Every way to sign in to Nagaris — email codes, Google, Microsoft, Apple, Xero and passkeys — plus switching organisations and signing out.
How new firms are onboarded to Nagaris, what to expect on your first sign-in, and what to do if you're not connected to an organisation.
What to do when you receive a Nagaris team invitation email, and how to accept or reject an invitation in the app.
How to enrol a passkey, authenticator app or SMS codes for MFA, save your backup codes, and verify when you sign in.
The Security page: connected sign-in providers, two-factor authentication, SMS verification, passkeys, backup codes and the idle session lock.
Updating your name, phone numbers and profile photo, choosing light or dark mode, and controlling which notifications Nagaris sends you.
What to check when a login or invite isn't working, or the 6-digit verification code isn't arriving.
Where to find help inside Nagaris, and how to write a bug report that gets fixed fast.
How access to your organisation's workspace works, how to grant the Nagaris team temporary access, and the privacy controls built into the app.
What each permission level in Nagaris allows, who can change whose permission, and how permissions differ from job roles.
How firm admins invite staff to Nagaris, what the Pending, Accepted and Rejected statuses mean, and how to resend or revoke an invitation.
Using the Team page to manage permissions, job titles, roles, rates, AML access and deactivating or removing staff — individually or in bulk.
How firm admins create job roles like Senior Accountant, set hourly or fixed rates with date-based rate periods, and map services to each role.
The Organisation page for firm admins — practice details, logos, brand colours, tax agent profiles, name formatting and sync preferences.
How Nagaris organises your practice data into client groups, clients (entities) and contacts, and how the three relate to each other.
How to create a new client group, choose its starting status, and change the status (including archiving) later.
How to create each client type, use the built-in ABN lookup to prefill details, convert types, and move clients between client groups.
A tour of a client group's detail page — the header, every tab, the group cards, and how the Clients tab lists each entity.
What you'll find on an individual client's page — the header, tabs, detail cards, addresses, XPM fields (including bank details) and actions.
Creating contacts, working with the Contacts list (filters, inline email/phone editing, bulk actions) and the contact detail page.
Roles, the People columns, the Manage clients/groups dialogs, primary contacts, and giving group contacts portal access.
How to read, edit and export the entity map on a client group's Map tab, including scenarios, shapes, connections and the legend.
Creating and managing colour-coded tags, applying them from any list, filtering by tag and bulk tagging.
Adding addresses with Google Places or manually, choosing address types, and using the shared Addresses register.
What archiving does, why it beats deleting, how to see archived records again, and what deletion (including Delete in XPM) removes.
Everything on the Clients page — choosing columns, filtering, bulk actions, saving views to the sidebar, and exporting to CSV.
What engagements are in Nagaris, the engagement statuses and what they mean, and how to find, filter and export your engagements.
How to start a new engagement, work through the proposal builder tabs, and understand auto-save, validation and the engagement totals.
Adding service lines, assigning clients and jobs, setting prices and budgets, and using period labels like FY26 on a proposal.
The five payment package types on an engagement — upfront, fixed, hourly, range and custom — and how package totals sync with your service prices.
Enter all engagement prices ex-GST. How Nagaris calculates and displays GST to the client, and why hourly and range packages show no GST breakdown.
Adding signers and CC recipients, choosing email templates and sender details, setting follow-up reminders, and who receives the acceptance email.
The client-facing proposal page step by step — packages, team, terms, digital signature, payment details, multiple signers, and the thank-you page.
Saving an engagement as a template, what a template carries over, applying templates to new or existing engagements, and reusing sent engagements.
How to delete a draft or unsigned engagement, mark a proposal as rejected, replace one with a corrected version, and what happens after acceptance.
Setting base and billable rates for team members, allocating staff to engagement jobs, and displaying the team with rates on the client proposal.
How to build your services list, set default prices and tax settings, and use custom services that don't map to an XPM task.
Following a proposal after you send it — opens and signatures, manual and automatic reminders, extending the link expiry, and downloading the PDF.
Every way to create a job in Nagaris: from the Jobs page, the sidebar, a client group, an engagement, or the Proposal Builder.
Create a schedule that automatically generates weekly, monthly, quarterly or annual jobs, with preset patterns, tasks and staff.
The three kinds of status a job can show in Nagaris — lifecycle status, XPM submission status and XPM state — and what each means.
Change a job's name, dates, budget and category, and assign a partner, manager and team members with their rates visible.
Save reusable job name patterns with placeholders like {{client}} and {{month}}, and apply them anywhere you name a job.
Every way to record time in Nagaris: the quick Log Time panel, a job's task list, and the daily or weekly My timesheet workspace.
Use the Timesheets page's All entries and Team tabs to review logged time, compare against budgets, and fix or remove entries.
When Nagaris sends jobs to Xero Practice Manager, what the XPM statuses mean, and how to submit, sync and delete safely.
Add services as tasks, mark tasks complete or pending, see time and cost per task, and invoice directly from the task list.
Use the Jobs list's search, filters, columns and bulk actions to find work fast, submit jobs to XPM and delete jobs safely.
What a job is in Nagaris, where jobs live, and how jobs relate to clients, engagements, tasks, timesheets and XPM.
The three ways clients can pay a Nagaris invoice, how card surcharges are handled, and how fees affect your payout.
How to enable client payments in Nagaris, choose accepted payment methods, set fee handling and add a payout account.
Map the Xero accounts Nagaris posts to, and pick a Xero branding theme and email template for each of the three ways a client can pay.
Add bank accounts and credit cards for a client, verify bank accounts, fix expired cards, and manage the client's virtual account.
Send a secure link (by email or copied manually) so a client can add their bank account or card themselves, and what the client sees.
