NDIS Invoice Tracker

NDIS invoice tracker will help providers to track the progress of NDIS budget to identify possible over/underspent funding and also manage the budget easily.

This is an opt-in feature that you will have to request our Support team to enable it if you wish to start using the feature.

Once enabled, you can locate the menu under Budgets/Statements,

or you can access through individual participant's invoice tracker page

Currently, invoiced items are not automatically imported/reflected to this tracker, so designated user will need to actively "import" this.

How to interpret NDIS tracker:

1. Support purpose and budgeted is coming from participants budget

So if there is no data, 

make sure this participant has budget page set up

2. Progress indicator is based on Plan Time Elapsed and invoiced rate:

• Yellow exclamation - possible over spent
• Green thumbs up - on track
• Red thumbs down - possible under spent

In this example image, this participant already spent 93.47% of Core when plan time only passed 59% at the time of checking meaning it's spent way too quicker WHEREAS he/she spent only 18.53% on Support coordination when 59% of plan time has passed.

3. Unallocated Invoiced Items

This is either from 1) invoiced services with NDIS category that are not associated with support purpose through budget page, or 2) items invoiced through manual invoice process instead of through appointment. (e.g. subcontractor invoice)