{"schema":"exacc.help.page/1","url":"https://exacc.au/help/compliance-types/","title":"Set up what to track (compliance types)","description":"Define the compliance items you track for contacts, staff or your business: workers compensation, public liability, licences. One-off or recurring.","category":"Compliance","summary":"Open **Business › Compliance**, click **Types** and **New Type** (or **New from Template**). Give it a **Name** and **Code**, choose who it applies to (**Source**), and whether it is **Permanent (one-off)** or **Recurring** with how often it expires. Then record each check (see **Record compliance checks**).","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Open Compliance types","url":"https://app.exacc.au/{dbId}/compli/types-list"},"menuPath":["Business","Contacts","Compliance","Types"],"steps":[{"step":1,"title":"Start a type","body":["Open **Business › Compliance**, click **Types** (**Compliance - types**) and **New Type**. **New from Template** starts from workers compensation or public liability, for contacts or users."],"url":"https://app.exacc.au/{dbId}/compli/types-list","image":"https://exacc.au/help/compliance-types/step-1.png"},{"step":2,"title":"Fill it in","body":[],"fields":[{"name":"Name and Code","help":"e.g. Public liability insurance, PL.","required":true},{"name":"Source","help":"who it applies to: customers, suppliers, users, employees or this business."},{"name":"Permanent (one-off) or Recurring","help":"whether it expires.","required":true},{"name":"Expires every and Recurrence","help":"for recurring items, e.g. every 1 year."},{"name":"Notes","help":"what to check and where the evidence is kept."}]}],"sections":[{"heading":"Reminders","body":["A type has reminder settings (**Trigger reminder (days before expiry)**, **Send automatic reminders via e-mail**, subject and body), but Exacc does not send reminder emails yet. Check the **Compliance - records dashboard** for what is about to expire."]}],"related":["https://exacc.au/help/compliance-records/","https://exacc.au/help/manage-contacts/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}