Charge a saved payment method now or on a schedule, record a payment made outside Nagaris, and request a refund.
How Nagaris retries failed card and direct debit payments, what the failure reasons mean, and what to do when retries keep failing.
Use the Payments page to see upcoming and recurring client payments, edit or skip individual payments, and change or stop a whole series.
Track transfers from Nagaris to your firm's bank account on the Payouts page, and understand the Est. Payout estimates on invoices.
What each invoice status and payment badge means, how to filter the Invoices page, and what's on an invoice's detail page.
Create an invoice for a client, add line items, pick a payment option (none, charge a saved method, or add bank details) and email it.
Select tasks on a job, create an invoice from them, choose one line or a line per task, and mark the tasks complete in XPM.
An overview of the Nagaris AML module: KYC and KYB profiles, the customer due diligence pipeline, statuses, risk levels and the AML dashboard.
How the per-member AML Access toggle works, what team members without access can see, and recording AML training dates.
A walkthrough of the client-side onboarding form, the identity verification step, and the client portal onboarding page, so you can guide clients through it.
What each verification status means, and how to re-verify, manually confirm or decline a client whose identity check needs review.
How to run AML screening on an individual, read hit details and match scores, and resolve hits as false positives, true matches or escalations.
How to complete an AML risk assessment: auto-populated risk factors, manual factors, the suggested level, ECDD, notes and assessment history.
How KYB surfaces UBOs and officeholders, what to do when ownership runs through trusts or corporate chains, and how to verify the individuals.
How to send and track identity verification emails from a client group's Verification tab, customise the email, and complete a Stripe verification.
Where Nagaris keeps the evidence for your AML program — the audit timeline, cached reports, assessment history — and options for storing policy documents.
How to send the AML/CDD onboarding form to a contact, resend or copy the link, run it in bulk, and manage or cancel AML sessions.
How to run a KYB check on a business client through CreditorWatch: choosing ASIC, credit and UBO products, reading the results, and re-running.
How the unified Inbox brings email, SMS and WhatsApp conversations with clients into one place your whole team can see.
Link a Gmail or Microsoft 365 mailbox to Nagaris so you can send from your own address, set a primary email, and share accounts with your team.
Sending email from the Inbox: recipients, Cc/Bcc, choosing a sender, templates, signatures, attachments and the live preview.
SMS is billed per segment, not per message — what a segment is, how emoji change the maths, and how Nagaris shows the count before you send.
How WhatsApp works in the Inbox: approved templates, the 24-hour reply window, and sending your first message to a contact.
Select clients or contacts, compose one message with placeholders, and Nagaris sends a personalised copy to each recipient with live progress.
Admins can build plain-text SMS templates with variables like the recipient's first name, ready to use in the Inbox and bulk SMS.
Build reusable email templates with categories, placeholders and per-category defaults, used across proposals, invoices, verification and the Inbox.
Enable SMS for your firm, send texts to clients from the Inbox, use templates with variables, and see replies in the shared inbox.
How firm admins nominate the shared email address the Inbox sends and receives from, manage its signature, and check channel status.
An organisation-wide view of your firm's Microsoft 365 email, linked to clients and groups, with filters, unread counts and semantic search.
How firm admins connect the organisation's Microsoft 365 tenant so mailboxes can sync into Nagaris Mail, and what each result message means.
Every discovered Microsoft 365 mailbox starts switched off — admins turn on the ones that should sync, and refresh the list as staff change.
Nagaris Mail's semantic search understands what you're describing and ranks the closest messages across every synced mailbox.
What the Nagaris dashboard shows, how My Actions groups your meeting action items, and how to complete or follow up on them.
How to record client meeting notes, transcripts and action items in Nagaris, and how those items feed each person's My Actions dashboard.
How to export filtered lists from Nagaris to CSV for reporting in Excel, and exactly what the export includes.
Checklist for stale, missing or unexpected data on the Nagaris dashboard, list pages and CSV exports before contacting support.
How to browse folders, search with filters, switch views and ask questions of your firm's document library in Nagaris.
Every way to upload documents in Nagaris — the Documents library, client Cloud Documents and per-client uploads — with the exact size limits.
How staff request a document from a client in Nagaris, what the client sees, and how to track outstanding requests.
Preview PDFs, images and Office files, download, edit, redact and delete documents stored on clients and client groups in Nagaris.
How to archive a client or client group in Nagaris, what archiving hides, and what to do if an archived record still shows up.
What to do when the XPM connection expires or errors, and how to re-link an individual client whose XPM sync has failed.
An overview of the XPM, Xero, BGL and Billing Import integrations, where to find them, and who can manage them.
How to connect your XPM organisation, import your existing XPM data during setup, and disconnect if you need to.
The three ways to bring XPM data into Nagaris: the automatic import, targeted job/timesheet fetches, and uploading a full XPM export ZIP.
What syncs between Nagaris and XPM in each direction, the sync status badges, and how to pull XPM changes through immediately.
How the per-group XPM auto-sync toggle works, what the green versus grey icon means, and why an entity might not appear in XPM.
How to control which Nagaris client type each XPM business structure imports as, and how to link XPM staff to your Nagaris team.
Use the Sync Preferences card to choose how individual and company names are formatted across Nagaris, and where jobs and services are managed.
How to link your Xero organisation, what the connection is used for, and how to refresh or disconnect it.
Set the email addresses clients use to invite your firm into their accounting files, and what clients see during onboarding.
How to connect BGL, control two-way syncing, view CAS 360 and SF360 data on clients, and resolve authorisation errors.
How to export the 7 required CSV files from your billing system, run the Billing Import wizard, and review the results.
