Role-based workflows

Claims & Invoicing

Everything the team member processing invoices and claims needs to know — from resolving errors, working invoice tasks, replying to suppliers, and handling reimbursements.

At a glance

The invoice processing day

Invoices arrive throughout the day. Your role is to move them through this cycle smoothly.
1
Triage
New invoice tasks land in the queue.
2
Review
Check line items, supplier, customer, amounts.
3
Resolve errors
Fix issues flagged by automation or NDIS.
4
Approve
Send for approval or reject with a reason.
5
Claim
Submit approved invoices to NDIS and follow up on responses.

Jump in

Get started quickly

The most common starting points for this area.
Daily

Review & approve invoices

Open an invoice task, check the extracted data, and action it.

Start a review
Daily

Work your task queue

Filter to your assigned invoice tasks and process them efficiently.

Open your queue
End-to-end

Full invoice lifecycle

From arrival through extract submission to NDIS payment and refunds.

See the lifecycle

Browse by topic

All articles

Organised the way your team thinks about this work.
Know your invoices
4 articles
Processing work
5 articles
Errors & exceptions
3 of 5 ready
Supplier interactions
4 articles

In a hurry?

Common questions

How do I reject an invoice? What triggers auto-approval? Reprocess a failed task Batch update tasks