Statements are generated on the 1st of each month and are stored under Statements in the menu. Your Agency may also send you an email with an overview of your Statement and a link to view it in full.
Table of Contents:
View Statements in my Planability App
View Statements in my web browser
View Statements in my Planability App
- Click on the menu bars in the top left corner of your screen to open the main menu
- select Statements to view a display of all Monthly Statements that have been generated for your selected Plan
- Click on the Statement ID (linked in green text) to download and open the statement on your device.
To view your Statements
- click Statements in the menu (1)
The most recent statement will be at the top of the listing.
- click on the Statement ID to view the report in full. (2) The Statement will download as a pdf to your device. Depending on your browser settings, it will either open up in a new tab, or will save to your selected folder.
- You can also select to view the statement from the button option to the right (3)
Sample Statement:
Below is an example of a Monthly Plan Report (Statement).
The Statement Period is shown to the right, along with your Plan Start and End Dates and the date the Statement was generated.
Statement Budget Summary
The Budget Summary is correct as at the Statement Date.
Statement Monthly Spend
Monthly Spend shows the distribution of spending across Providers, and includes claims submitted to NDIS with Support Dates that fall within the Statement Period.
Please note, there may be claims that are not yet processed for that period so they will not be included in the Statement.
You can view up-to-date budget and spend by clicking on NDIS Budget.
Next Article: View my Claims