Most firms are onboarded with help from the Nagaris team. After your initial call we can upload your terms & conditions and your services list for you, connect your data, and walk you through your fir...
You can brand Nagaris with your firm's colours and logo so client-facing documents match your practice. If you can't change the brand colours yourself, send the Nagaris team the colours you want and w...
From your organisation settings you can invite other staff and teams to your Nagaris workspace. Send each person an invite and they'll receive an email to join. If an invite returns an error or someon...
Nagaris supports signing in with your email or with your Microsoft/Outlook account. If a team member can't log in after being invited, confirm which method they're using and have them try the alternat...
If the 6-digit login or verification code isn't arriving by email, first check your spam/junk folder. You can also sign in without the code by using your Xero or Microsoft account on the login screen ...
Templates must be created from a draft engagement, not from one that has already been sent or accepted. If you want to reuse an engagement you've already sent, recreate it as a draft and save that as ...
No. For security and privacy, Nagaris staff cannot see your firm's organisation workspace unless one of your team explicitly adds them as a user. If you'd like us to help with something inside your wo...
All prices you enter into Nagaris should be entered ex-GST. If a total looks wrong or you see two different figures, it's usually because inc-GST prices were entered into the services tab. Re-enter th...
If you change a job's financial year, set the financial year on each service individually — there isn't a bulk FY change yet, so update each service to the correct year before sending the engagement.
To send a professional clearance / objection letter, open the client group, go to the Handover tab, and click New handover request. Nagaris generates and sends the request from there.
The engagement acceptance confirmation email goes only to the signatories and people CCed on the engagement sending screen.
How client and company names appear (for example all-capitals company names, or showing a client name in a different format than you want) is controlled by your sync settings. Open your Organisation s...
If a client's XPM link breaks, use the self-service reconnect button to re-link it. If reconnecting doesn't work, contact support with the client name and a screenshot.
Nagaris can show the structure of a group of entities visually. Open the Group details page and select the "Map" tab at the top — this maps out all of the entities within that group so you can see the...
To invoice a job, select the tasks in the job and click Create invoice. Your client can then pay either with the payment method they have on file, or by transferring to a unique BSB and account number...
If you're invoicing multiple years of tax returns and the period selector doesn't go back far enough (for example it stops at 2018 but you need 2013), choose "Custom" in the period tab. The custom opt...
Nagaris connects to BGL CAS and Simple Fund 360 (SF360). If you get an authorisation / 'not authorized' error, the fix is on the BGL side: the connecting user's BGL role needs third-party app access (...
When you accept a Xero file invite, Nagaris creates a client for that Xero file. If that client already exists in Nagaris you'll have two records — keep the correct one and remove or merge the duplica...
To stop a client or group appearing on a dashboard (for example under "overdue groups"), set it to archived status from the group's detail page — archiving is preferable to deleting. Because archive s...
On the Engagements list page there's a delete button next to each draft or awaiting-acceptance proposal — you can delete or change those yourself. A sent but not-yet-accepted proposal can also be dele...
Yes — a single proposal in Nagaris can cover multiple entities in a group (this is one of our core features), or you can send separate proposals per entity. Use one group proposal when the client shou...
A failed card payment is automatically retried up to 3 times. If it still fails after the third retry, ask the client to update their card details so the payment can be re-processed. If a specific pay...
Clients can pay by bank direct debit or credit card (or to the unique BSB/account shown on the invoice, which auto-reconciles). Processing fees are:
Once SMS is enabled, your firm is assigned its own SMS number. You can send an SMS to a single client from the inbox, or send in bulk from the contacts screen. Replies come back into your shared inbox...
You can message clients in bulk from inside Nagaris by email or SMS — designed for real practice work like chasing a missing document, confirming a lodgement, or sending a reminder before a BAS deadli...
Standard SMS messages are charged at 9 cents per SMS. If you have a specific arrangement for your firm, that will be reflected on your account — contact support if you're unsure what rate applies to y...
The recipients for SMS are drawn from your contacts in Nagaris. If someone (including yourself for a test) isn't appearing in the list, add them as a contact and they'll be available to message.
You can store AML policies and supporting documents in Nagaris if you'd like everything in one place. Many firms prefer to keep policy documents in their own document management system — both approach...
Nagaris supports AML/CTF verification including beneficiaries under trust structures. If your team would like a walkthrough of how to run verification for trusts and beneficiaries, the Nagaris team ca...
Work in Nagaris is organised as jobs (a piece of client work) and tasks (the steps within a job), and jobs connect through to XPM. The points firms ask about most:
You can bulk-add services in two ways:
If a report, dashboard or export doesn't match what you expect, check the filters first — the selected client/group and date range are the most common cause — then compare against your source data. If...
Nagaris has in-app document upload on each client, with a 100 MB file-size limit (support can increase this if you need it). For the cleanest integration and for very large files, our recommended path...
You can import your XPM data yourself: go to Settings → Integrations → XPM, connect to the XPM API, and upload your XPM export ZIP.
XPM → Nagaris syncs every 10 minutes, so changes made in XPM appear at the next sync rather than instantly. To pull changes immediately, open the XPM integration card, click the three-dot menu, and ch...
Nagaris includes automatic ID verification as part of onboarding. If a client asks why it's needed, explain that it's a standard compliance and onboarding step, not a reflection on them. Every require...
When something isn't working, the fastest way to get it fixed is a small, clear report: what you were trying to do, what you expected, what happened instead, and which client/entity and workspace it a...
This help centre covers the most common questions, and you can always book a call with the Nagaris team for a walkthrough of any feature.
To sync an entity through to Xero, toggle on the green Xero icon on that client and/or the client group inside Nagaris. If an entity isn't appearing in Xero, it usually means the green Xero toggle was...
