This feature is available from Version X9.1 and above. Click to view the details of all the features available in the Version Release Notes X9.1.

1 Introduction
2 How to Access NDIS Claim Report?
3 How to Generate NDIS Claim Report?
- 3.1 Sample figure of the downloaded NDIS Claim Report

Introduction

The NDIS Claim Report provides a summary of invoiced NDIS hours within a specified date range. This report generates all invoiced NDIS product codes and rates which can be provided to participants/funding bodies to claim the allocated funds for the completed work.

How to Access NDIS Claim Report?

To access NDIS Claim Report:

Click Reports → Finance Reports → NDIS Claim Report and the NDIS Claim Report pages open

How to Generate NDIS Claim Report?

The NDIS Claim Report is generated based on the provided Shift Period. To generate the NDIS Claim Report:

Provide Shift Period i.e. shift start date and shift end date range. The shift date range provided will generate the NDIS Claim Report for the specified period

Now, click Export To CSV, and the report will be generated and downloaded in a CSV format

All the shifts whose invoice has been generated will be included in the report.

Now, open the downloaded CSV file of the NDIS Claim Report, and the following details are shown:

Field Name	Description
Registration Number	Registration Number of the Client. This Registration Number is similar as shown in the Applications Setting → General Settings screen.
NDIS Number	Service Location based Registration Number. This Registration Number is similar as shown in the Client Management → Registration screen.
Support Delivered From	Start Date of the Shift.
Support Delivered To	End Date of the Shift. The NDIS Claim Report will be filtered based on the provided Shift Start Date and Shift End Date.
Support Number	Shows the product code that is fetched from the Finance application corresponding to the shift and allowance. The shift and allowance will have different product codes applied for the shift when invoiced.
Claim Reference	Invoice number of the generated invoice.
Quantity	Includes the allowance value (not amount) corresponding to the invoiced shift. If the invoiced shift has allowances against it, the record will be shown separately in the report for the shift.
Hours	Shift worked hours that are considered for invoicing i.e. Shift Hours minus break minutes.
Unit Price	Shows the Unit Price.
GST Code	As per the NDIS Claim Manual, 3 GST Codes are required. The GST Code shown are: P1 (Tax Claimable (10%)) P2 (GST Free) P5 (GST out of Scope)
Authorised By	Name of the authorised person.
Participant Approved	Name of the participant who approved the report.
InKindFundingProgram	Funding Type of the client.
ABN of Support Provider	Shows the ABN Number of the Client. This ABN of Support Provider is similar as shown in the Applications Setting → General Settings → ABN Number.

Sample figure of the downloaded NDIS Claim Report

The downloaded NDIS Claim Report will show the data as per the details explained above.

GST Code

In the NDIS Claim Report, the GST Code is fetched from the option selected in the Obligation Table field of the Client Payroll screen of the Finance application.

Support Number

The Support Number is fetched from the Product Numbers provided for the mapped Shift / Allowances in the Service Rate Table screen (with the selected Rate Table Name, Qualification, and Pay Level) in the Finance application.
The shift and allowance will have different Product Numbers applied for the shift when invoiced.

Version Release Notes X9.1