Administration and integrations
Users, roles, branches, price lists, accounting connections and data security.
- AD-001Creating and managing user accountsGuide
- AD-002Configuring roles and permissionsGuide
- AD-003Setting up branches, regions and SIL housesGuide
- AD-004Organisation profile: name, logo, ABN and NDIS registrationGuide
- AD-005Price lists, support items and MMM loadingsGuide
- AD-006Connecting XeroGuide
- AD-007Connecting MYOB or QuickBooksGuide
- AD-008Session timeout and password policiesGuide
- AD-009Record retention and exporting your dataGuide
- AD-010Handling a participant’s request to access or correct their informationGuide
- AD-011Managing your subscription and active usersGuide
- AD-012Single sign-on with Microsoft Entra ID or Google Workspace (coming soon)Guide
- AD-013Registered and unregistered price limits under differentiated pricingGuide
Related questions
Where is our data hosted?
In Australian data centres. Backups are also kept in Australia. Cloud and multi-site →
Who sets up our structure?
Our implementation team configures regions, branches, houses and cost centres with you, migrates your data and supports go-live. Cloud and multi-site →
Can a worker be rostered across branches?
Yes. Workers can be approved for more than one site, and the roster shows their hours across all of them. Cloud and multi-site →
Can CompanionAxis submit claims directly to the NDIA?
Today it builds the bulk payment request file for you to upload in the my NDIS provider portal, and imports the remittance. Direct claiming through NDIA APIs, via the NDIA Digital Partnership Program, is coming soon. Integrations →
Which accounting systems are supported?
Xero, MYOB and QuickBooks. Invoices, contacts and payments sync, mapped to your accounts. Integrations →
Which payroll systems can we export to?
Employment Hero (KeyPay), Xero Payroll and MYOB. Approved hours, allowances and travel are mapped to your pay items. Integrations →
Can you build an integration that isn’t listed?
Tell us what you use. Customer requests shape which integrations we build next. Integrations →
Where is participant data stored?
In Australian data centres, including backups. Security and privacy →
Are you ISO 27001 or SOC 2 certified?
Not yet. Both are in progress. We will publish certificates on our Trust page once they are issued, and we can answer your security questionnaire in the meantime. Security and privacy →
Will you support our security and privacy assessment?
Yes. We complete vendor security questionnaires and support privacy impact assessments during evaluation. Security and privacy →