Statements are generated on the 1st of each month. You may receive notification by email to view, but you can also view statements and generate new ones for a specific date range. They show the Plan Activity for the previous month.
Table of Contents:
View previously generated statements
Generate a statement by date range
View previously generated Statements
You can access all previously generated Statements for all your associated Participants.
- Select Statements from the main menu
- if required, use the Search Options to refine your view, searching by Participant, Agency, Month
- Click on the Statement ID to open or download the PDF version of the Statement
You can also access statements for a Participant from the NDIS Plan page. Select the Participant to navigate to this page by clicking on their name.
Generate a Statement by Date Range
As well as being able to view the monthly statements, you can also generate a Statement for a specific date range:
- navigate to Participants in the main menu
- Click on the ellipses buttons to the right of the participant line
- Click Statement by Date Range
The current Plan will be selected by default, but you can change this if required:
Select the date range using the calendar picker or enter the date in dd/mm/yyyy format:
The Statement will generate and download as a .pdf to your device. It is not saved to the Participant record in Planability.
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