Custom layout settings
Custom layout settings control which funding types and features are visible across vCore for all users. Navigate to Settings → Custom Layout.
Funding types
Select which funding types you want to display in vCore:- NDIS
- CHSP/HACC
- HCP (now transitioning to Support at Home)

Accounting software
Select your accounting software from the drop-down. This determines what appears on the data export page when exporting invoices and timesheets.
Company information and government IDs
Your organisation’s government identifiers are set under Settings → Company Info. These link directly to the claiming functionality for different funding sources.
- Business address
- ABN
- Phone number
- Company logo
- Time zone
Government ID fields

General settings related to operations
Several settings in Settings → General affect operational features across vCore.Task email notifications
To have all vCore users receive an email when a task is assigned to them, tick Email user when a task assigned and click Save.
Incident and SIRS notifications
To notify specific employees by email when an incident report is submitted, add their email address under the incident section and tick Email on incident submit. Use a semicolon (;) to separate multiple email addresses.

Compliance settings
To automatically add compliance items to new worker profiles, tick Add compliance to new worker profile automatically.

Document category requirement
To require users to select a document category when uploading documents, set User Must Select Document Category When Upload to Yes.
Running into issues?
See General troubleshooting for common errors and fixes.Related articles
Service management
Set up and manage services, charge rates, and pay rates
Import CSV
Import records in bulk using CSV files
Editing drop-down lists
Manage areas, payers, and other configuration lists
