templates.

Step by step

  1. 1

    Set the NDIS registration number used on claims.

    PM Settings, step 1
  2. 2

    Set your plan-management fee items so fees are raised automatically.

  3. 3

    Configure the bank details the ABA file is drawn from.

The screen

PM Settings in Rostery
PM Settings as it appears in Rostery.

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