This guide will walk you through setting up a password for your account, adding your company logo, and entering invoice payment instructions along with other important settings.

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Creating a password for your account

1

Access the password setup page

Click here to access the password setup page. You’ll see the following User Detail page - just enter your email address and select Send Verification Code. If the link above doesn’t work, you can visit app.adviseraide.com and use the Forgotten password option to setup your password.
Password setup page
2

Enter verification code

Check your email for the verification code, then enter it to confirm your email and move forward.
Email verification screen
3

Continue to next step

Once your email is verified, you’ll be taken to the next page. Just click Continue to move on.
Continue screen
4

Choose your password

For the last step, choose a strong password for your account and then click Continue.
Password setup screen
All done! Your password is now set.

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Company Settings

Once you’ve set up your password, log in to AdviserAide, open Settings, then select Company.
AdviserAide Company settings showing the company logo, email address, phone number, practicing country and operating address

Complete your company details, practicing country and operating address under Settings, then Company

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Company details

  • Company logo - Upload your organisation’s logo.
  • Company email address - Use an email address your team checks regularly. AdviserAide sends important system notifications to this address and shows it as the contact address on invoices and receipts.
  • Company phone number - Enter your organisation’s main contact number.

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Practicing country

Your Practicing Country is the country whose immigration law your organisation works with. AdviserAide uses it to provide the relevant form templates and case settings. The practicing country cannot be changed from this page. Contact AdviserAide Support if it needs to be updated.

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Operating address

Your Operating Address is where your business operates from. This address appears on your invoices and can be different from your practicing country.
  • Country - Select where your business operates. This controls the address fields, timezone options and base currency available to your organisation.
  • Street Address, Suburb / City and Post Code - Enter the address you want to appear on invoices. If you enter any address details, you must also enter a street address.
  • Timezone - Select the local timezone your organisation uses.
  • Currency - AdviserAide sets your base currency from the operating country. Dashboard figures use this currency, but you can still create invoices in other currencies.
Select Save Changes when your company settings are complete.

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Invoice Settings

If you plan to send invoices, add payment instructions in the invoice settings and enter your GST number (if applicable). This step is optional and only needs to be completed once you start invoicing clients. The payment instructions you provide will automatically appear on the PDF invoices sent to your clients.
Invoice settings
GST Setup (Optional)
GST setup

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Next Step

Getting Started

Follow the Getting Started guide to add your first client, create a case, prepare an agreement, and explore form templates.
If you have any questions or need assistance, send us an email at support@adviseraide.com , and we will be happy to assist you.