Plan Management Updates June 2026
The following release notes outline enhancements to the Plan Management module that will be progressively rolled out across all environments over the coming days.
NDIS API Migration
The NDIS has temporarily paused the migration of additional users to the new API while system upgrades are completed to support increased volume. We are currently awaiting confirmation of the revised timeline for the migration to resume and will provide further updates as soon as they become available.
Banned ABN Check
The NDIS Quality and Safeguards Commission stops or restricts a provider from providing supports to a person with disability, either permanently, temporarily or conditionally. This is recorded within Part 2 of the NDIS Provider Register. To support compliance, we have introduced automated checks and notifications for ABNs listed as banned within this register.
MYOB & Xero Invoice OCR
We have enhanced the invoice processing feature for MYOB and Xero invoices. Where invoices are provided as embedded links rather than attached PDFs, the system will now automatically retrieve the invoice from the link and attach it to the email for processing saving you having to do this manually.
Trusted Provider Update
The new control that was introduced to restrict invoice approvals to designated Trusted Providers only will be rolled out for all instances. Participants can manage their list of trusted providers directly via the mobile application (see New Client Mobile App Experience section below). This approval preference can set for clients via the client profile:
PACE CORE Budget Balance Alignment
As previously communicated we have been working on a significant update to the Plan Management system. This enhancement will enable budgets to be managed at the CORE level - eliminating the need to manually move funds between categories - and will also ensure budget balances are aligned with those displayed in PACE. Due to the complexity of this update, we will be performing the update in batches over the coming 6-8 weeks. You can read more about the update on link below.
Plan Management PACE Budget Management Update
New Client Mobile App Experience
We had previously released an update for the Plan Management Client Mobile App. Participants could elect to switch to this new experience. We will now be defaulting this new experience for all Plan Management clients. You can read more about the update on link below.