We can now import a .csv file of claim lines to create claims in bulk. Currently only available on request
1. Navigate to Claims > Import Claims
2. If you haven't previously downloaded the csv template, download the file: Download CSV Format
Example of csv with claim lines
There can be up to 5000 records uploaded using a bulk file
For .CSV bulk upload file, the Header Record is mandatory and should be the first row in the .CSV file.
Warning: If in case, you are creating a .CSV file for the bulk upload using the Microsoft Office Excel, then special care should be taken while entering DATE and HOURS fields, as that tool does not support the specified formats required for the date and Hours fields and changes the data entered.
CSV columns explained
Column Header | Description |
RegistrationNumber | NDIS org ID of agency |
NDISNumber | Participant's NDIS number |
SupportsDeliveredFrom, SupportsDelivered to |
dd/mm/yyyy (try hyphen) and |
SupportNumber | Item Code |
ClaimReference |
Invoice Number or reference Forward Slash ( / ) |
Quantity |
Up to 5 Numeric Acceptable: NNNNN or |
UnitPrice | Up to 8 Numeric and 2 decimal digits NNNNNNN.NN |
GSTCode | GST information as applicable to the item or service. P1: Tax Claimable (10%) P2: GST Free P5: GST out of Scope |
AuthorisedBy, ParticipantApproved, InKindFundingProgram |
not required - legacy |
ClaimType | Claim type of the service provided “”: (blank): Direct Service CANC: Cancellation Charges REPW: Report Writing Charges TRAN: Travel Charges NF2F: Non-Face to Face Services |
CancellationReason (conditional - only application to Cancellation Claim Type) |
Reason of the cancellation type NSDH: No show due to health reason. NSDF: No show due to family issues. NSDT: No show due to unavailability of transport. NSDO: Other. |
ABN Of Support Provider | if it is a reimbursement, the ABN is not required. if not required for ato exemption - tis EXCLS (we are not permitting it in the claims process) |
SupportProviderName | same abn and different support provider names. if claim ref number is the same and the abn is the same, we will use the same support provider (needs confirmation) |
InvoiceDate | optional but will come from latest support item date |
InvoiceFileName |
filename.pdf should match each claim line for invoice. can upload in a zip file. can do as part of flow of batch or upload later or to individual claim |
InvoiceFileExempt |
Yes/True |