Articles in this category

A participant forgot their card pin

Here are your options if a participant within your care has forgotten their card pin

Connect a support worker to the participant's they work with

Learn how to only give support workers access to the money they need. 

How to complete an internal transfer of funds

Need to move funds to a clearing account to make a joint payment?  Learn how here

How to make sure cards are connected to the right funds

Here's how you can make sure support workers can pay with supporter cards when they support participants

How to onboard a parent

Understand how Super Admins can onboard parents through the budget hub

How to onboard a participant

Learn how to onboard a participant in this article

How to onboard a support worker

Learn how to quickly onboard a support worker to the SpendAble system

How to replace a lost card

Learn what to do if you lose a card

How to setting spending rules in wallets

Increase the control and security you have over what money can be spent for different purposes

How to upload receipts and evidence for joint costs

Need to provide the same receipt to multiple participants?  Learn how

I've lost my card, what do I do?

Here are the steps to take if you have lost a card. 

Implementing a financial management plan in SpendAble

Learn how to program your participant financial management plans into SpendAble

Transfer funds between wallets

Learn about how you can use internal transfers

Troubleshooting: The card isn't working

Understand some of the common reasons why the card might not be working and how you can fix that yourself as a super admin

Understand User Roles

Read this to learn about the different roles in SpendAble

View and Download Transactions

This article explains how to view and download transactions

What is a financial management plan for NDIS participants

In this article, we will explore the importance of a financial management plan for people with disabilities and how it can help guide providers and support workers to spend their money wisely and with consent.

What are wallets?

Understand what wallets are and how they are used