Fixing the error "ABN Number Required" when uploading to Proda

If you upload the claim file and it shows you the error “ABN Number Required”, it means that you are managing the client’s funding and providing them the services. You could fix this by importing the invoice to Plan Management.

Adding your organisation to the list of External Provider

You need to create a record from the external provider section so you could add your organisation in the client’s funding. You could do this by going to Client from the main menu and then clicking on the service provider from the sub menu.

Open

On the list of external provider, click on +New from the upper left to create a new provider record

Open

On the external provider page, fill in all the details of your organisation and then click on Save button on the upper left to create the record

Setting the Client’s Funding

You need to set up the client’s funding so you could import the invoices to Plan Management. If you already have the funding, you need to open the client’s funding and add the external provider that you have created for your organisation in the invoice to field.

The invoices will be billed to your organisation and it will let you sync the invoices to Plan Management Section

Existing Invoice

If you already have an existing invoice that you wanted to import to plan management, you could edit the invoice detail so it will be billed to the external provider. You could do this by going to Client from the main menu and then clicking on the invoice from the sub menu.

On the list of invoices, you could search for the invoice using the search box and double click on the invoice from the list

Once you are in the invoice record, you could add the external provider record for your organisation under the account field

Click on save to save the detail of the invoice

Importing the invoice to Plan Management

Once you have set the funding and the invoice is billed to the plan manager (your organisation) you could sync the invoice to plan management by going to care worker management menu

On the list of plan management clients, click on the import invoices from the action bar to start importing the invoice

On the Import Invoices page, Select the provider (this is the organisation what we created on the first step) and select the from date and to date (the date is the invoice date). Click on the next button to see the list of invoices that you could import

On the list of invoices, you could click on the top box to select all the invoices or you could select the individual invoices by clicking on the box on the left side. Click on import invoices to import them to the plan management client

Once the invoice has been imported, you will see a prompt that the invoice has been imported successfully.

The invoice will now be added to the client’s plan management invoice. You need to approve the invoice and create a plan management invoice batch for the invoices that you will claim to NDIS.

The plan management invoice batch claim file has the ABN number so it will not have an error when uploading the file in Proda.