This page provides an overview on Funding Claim generation.
To create a Funding Claim observe the following steps:
Select the Client>Funding Claims sub menu to open the Funding Claims page.
Click the Create Funding Claim link located in the ribbon bar to open the Create Funding Claim for Clients
page.
Within the Funding Source field position your cursor and either input in free text the funding source or make your selection from the drop down list.
For funding claims you will ordinarily only have a single funding source to select from which will be NDIS. unless your brevity version has been configured with custom funding sources that are not self funded.
Within the From Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Within the To Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Select the Next button.
Nil matching recordsIf there are no valid client services listed within the specified date range you will be prompted with the following notification.
Matching recordsIf there are valid client services found within the specified date range the Create Funding Claims page will be loaded; note that this page will be identified with a reference source to the funding source and the reporting range.
If the Create Funding Claim page lists services with unapproved timesheets you can either:
1️⃣Resolve unapproved timesheets through Approve Employee Timesheet pageSelect the Approve Timesheet link to open the Approve Employee Timesheet page
From the approve timesheet page, select the timesheets that need to approved, select the
Approve Selected Timesheet icon. A green tick in top right of the service panel tells you the timesheet is approved.
On the create Invoice Batch page refresh the page by selecting thebutton to exit back to the parameters page, followed by selecting thebutton
2️⃣Resolve unapproved timesheets through the Create Funding Claim pageHighlight and double click the client invoice batch record on the Create Invoice Batch page to display a summary page listing service claims. Unapproved service claims will be presented in RED.
To approve a service claim double click the entry to open the Edit Timesheet Record page, set the Approved field value to YES. Selectbutton followed by the button to exit the page. Repeat this step until all outstanding services have been approved.
On the create Invoice Batch page refresh the page by selecting thebutton to exit back to the parameters page, followed by selecting thebuttonHighlight the Client Invoice Batch record and click the Generate Claims button
From the pop up screen select the OK button to confirm the creation of the Funding Claim.
Funding Claim will be presented in Edit mode within the browser
You will note that individual Direct Services and Core Supports will be grouped by the Service Type to reflect a single invoice line.
Select thebutton followed by thebutton to exit the page. The batch record will be listed within the Invoice Batch List page
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Invoice ProcessingIf there is a requirement to provide teh participant with an invoice of the services being claimed trhough the NDIS you can now either print the clients invoice from the invoice batch or send the invoice using the client bulk email notification function. For additional information refer to the topics Printing an InvoicetopicPrint and Sending InvoicesFunding Claim invoices .
Schedule BoardOnce the selected services have been included into the Invoice Batch those services listed within the schedule board will be updated with the icon to identify that they have been invoiced.
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