Role-based workflows

Extracts & Payments

Everything related to pushing money through the system — NDIS claim uploads, bank transfer extracts, payment summaries, reconciliations, monthly fees, and the reports that keep them accurate.

At a glance

The payment cycle

Approved invoices move through NDIS submission, extract generation, payment, and reconciliation.
1
Submit
Approved invoices go to NDIS as claims via PRODA.
2
Respond
NDIS approves, disputes, or rejects the claim.
3
Extract
Generate the bank (ABA) or BPAY file for payment.
4
Pay
Upload the file to your bank; mark invoices paid.
5
Reconcile
Match payments, fees, and NDIS outcomes against your records.

Jump in

Get started quickly

The most common starting points for this area.
Daily

Generate payment extracts

Bank transfer (ABA) and BPAY extract creation.

Create extract
Reference

NDIS claim stages

NDIS Claim Submitted, disputed, rejected, approved.

See claim stages
Monitor

Stale claims

Claims stuck somewhere in the pipeline.

Check stale claims

Browse by topic

All articles

Organised the way your team thinks about this work.
Extracts & ABA files
3 articles
NDIS uploads & claims
6 articles
Recording payment
3 articles
Suppliers & bank details
3 articles
Reports for reconciliation
4 articles

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Common questions

Create a payment extract Mark invoice as paid Invoice missing from extract All dashboard reports