Lumary DC Help Centre

• Get started! Begin your Lumary journey and find out how to find your way around.
• System administration Manage users and settings in your Lumary DC environment.
• Releases Find out about updates and improvements in our latest releases.
• Client onboarding and record management Set up your clients and maintain their records.
• Service agreements Set up and edit service agreements, generate quotes and capture client approval.
• Plan SIL and SDA funding Plan for SIL and SDA funded clients and generate quotes, agreements and rosters.
• Deliver Services Record the delivery of services
• Claim and invoice funds Create invoices and extracts for billing and claiming.
• Incident Management Set up, record and manage incidents and feedback.
• Reports & Dashboards Report and monitor progress, outcomes, incidents and feedback.
• AR Management Explains how to prepare your Lumary instance and data for AR processing, including settings, templates, and accounting structures.
• Engagement Console Learn about tools to communicate with your customers efficiently, effectively, and at scale.

Lumary WFM

• Worker onboarding and record management Set up your workers and maintain their records.
• Rosters and scheduling Set up and manage rosters and schedule services.
• Mobile experience Complete appointments and record client outcomes with Lumary mobile.
• Awards SCHADS and award information in Lumary.
• Payroll management Manage payroll batches and approvals.