Rounding on Claim lines

What happens when NDIS will round down or round up on a claim line when submitted?

What happens when NDIS will round down?

If we detect that the NDIS is going to round down on a claim by a few cents, and the pay amount will be different to your claim amount, we'll make an additional claim line to make up the difference when we get the response from NDIS at the time of the claim. This claim will appear in the PRODA Portal as having the same invoice number, but with #GAP added at the end.

When this happens, you should see the following alert:

Add Claim Line Claim Edit page Claim Details page

You can submit the claim, and Planability will handle any adjustment required.

When we've detected the amount that is missing, we'll generate a new claim line as an adjustment claim and show you this in the screen afterwards, such as below:

The threshold for generating an adjustment automatically is $1 above which you will have the option to add an adjustment manually. This threshold can be adjusted per Agency account.

What about when NDIS will round up?

If we detect that the entry you have made is likely to round up, then we're putting the brakes on for you, since we know it's harder to fix up an overpayment than it is to fix an underpayment.
At this point, you'll see something like the below screen, and you will not be able to submit the claim until you have reduced the amount to a lower value. 

You may need to adjust the quantity, or split the claim across two lines to achieve the correct pay amount.

We cannot fix these rounding-up issues automatically, so once you have made a claim for a lower amount, you can clone the line and make a new claim for Qty:1 and a value of the missing cents. See "Duplicating a line item" above.

 

Next Read: Claim Line Warnings and Alerts